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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Ohio / Indiana HQ: Akron, OH

Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

$7.8B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($317.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$317.6M
Total AUM: $7.8B
Median Disclosed Amount
$23.0M
Range: $17.0M – $45.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 4 Disclosed Strategies

Historical Fund Disclosures — Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Churchill Middle Market Senior Loan Fund V Private Credit 2025
$24.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Monroe Capital Private Credit Fund V Private Credit 2025
$21.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
KKR Opportunistic Real Estate Credit Fund II Private Credit 2025
$20.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Sixth Street TAO Global Private Credit 2024
$18.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Antares Senior Loan Fund II Private Credit 2023
$23.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.0% Actual; $234.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$105M–$199M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.0% vs 13.0% actual on $7.8B total assets). Gatekeeper / Intake Conduit: bFinance.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

505 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 11 Shared Vehicles

Edgartown Coweta Livingston Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Monroe Capital Private Credit Fund V (2025 Vintage)
Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust: $21.0M · IRS Form 990 Sched D
Edgartown Coweta Livingston Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D

Additional shared vehicles: KKR Opportunistic Real Estate Credit Fund II (2025 Vintage) · Sixth Street TAO Global (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Andorra la Vella Andorra Burlingame Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)
Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D
Andorra la Vella Andorra Burlingame Sovereign Strategic Investment Fund: $45.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Sixth Street TAO Global (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Cape Henlopen Danbury Caldwell Regional Health System Master Investment Pool

Healthcare / Hospital System New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Churchill Middle Market Senior Loan Fund V (2025 Vintage)
Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust: $24.0M · IRS Form 990 Sched D
Cape Henlopen Danbury Caldwell Regional Health System Master Investment Pool: $15.0M · IRS Form 990 Sched D

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Antares Senior Loan Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+502 Additional Institutional LPs Report Shared Vehicles with Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 12 total tracked records for Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (505 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

Private Credit LPs →Buyout LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Akron, OH). Across 12 historical disclosure records tracked on Prilago ($317.6M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $17.0M to $45.9M).

Which private-market strategies appear in Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust's public disclosures?

Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Venture Capital, Secondaries. Open preview records include Churchill Middle Market Senior Loan Fund V (2025 Vintage), Monroe Capital Private Credit Fund V (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2024 Vintage).

How are Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cuyahoga-valley-carmel-valley-gallagher-permanent-endowment-and-fiduciary-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Cuyahoga Valley Carmel Valley Gallagher Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 505 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Edgartown Coweta Livingston Permanent Endowment & Fiduciary Trust (11 shared vehicles, e.g. Monroe Capital Private Credit Fund V (2025 Vintage)), Andorra la Vella Andorra Burlingame Sovereign Strategic Investment Fund (8 shared vehicles, e.g. KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)), Cape Henlopen Danbury Caldwell Regional Health System Master Investment Pool (8 shared vehicles, e.g. Churchill Middle Market Senior Loan Fund V (2025 Vintage)).

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