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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Brattleboro, VT

Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

$3.1B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($286.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Growth Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$286.8M
Total AUM: $3.1B
Median Disclosed Amount
$14.5M
Range: $10.8M – $18.0M
Disclosed Fund Multiples
14.5% Mean IRR (n=8) · 1.35x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Sycamore Partners IV Buyout 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
HIG Middle Mkt LBO Fund IV, L.P. Buyout 2025
$14.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
High Street Logistics Value Fund I Real Estate 2025
$13.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
High Street Value Add Fund I LP Real Estate 2025
$12.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Hellman & Freidman Capital Partners XI Buyout 2025
$11.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Deerfield Valley Catoctin Montague 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

Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.5% Actual; $93.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.5% actual on $3.1B total assets). Gatekeeper / Intake Conduit: Marquette Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 — Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

531 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 8 Shared Vehicles

FEG Investment Advisors

OCIO / Wealth RIA Ohio
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
High Alpha Capital IV (2025 Vintage)
Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust: $14.5M · IRS Form 990 Sched D
FEG Investment Advisors: $95.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hellman & Freidman Capital Partners XI (2025 Vintage) · Helios Investors III LP (2024 Vintage)

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

United Capital Financial Advisors

OCIO / Wealth RIA Irving, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hellman & Freidman Capital Partners XI (2025 Vintage)
Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust: $11.5M · IRS Form 990 Sched D
United Capital Financial Advisors: $19.8M · SEC Form ADV 7.B

Additional shared vehicles: High Alpha Capital IV (2025 Vintage) · Helios Investors III LP (2024 Vintage)

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

Carillon Cape May Worthington University Foundation & Endowment Pool

University Endowment Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Helios Investors III LP (2024 Vintage)
Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
Carillon Cape May Worthington University Foundation & Endowment Pool: $33.0M · IRS Form 990 Sched D

Additional shared vehicles: High Alpha Capital IV (2025 Vintage) · Hellman & Freidman Capital Partners XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+528 Additional Institutional LPs Report Shared Vehicles with Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (531 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 Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

Buyout LPs →Real Estate LPs →Private Equity LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Brattleboro, VT). Across 20 historical disclosure records tracked on Prilago ($286.8M total parsed USD across disclosed rows), the median disclosed amount is $14.5M (range: $10.8M to $18.0M).

Which private-market strategies appear in Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust's public disclosures?

Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Private Equity, Growth Equity, Venture Capital. Open preview records include Sycamore Partners IV (2025 Vintage), HIG Middle Mkt LBO Fund IV, L.P. (2025 Vintage), High Street Logistics Value Fund I (2025 Vintage), High Street Value Add Fund I LP (2025 Vintage).

How are Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Deerfield Valley Catoctin Montague 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 Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/deerfield-valley-catoctin-montague-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 Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Deerfield Valley Catoctin Montague Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 531 institutional LPs across 20 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 FEG Investment Advisors (8 shared vehicles, e.g. High Alpha Capital IV (2025 Vintage)), United Capital Financial Advisors (8 shared vehicles, e.g. Hellman & Freidman Capital Partners XI (2025 Vintage)), Carillon Cape May Worthington University Foundation & Endowment Pool (8 shared vehicles, e.g. Helios Investors III LP (2024 Vintage)).

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