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

Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust

$3.6B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($222.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Equity, Real Estate, Multi-Strategy (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$222.7M
Total AUM: $3.6B
Median Disclosed Amount
$16.0M
Range: $13.0M – $20.6M
Disclosed Fund Multiples
10.6% Mean IRR (n=2) · 1.31x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
ExodusPoint Partners Fund LP Multi-Strategy 2025
$18.0M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
ICG Europe Fund VII Buyout 2025
$15.8M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
ICG Infrastructure Equity Fund I Infrastructure 2025
$15.0M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Lightspeed Venture Partners XV Venture Capital 2024
$17.0M
Historical commitment · As of March 2026
Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Brookfield SREP II Private Equity 2023
$16.1M
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 — Deerfield Valley Delavan Hawthorne 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 Delavan Hawthorne Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 13.3% Actual; $79.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.5% vs 13.3% actual on $3.6B total assets). Gatekeeper / Intake Conduit: Aon Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 Delavan Hawthorne Permanent Endowment & Fiduciary Trust

369 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust (14 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 2 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Aviation Partners V (2022 Vintage)
Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust: $13.0M · IRS Form 990 Sched D
Wisconsin Investment Board (SWIB): $75.0M · CAFR / Board Packet (SWIB 2022 ACFR p.101)

Additional shared vehicles: Merit Mezzanine Fund V (2020 Vintage)

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

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Infrastructure Equity Fund I (2024 Vintage)
Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
CalSTRS: $250.0M · CAFR / Board Packet (CalSTRS June 2024 Board Meeting Materials)

Additional shared vehicles: Strategic Investors X-B, L.P. (2020 Vintage)

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

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners XV (2024 Vintage)
Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D
New Mexico State Investment Council: $50.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.240)

Additional shared vehicles: Tramway Venture Partners II (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+366 Additional Institutional LPs Report Shared Vehicles with Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (369 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 Delavan Hawthorne Permanent Endowment & Fiduciary Trust

Frequently Asked Questions: Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust

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

Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Brattleboro, VT). Across 14 historical disclosure records tracked on Prilago ($222.7M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $20.6M).

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

Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Infrastructure, Private Equity, Real Estate, Multi-Strategy. Open preview records include ExodusPoint Partners Fund LP (2025 Vintage), ICG Europe Fund VII (2025 Vintage), ICG Infrastructure Equity Fund I (2025 Vintage), Lightspeed Venture Partners XV (2024 Vintage).

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

Records for Deerfield Valley Delavan Hawthorne 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 Delavan Hawthorne 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-delavan-hawthorne-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 Delavan Hawthorne Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Deerfield Valley Delavan Hawthorne Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 369 institutional LPs across 14 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 Wisconsin Investment Board (SWIB) (2 shared vehicles, e.g. Carlyle Aviation Partners V (2022 Vintage)), CalSTRS (2 shared vehicles, e.g. ICG Infrastructure Equity Fund I (2024 Vintage)), New Mexico State Investment Council (2 shared vehicles, e.g. Lightspeed Venture Partners XV (2024 Vintage)).

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