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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Minnesota / Wisconsin HQ: Edina, MN

Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

$7.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($720.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Real Estate, Infrastructure (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$720.8M
Total AUM: $7.9B
Median Disclosed Amount
$26.2M
Range: $17.0M – $45.1M
Disclosed Fund Multiples
11.9% Mean IRR (n=14) · 1.71x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
KKR Direct Lending Opportunities III Private Credit 2025
$38.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Audax Private Equity Fund V Buyout 2025
$23.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
KKR ABF Partners II Buyout 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
KKR Real Estate Partners Americas VI Real Estate 2025
$41.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Millennium Technology Value Partners II Buyout 2025
$29.4M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Edina Champlain Valley Montgomery 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

Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 12.9% Actual; $205.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$92M–$175M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.5% vs 12.9% actual on $7.9B total assets). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

456 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust (26 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 14 Shared Vehicles

Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR ABF Partners II (2025 Vintage)
Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D
Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account: $86.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR Direct Lending Opportunities III (2023 Vintage) · KKR Asia Credit Opportunities Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Sohar Al Batinah Oman Fayetteville Sovereign Strategic Investment Fund

Sovereign Wealth Fund Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Direct Lending Opportunities III (2023 Vintage)
Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust: $38.0M · IRS Form 990 Sched D
Sohar Al Batinah Oman Fayetteville Sovereign Strategic Investment Fund: $43.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR ABF Partners II (2025 Vintage) · KKR Asia Credit Opportunities Fund II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Wapakoneta, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Asia Credit Opportunities Fund II (2022 Vintage)
Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust: $27.2M · IRS Form 990 Sched D
Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory: $50.5M · SEC Form ADV 7.B

Additional shared vehicles: KKR ABF Partners II (2025 Vintage) · KKR Asia Pacific Infrastructure Investors II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+453 Additional Institutional LPs Report Shared Vehicles with Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 26 total tracked records for Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (456 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

Buyout LPs →Private Equity LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Edina, MN). Across 26 historical disclosure records tracked on Prilago ($720.8M total parsed USD across disclosed rows), the median disclosed amount is $26.2M (range: $17.0M to $45.1M).

Which private-market strategies appear in Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust's public disclosures?

Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Equity, Private Credit, Real Estate, Infrastructure. Open preview records include KKR Direct Lending Opportunities III (2025 Vintage), Audax Private Equity Fund V (2025 Vintage), KKR ABF Partners II (2025 Vintage), KKR Real Estate Partners Americas VI (2025 Vintage).

How are Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Edina Champlain Valley Montgomery 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 Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/edina-champlain-valley-montgomery-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 Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 456 institutional LPs across 26 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 Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. KKR ABF Partners II (2025 Vintage)), Sohar Al Batinah Oman Fayetteville Sovereign Strategic Investment Fund (13 shared vehicles, e.g. KKR Direct Lending Opportunities III (2023 Vintage)), Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. KKR Asia Credit Opportunities Fund II (2022 Vintage)).

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