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University Endowment IRS Form 990 Sched D Roadshow Hub: Minnesota / Wisconsin HQ: Edina, MN

Edina Holston Caldwell University Foundation & Endowment Pool

$6.9B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($514.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$514.4M
Total AUM: $6.9B
Median Disclosed Amount
$20.5M
Range: $14.0M – $54.6M
Disclosed Fund Multiples
13.5% Mean IRR (n=7) · 1.69x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Edina Holston Caldwell University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
KSL Capital Partners VII Real Estate 2025
$20.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Axiom Asia Fund 6, L.P. Buyout 2025
$19.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Verdant Street Real Estate Fund V Real Estate 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Crescent Credit Dislocation Fund III Private Credit 2025
$49.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Centerbridge RE II Real Estate 2025
$18.0M
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 Holston Caldwell University Foundation & Endowment Pool

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

Allocation-Policy / Pacing Update

Edina Holston Caldwell University Foundation & Endowment Pool (University Endowment, $6.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.5% vs. 19.7% Actual; $124.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$56M–$106M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.5% vs 19.7% actual on $6.9B total assets). Gatekeeper / Intake Conduit: WTW (Willis Towers Watson).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 Holston Caldwell University Foundation & Endowment Pool

408 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Edina Holston Caldwell University Foundation & Endowment Pool (18 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 7 Shared Vehicles

Fred Alger Management

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Capital Partners VII (2025 Vintage)
Edina Holston Caldwell University Foundation & Endowment Pool: $20.5M · IRS Form 990 Sched D
Fred Alger Management: $74.2M · SEC Form ADV 7.B

Additional shared vehicles: KSL Capital Partners CV II 3, LP (2023 Vintage) · KSL Capital Partners Credit Opportunities Fund IV, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Cherokee Strip Breckenridge Alderwood Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Capital Partners CV II 3, LP (2023 Vintage)
Edina Holston Caldwell University Foundation & Endowment Pool: $34.2M · IRS Form 990 Sched D
Cherokee Strip Breckenridge Alderwood Industrial Consolidated Master Retirement Trust: $53.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KSL Capital Partners VII (2025 Vintage) · KSL Capital Partners Credit Opportunities Fund IV, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Wapakoneta, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Capital Partners Credit Opportunities Fund IV, LP (2022 Vintage)
Edina Holston Caldwell University Foundation & Endowment Pool: $32.8M · IRS Form 990 Sched D
Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory: $107.8M · SEC Form ADV 7.B

Additional shared vehicles: KSL Capital Partners VII (2025 Vintage) · KSL Capital Partners CV II 3, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+405 Additional Institutional LPs Report Shared Vehicles with Edina Holston Caldwell University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Edina Holston Caldwell University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 19 total tracked records for Edina Holston Caldwell University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (408 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 Holston Caldwell University Foundation & Endowment Pool

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

Frequently Asked Questions: Edina Holston Caldwell University Foundation & Endowment Pool

What type of institutional allocator is Edina Holston Caldwell University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Edina Holston Caldwell University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Edina, MN). Across 19 historical disclosure records tracked on Prilago ($514.4M total parsed USD across disclosed rows), the median disclosed amount is $20.5M (range: $14.0M to $54.6M).

Which private-market strategies appear in Edina Holston Caldwell University Foundation & Endowment Pool's public disclosures?

Edina Holston Caldwell University Foundation & Endowment Pool has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Infrastructure. Open preview records include KSL Capital Partners VII (2025 Vintage), Axiom Asia Fund 6, L.P. (2025 Vintage), Verdant Street Real Estate Fund V (2025 Vintage), Crescent Credit Dislocation Fund III (2025 Vintage).

How are Edina Holston Caldwell University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Edina Holston Caldwell University Foundation & Endowment Pool 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 Holston Caldwell University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/edina-holston-caldwell-university-foundation-and-endowment-pool 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 Holston Caldwell University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Edina Holston Caldwell University Foundation & Endowment Pool shares resolved underlying fund vehicles with 408 institutional LPs across 18 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 Fred Alger Management (7 shared vehicles, e.g. KSL Capital Partners VII (2025 Vintage)), Cherokee Strip Breckenridge Alderwood Industrial Consolidated Master Retirement Trust (6 shared vehicles, e.g. KSL Capital Partners CV II 3, LP (2023 Vintage)), Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. KSL Capital Partners Credit Opportunities Fund IV, LP (2022 Vintage)).

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