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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Evergreen, CO

Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust

$7.6B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($491.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Infrastructure, Real Estate, Growth Equity (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
$491.6M
Total AUM: $7.6B
Median Disclosed Amount
$23.0M
Range: $16.0M – $39.1M
Disclosed Fund Multiples
13.9% Mean IRR (n=8) · 1.36x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Evergreen Caddo Lake Bernstein 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
Ares Private Markets Fund II Private Credit 2025
$31.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ares Corporate Opportunity Fund VI, LP Buyout 2025
$29.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ares Private Credit Opportunities Fund III Private Credit 2025
$22.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Global Infrastructure Partners VI Infrastructure 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
General Atlantic Growth Equity Fund IV Growth Equity 2025
$39.1M
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 — Evergreen Caddo Lake Bernstein 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

Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.2% Actual; $136.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$62M–$116M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 12.2% actual on $7.6B total assets). Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 — Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust

467 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust (20 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 8 Shared Vehicles

Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Capital Europe IX (2025 Vintage)
Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust: $33.2M · IRS Form 990 Sched D
Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $97.5M · SEC Form ADV 7.B

Additional shared vehicles: Ares Private Markets Fund II (2025 Vintage) · Ares Corporate Opportunity Fund VI, LP (2025 Vintage)

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

Glacier Peak Carillon Osullivan Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Private Markets Fund II (2025 Vintage)
Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust: $31.8M · IRS Form 990 Sched D
Glacier Peak Carillon Osullivan Industrial Consolidated Master Retirement Trust: $45.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Capital Europe IX (2025 Vintage) · Ares Corporate Opportunity Fund VI, LP (2025 Vintage)

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

Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Corporate Opportunity Fund VI, LP (2025 Vintage)
Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust: $29.2M · IRS Form 990 Sched D
Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account: $99.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Capital Europe IX (2025 Vintage) · Ares Private Markets Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+464 Additional Institutional LPs Report Shared Vehicles with Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Evergreen Caddo Lake Bernstein 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 (467 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 Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Evergreen, CO). Across 20 historical disclosure records tracked on Prilago ($491.6M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $16.0M to $39.1M).

Which private-market strategies appear in Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust's public disclosures?

Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Infrastructure, Real Estate, Growth Equity. Open preview records include Ares Private Markets Fund II (2025 Vintage), Ares Corporate Opportunity Fund VI, LP (2025 Vintage), Ares Private Credit Opportunities Fund III (2025 Vintage), Global Infrastructure Partners VI (2025 Vintage).

How are Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Evergreen Caddo Lake Bernstein 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 Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/evergreen-caddo-lake-bernstein-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 Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Evergreen Caddo Lake Bernstein Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 467 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 Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Ares Capital Europe IX (2025 Vintage)), Glacier Peak Carillon Osullivan Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Ares Private Markets Fund II (2025 Vintage)), Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Ares Corporate Opportunity Fund VI, LP (2025 Vintage)).

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