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

Evergreen Chelan Bernstein University Foundation & Endowment Pool

$4.3B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($394.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Growth Equity, Real Estate (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
$394.1M
Total AUM: $4.3B
Median Disclosed Amount
$18.0M
Range: $13.0M – $34.0M
Disclosed Fund Multiples
15.2% Mean IRR (n=8) · 1.30x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Evergreen Chelan Bernstein University Foundation & Endowment Pool

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
Asana Partners Fund IV, LP Buyout 2025
$23.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ascent Venture Partners VI, LP Venture Capital 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
Ascent Venture Partners V, LP Venture Capital 2025
$14.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Asia Alternatives Capital Partners V Buyout 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
Ascend Capital Partners VI Buyout 2024
$26.2M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Evergreen Chelan Bernstein 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

Evergreen Chelan Bernstein University Foundation & Endowment Pool (University Endowment, $4.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.5% vs. 18.9% Actual; $111.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$50M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.5% vs 18.9% actual on $4.3B total assets). Gatekeeper / Intake Conduit: Fiducient Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 Chelan Bernstein University Foundation & Endowment Pool

486 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Evergreen Chelan Bernstein University Foundation & Endowment Pool (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

Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account

Insurance Company Decatur, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Asana Partners Fund IV, LP (2025 Vintage)
Evergreen Chelan Bernstein University Foundation & Endowment Pool: $23.2M · IRS Form 990 Sched D
Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account: $60.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ascent Venture Partners VI, LP (2025 Vintage) · Ascent Venture Partners V, LP (2025 Vintage)

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

Pfizer Inc. Consolidated Pension Master Trust

Corporate Pension Plan New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ascent Venture Partners VI, LP (2025 Vintage)
Evergreen Chelan Bernstein University Foundation & Endowment Pool: $20.5M · IRS Form 990 Sched D
Pfizer Inc. Consolidated Pension Master Trust: $69.8M · SEC EDGAR Filing

Additional shared vehicles: Asana Partners Fund IV, LP (2025 Vintage) · Ascent Venture Partners V, LP (2025 Vintage)

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

3M Employee Retirement Income Plan Trust

Corporate Pension Plan St. Paul, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ascent Venture Partners V, LP (2025 Vintage)
Evergreen Chelan Bernstein University Foundation & Endowment Pool: $14.2M · IRS Form 990 Sched D
3M Employee Retirement Income Plan Trust: $32.5M · SEC EDGAR Filing

Additional shared vehicles: Asana Partners Fund IV, LP (2025 Vintage) · Ascent Venture Partners VI, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+483 Additional Institutional LPs Report Shared Vehicles with Evergreen Chelan Bernstein University Foundation & Endowment Pool

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Evergreen Chelan Bernstein University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 20 total tracked records for Evergreen Chelan Bernstein University Foundation & Endowment Pool) 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 (486 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 Chelan Bernstein University Foundation & Endowment Pool

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

Frequently Asked Questions: Evergreen Chelan Bernstein University Foundation & Endowment Pool

What type of institutional allocator is Evergreen Chelan Bernstein University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Evergreen Chelan Bernstein University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Evergreen, CO). Across 20 historical disclosure records tracked on Prilago ($394.1M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $34.0M).

Which private-market strategies appear in Evergreen Chelan Bernstein University Foundation & Endowment Pool's public disclosures?

Evergreen Chelan Bernstein University Foundation & Endowment Pool has disclosed records across Buyout, Private Credit, Venture Capital, Growth Equity, Real Estate. Open preview records include Asana Partners Fund IV, LP (2025 Vintage), Ascent Venture Partners VI, LP (2025 Vintage), Ascent Venture Partners V, LP (2025 Vintage), Asia Alternatives Capital Partners V (2025 Vintage).

How are Evergreen Chelan Bernstein University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Evergreen Chelan Bernstein 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 Evergreen Chelan Bernstein University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/evergreen-chelan-bernstein-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 Evergreen Chelan Bernstein University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Evergreen Chelan Bernstein University Foundation & Endowment Pool shares resolved underlying fund vehicles with 486 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 Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Asana Partners Fund IV, LP (2025 Vintage)), Pfizer Inc. Consolidated Pension Master Trust (8 shared vehicles, e.g. Ascent Venture Partners VI, LP (2025 Vintage)), 3M Employee Retirement Income Plan Trust (8 shared vehicles, e.g. Ascent Venture Partners V, LP (2025 Vintage)).

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