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University Endowment IRS Form 990 Sched D Roadshow Hub: Simsbury, CT HQ: Simsbury, CT

Farmington Valley High Country Montague University Foundation & Endowment Pool

$5.3B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($535.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Infrastructure, Distressed / Special Situations (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$535.5M
Total AUM: $5.3B
Median Disclosed Amount
$27.0M
Range: $13.0M – $42.0M
Disclosed Fund Multiples
13.7% Mean IRR (n=10) · 1.72x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Farmington Valley High Country Montague University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Strategic Value Special Situation VI Distressed / Special Situations 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
BPE Europe VII Private Equity 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Transwestern Strategic Partners Fund III, LP Secondaries 2025
$14.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bridgewater Pure Alpha Fund I Multi-Strategy 2024
$13.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Accel Ventures IX Venture Capital 2023
$20.2M
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 — Farmington Valley High Country Montague 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

Farmington Valley High Country Montague University Foundation & Endowment Pool (University Endowment, $5.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.5% vs. 19.3% Actual; $116.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$52M–$99M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.5% vs 19.3% actual on $5.3B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Farmington Valley High Country Montague University Foundation & Endowment Pool

594 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Farmington Valley High Country Montague 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

Gqg Partners

OCIO / Wealth RIA Fort Lauderdale, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel Ventures IX (2023 Vintage)
Farmington Valley High Country Montague University Foundation & Endowment Pool: $20.2M · IRS Form 990 Sched D
Gqg Partners: $82.2M · SEC Form ADV 7.B

Additional shared vehicles: Accel-KKR Capital Partners CV IV LP (2022 Vintage) · Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage)

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

Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Capital Partners CV IV LP (2022 Vintage)
Farmington Valley High Country Montague University Foundation & Endowment Pool: $29.5M · IRS Form 990 Sched D
Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust: $21.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Accel Ventures IX (2023 Vintage) · Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage)

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

Alpha Architect

OCIO / Wealth RIA Newtown Square, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage)
Farmington Valley High Country Montague University Foundation & Endowment Pool: $28.5M · IRS Form 990 Sched D
Alpha Architect: $25.8M · SEC Form ADV 7.B

Additional shared vehicles: Accel-KKR Capital Partners CV IV LP (2022 Vintage) · Accel-KKR Credit Partners II LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+591 Additional Institutional LPs Report Shared Vehicles with Farmington Valley High Country Montague University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Farmington Valley High Country Montague University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 22 total tracked records for Farmington Valley High Country Montague University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (594 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 Farmington Valley High Country Montague University Foundation & Endowment Pool

Buyout LPs →Venture Capital LPs →Private Credit LPs →Infrastructure LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Farmington Valley High Country Montague University Foundation & Endowment Pool

What type of institutional allocator is Farmington Valley High Country Montague University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Farmington Valley High Country Montague University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Simsbury, CT; Headquarters: Simsbury, CT). Across 22 historical disclosure records tracked on Prilago ($535.5M total parsed USD across disclosed rows), the median disclosed amount is $27.0M (range: $13.0M to $42.0M).

Which private-market strategies appear in Farmington Valley High Country Montague University Foundation & Endowment Pool's public disclosures?

Farmington Valley High Country Montague University Foundation & Endowment Pool has disclosed records across Buyout, Venture Capital, Private Credit, Infrastructure, Distressed / Special Situations. Open preview records include Strategic Value Special Situation VI (2025 Vintage), BPE Europe VII (2025 Vintage), Transwestern Strategic Partners Fund III, LP (2025 Vintage), Bridgewater Pure Alpha Fund I (2024 Vintage).

How are Farmington Valley High Country Montague University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Farmington Valley High Country Montague 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 Farmington Valley High Country Montague University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/farmington-valley-high-country-montague-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 Farmington Valley High Country Montague University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Farmington Valley High Country Montague University Foundation & Endowment Pool shares resolved underlying fund vehicles with 594 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 Gqg Partners (8 shared vehicles, e.g. Accel Ventures IX (2023 Vintage)), Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Accel-KKR Capital Partners CV IV LP (2022 Vintage)), Alpha Architect (6 shared vehicles, e.g. Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage)).

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