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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Old Saybrook, CT HQ: Old Saybrook, CT

Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

$5.5B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($410.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$410.9M
Total AUM: $5.5B
Median Disclosed Amount
$18.5M
Range: $13.0M – $29.3M
Disclosed Fund Multiples
11.1% Mean IRR (n=10) · 1.57x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

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
BCP Tac Ops III S (Surge) LP Private Equity 2025
$19.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bridgepoint Europe VII D LP Buyout 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
BDT & MSD Partners Fund I Buyout 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
BC European Fund XI Buyout 2023
$19.8M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
BC European Capital XI Buyout 2023
$16.0M
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 — Fenwick Bitterroot Macallister 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

Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.3% Actual; $121.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$54M–$103M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.3% actual on $5.5B total assets). Gatekeeper / Intake Conduit: WTW (Willis Towers Watson).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

452 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust (22 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 10 Shared Vehicles

Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account

Insurance Company Athens, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BC European Fund XI (2023 Vintage)
Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust: $19.8M · IRS Form 990 Sched D
Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account: $96.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BCP Tac Ops III S (Surge) LP (2023 Vintage) · BC European Capital XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Mariner

Family Office / MFO Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BCP Tac Ops III S (Surge) LP (2023 Vintage)
Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D
Mariner: $125.8M · SEC Form ADV 7.B

Additional shared vehicles: BC European Fund XI (2023 Vintage) · BC European Capital XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Comal Hudson Valley Northrop Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BC European Capital XI (2023 Vintage)
Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Comal Hudson Valley Northrop Private Markets Primary & GP Seeder Fund-of-Funds: $116.8M · SEC Form ADV 7.B

Additional shared vehicles: BC European Fund XI (2023 Vintage) · BCP Tac Ops III S (Surge) LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+449 Additional Institutional LPs Report Shared Vehicles with Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust) 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 (452 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 Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Old Saybrook, CT; Headquarters: Old Saybrook, CT). Across 22 historical disclosure records tracked on Prilago ($410.9M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $13.0M to $29.3M).

Which private-market strategies appear in Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust's public disclosures?

Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Equity, Venture Capital, Growth Equity, Real Estate. Open preview records include BCP Tac Ops III S (Surge) LP (2025 Vintage), Bridgepoint Europe VII D LP (2025 Vintage), BDT & MSD Partners Fund I (2025 Vintage), BC European Fund XI (2023 Vintage).

How are Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Fenwick Bitterroot Macallister 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 Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fenwick-bitterroot-macallister-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 Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Fenwick Bitterroot Macallister Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 452 institutional LPs across 22 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 Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. BC European Fund XI (2023 Vintage)), Mariner (10 shared vehicles, e.g. BCP Tac Ops III S (Surge) LP (2023 Vintage)), Comal Hudson Valley Northrop Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. BC European Capital XI (2023 Vintage)).

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