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Insurance Company Allocator Webpage (Unanchored URL) Roadshow Hub: Old Saybrook, CT HQ: Old Saybrook, CT

Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account

$34.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.92B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Growth Equity, Private 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.92B
Total AUM: $34.2B
Median Disclosed Amount
$88.2M
Range: $73.0M – $119.6M
Disclosed Fund Multiples
13.1% Mean IRR (n=9) · 1.62x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Oakley Capital VI-B1 SCSpParallel Vehicle Buyout 2025
$103.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Bain Capital Tech Opportunities Fund III Growth Equity 2025
$84.8M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
AEW Senior Housing Investors III, LP Real Estate 2025
$82.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Hellman & Friedman Partners X Buyout 2025
$95.0M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Eagle Point Defensive Income Fund US LP Private Equity 2025
$93.6M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account

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

Allocation-Policy / Pacing Update

Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account (Insurance Company, $34.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 9.5% vs. 7.3% Actual; $752.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$339M–$640M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 9.5% vs 7.3% actual on $34.2B total assets). Gatekeeper / Intake Conduit: Verus Investments.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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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 Evergreen Montgomery Mutual & Casualty Insurance General Account

413 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account (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 6 Shared Vehicles

Commonfund Capital

Fund of Funds / Seeder Wilton, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Tech Opportunities Fund III (2023 Vintage)
Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account: $84.8M · Allocator Webpage (Unanchored URL)
Commonfund Capital: $137.5M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Special Situations Asia II (2022 Vintage) · Bain Capital Special Situations Fund II (2022 Vintage)

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

Boston Children's Hospital Endowment

Healthcare / Hospital System Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Special Situations Asia II (2022 Vintage)
Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account: $109.5M · Allocator Webpage (Unanchored URL)
Boston Children's Hospital Endowment: $53.2M · IRS Form 990 Sched D

Additional shared vehicles: Bain Capital Tech Opportunities Fund III (2023 Vintage) · Bain Capital Special Situations Fund II (2022 Vintage)

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

Dorchester Edgartown Thornton University Foundation & Endowment Pool

University Endowment Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Special Situations Fund II (2022 Vintage)
Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account: $98.5M · Allocator Webpage (Unanchored URL)
Dorchester Edgartown Thornton University Foundation & Endowment Pool: $14.8M · IRS Form 990 Sched D

Additional shared vehicles: Bain Capital Tech Opportunities Fund III (2023 Vintage) · Bain Capital Special Situations Asia II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+410 Additional Institutional LPs Report Shared Vehicles with Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account

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Request Pilot Access to Full Workspace Data for Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account

You are viewing 5 open public preview records (out of 21 total tracked records for Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (413 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 Evergreen Montgomery Mutual & Casualty Insurance General Account

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

Frequently Asked Questions: Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account

What type of institutional allocator is Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account and what is their typical disclosed ticket size?

Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account is categorized under Insurance Company (Regional Roadshow Hub: Old Saybrook, CT; Headquarters: Old Saybrook, CT). Across 21 historical disclosure records tracked on Prilago ($1.92B total parsed USD across disclosed rows), the median disclosed amount is $88.2M (range: $73.0M to $119.6M).

Which private-market strategies appear in Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account's public disclosures?

Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account has disclosed records across Real Estate, Private Credit, Buyout, Growth Equity, Private Equity. Open preview records include Oakley Capital VI-B1 SCSp (2025 Vintage), Bain Capital Tech Opportunities Fund III (2025 Vintage), AEW Senior Housing Investors III, LP (2025 Vintage), Hellman & Friedman Partners X (2025 Vintage).

How are Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account's historical records substantiated and separated from active searches on Prilago?

Records for Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 Evergreen Montgomery Mutual & Casualty Insurance General Account's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fenwick-evergreen-montgomery-mutual-and-casualty-insurance-general-account 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 Evergreen Montgomery Mutual & Casualty Insurance General Account?

In Prilago's bilateral commitment graph, Fenwick Evergreen Montgomery Mutual & Casualty Insurance General Account shares resolved underlying fund vehicles with 413 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 Commonfund Capital (6 shared vehicles, e.g. Bain Capital Tech Opportunities Fund III (2023 Vintage)), Boston Children's Hospital Endowment (6 shared vehicles, e.g. Bain Capital Special Situations Asia II (2022 Vintage)), Dorchester Edgartown Thornton University Foundation & Endowment Pool (6 shared vehicles, e.g. Bain Capital Special Situations Fund II (2022 Vintage)).

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