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

Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

$6.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($639.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Real Assets, Private Equity, Growth Equity, Buyout (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
$639.6M
Total AUM: $6.6B
Median Disclosed Amount
$30.8M
Range: $14.0M – $54.6M
Disclosed Fund Multiples
12.0% Mean IRR (n=9) · 1.67x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

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
AEW Senior Housing Investors IV, LP Real Estate 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
NewSpring Growth Capital II Growth Equity 2025
$15.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Tiger Iron Garden Fund. L.P. Private Equity 2024
$17.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Clarion Lion Properties Fund, L.P. Real Estate 2023
$32.5M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Industry Venture Secondary VII Venture Capital 2023
$42.8M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Flathead Valley Delmarva Worthington 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

Flathead Valley Delmarva Worthington University Foundation & Endowment Pool (University Endowment, $6.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.5% vs. 20.3% Actual; $145.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$65M–$123M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 22.5% vs 20.3% actual on $6.6B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

388 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Flathead Valley Delmarva Worthington University Foundation & Endowment Pool (19 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 7 Shared Vehicles

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clarion Lion Properties Fund (2023 Vintage)
Flathead Valley Delmarva Worthington University Foundation & Endowment Pool: $32.5M · IRS Form 990 Sched D
Los Angeles County (LACERA): $593.9M · CAFR / Board Packet (LACERA Private Markets Holdings Report 2025, p.1)

Additional shared vehicles: HitecVision New Energy Fund I (2022 Vintage) · Cibus Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Driehaus Capital Management

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Chisholm Management, LP (2022 Vintage)
Flathead Valley Delmarva Worthington University Foundation & Endowment Pool: $30.8M · IRS Form 990 Sched D
Driehaus Capital Management: $59.5M · SEC Form ADV 7.B

Additional shared vehicles: Clarion Lion Properties Fund (2023 Vintage) · ChrysCapital IX, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Conrad N. Hilton Foundation

Private Foundation Westlake Village, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ChrysCapital IX, L.P. (2022 Vintage)
Flathead Valley Delmarva Worthington University Foundation & Endowment Pool: $26.2M · IRS Form 990 Sched D
Conrad N. Hilton Foundation: $47.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Clarion Lion Properties Fund (2023 Vintage) · Chisholm Management, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+385 Additional Institutional LPs Report Shared Vehicles with Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 21 total tracked records for Flathead Valley Delmarva Worthington University Foundation & Endowment Pool) 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 (388 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 Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

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

Frequently Asked Questions: Flathead Valley Delmarva Worthington University Foundation & Endowment Pool

What type of institutional allocator is Flathead Valley Delmarva Worthington University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Flathead Valley Delmarva Worthington University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Kalispell, MT). Across 21 historical disclosure records tracked on Prilago ($639.6M total parsed USD across disclosed rows), the median disclosed amount is $30.8M (range: $14.0M to $54.6M).

Which private-market strategies appear in Flathead Valley Delmarva Worthington University Foundation & Endowment Pool's public disclosures?

Flathead Valley Delmarva Worthington University Foundation & Endowment Pool has disclosed records across Real Estate, Real Assets, Private Equity, Growth Equity, Buyout. Open preview records include AEW Senior Housing Investors IV, LP (2025 Vintage), NewSpring Growth Capital II (2025 Vintage), Tiger Iron Garden Fund. L.P. (2024 Vintage), Clarion Lion Properties Fund, L.P. (2023 Vintage).

How are Flathead Valley Delmarva Worthington University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Flathead Valley Delmarva Worthington 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 Flathead Valley Delmarva Worthington University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/flathead-valley-delmarva-worthington-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 Flathead Valley Delmarva Worthington University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Flathead Valley Delmarva Worthington University Foundation & Endowment Pool shares resolved underlying fund vehicles with 388 institutional LPs across 19 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 Los Angeles County (LACERA) (7 shared vehicles, e.g. Clarion Lion Properties Fund (2023 Vintage)), Driehaus Capital Management (7 shared vehicles, e.g. Chisholm Management, LP (2022 Vintage)), Conrad N. Hilton Foundation (7 shared vehicles, e.g. ChrysCapital IX, L.P. (2022 Vintage)).

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