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Corporate Pension Plan Allocator Webpage (Unanchored URL) Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Kalispell, MT

Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

$4.7B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($352.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Real Estate, Infrastructure (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
$352.1M
Total AUM: $4.7B
Median Disclosed Amount
$15.8M
Range: $13.0M – $23.3M
Disclosed Fund Multiples
12.7% Mean IRR (n=10) · 1.58x Mean TVPI (n=10)
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 — Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement 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
Heitman VP VI Real Estate 2025
$16.0M
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)
BroadRiver III, LP Private Equity 2025
$14.0M
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)
Oaktree Power Opportunities Fund VII Infrastructure 2025
$13.0M
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)
AEA Investors SBF IV Private Equity 2025
$17.0M
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)
Coastal Pacific Partners, L.P. Private Equity 2023
$16.2M
General webpage link · Exact filing & amount pending · As of March 2026
 General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

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

Allocation-Policy / Pacing Update

Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust (Kalispell, MT) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($84.6M allocation gap toward a 13.5% target, advised by Aon Investments).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-19

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

512 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust (21 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 9 Shared Vehicles

Consolidated Edison (Con Edison) Retirement Plan Master Trust

Corporate Pension Plan New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coastal Pacific Partners, L.P. (2023 Vintage)
Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust: $16.2M · Allocator Webpage (Unanchored URL)
Consolidated Edison (Con Edison) Retirement Plan Master Trust: $61.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Clearlake Opportunities Partners I (2023 Vintage) · Coalesce Capital Fund I, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

Institutional Trust Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearlake Opportunities Partners I (2023 Vintage)
Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust: $16.2M · Allocator Webpage (Unanchored URL)
Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D

Additional shared vehicles: Coastal Pacific Partners, L.P. (2023 Vintage) · Coalesce Capital Fund I, L.P. (2023 Vintage)

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

Great Plains Hampton Roads Beaumont Mutual & Casualty Insurance General Account

Insurance Company Salina, KS
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coalesce Capital Fund I, L.P. (2023 Vintage)
Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust: $15.8M · Allocator Webpage (Unanchored URL)
Great Plains Hampton Roads Beaumont Mutual & Casualty Insurance General Account: $82.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Coastal Pacific Partners, L.P. (2023 Vintage) · Clearlake Opportunities Partners I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+509 Additional Institutional LPs Report Shared Vehicles with Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

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Request Pilot Access to Full Workspace Data for Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement 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 (512 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

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

Frequently Asked Questions: Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

What type of institutional allocator is Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust and what is their typical disclosed ticket size?

Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Kalispell, MT). Across 22 historical disclosure records tracked on Prilago ($352.1M total parsed USD across disclosed rows), the median disclosed amount is $15.8M (range: $13.0M to $23.3M).

Which private-market strategies appear in Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust's public disclosures?

Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust has disclosed records across Buyout, Private Equity, Private Credit, Real Estate, Infrastructure. Open preview records include Heitman VP VI (2025 Vintage), BroadRiver III, LP (2025 Vintage), Oaktree Power Opportunities Fund VII (2025 Vintage), AEA Investors SBF IV (2025 Vintage).

How are Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust 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 Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/flathead-valley-fox-river-southwell-industrial-consolidated-master-retirement-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 Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust?

In Prilago's bilateral commitment graph, Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust shares resolved underlying fund vehicles with 512 institutional LPs across 21 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 Consolidated Edison (Con Edison) Retirement Plan Master Trust (9 shared vehicles, e.g. Coastal Pacific Partners, L.P. (2023 Vintage)), Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Clearlake Opportunities Partners I (2023 Vintage)), Great Plains Hampton Roads Beaumont Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Coalesce Capital Fund I, L.P. (2023 Vintage)).

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