Skip to main content
Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Littleton, NH

Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

$8.3B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($688.9M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Growth Equity, Private Equity, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$688.9M
Total AUM: $8.3B
Median Disclosed Amount
$28.0M
Range: $18.0M – $48.9M
Disclosed Fund Multiples
12.9% Mean IRR (n=12) · 1.64x Mean TVPI (n=12)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
IGIS Asia Infrastructure Fund III Infrastructure 2025
$40.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
IGP Gaming and Entertainment Fund I Buyout 2025
$34.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Copenhagen Infrastructure V, L.P. Infrastructure 2025
$22.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
General Catalyst Growth Fund V Growth Equity 2025
$48.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Khosla Ventures Excelsior, LP Distressed / Special Situations 2025
$44.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Franconia Antietam Montgomery 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

Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust (Institutional Trust, $8.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.4% Actual; $215.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$97M–$183M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.0% vs 13.4% actual on $8.3B total assets). Gatekeeper / Intake Conduit: Townsend Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

469 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust (24 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 12 Shared Vehicles

New York Life General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGP Gaming and Entertainment Fund I (2025 Vintage)
Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust: $34.5M · IRS Form 990 Sched D
New York Life General Account: $91.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGIS Asia Infrastructure Fund III (2023 Vintage) · IGF Infrastructure Fund II (2023 Vintage)

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

Gunnison Chincoteague Chesterfield Mutual & Casualty Insurance General Account

Insurance Company Gunnison, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGIS Asia Infrastructure Fund III (2023 Vintage)
Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust: $40.2M · IRS Form 990 Sched D
Gunnison Chincoteague Chesterfield Mutual & Casualty Insurance General Account: $96.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGP Gaming and Entertainment Fund I (2025 Vintage) · IGF Infrastructure Fund III (2022 Vintage)

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

Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Copenhagen Infrastructure V (2025 Vintage)
Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D
Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust: $28.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IGP Gaming and Entertainment Fund I (2025 Vintage) · IGIS Asia Infrastructure Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+466 Additional Institutional LPs Report Shared Vehicles with Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (469 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

Infrastructure LPs →Buyout LPs →Growth Equity LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Littleton, NH). Across 24 historical disclosure records tracked on Prilago ($688.9M total parsed USD across disclosed rows), the median disclosed amount is $28.0M (range: $18.0M to $48.9M).

Which private-market strategies appear in Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust's public disclosures?

Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust has disclosed records across Infrastructure, Buyout, Growth Equity, Private Equity, Private Credit. Open preview records include IGIS Asia Infrastructure Fund III (2025 Vintage), IGP Gaming and Entertainment Fund I (2025 Vintage), Copenhagen Infrastructure V, L.P. (2025 Vintage), General Catalyst Growth Fund V (2025 Vintage).

How are Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Franconia Antietam Montgomery 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 Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/franconia-antietam-montgomery-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 Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Franconia Antietam Montgomery Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 469 institutional LPs across 24 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 New York Life General Account (12 shared vehicles, e.g. IGP Gaming and Entertainment Fund I (2025 Vintage)), Gunnison Chincoteague Chesterfield Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. IGIS Asia Infrastructure Fund III (2023 Vintage)), Chenango Androscoggin Weatherby Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Copenhagen Infrastructure V (2025 Vintage)).

Related Institutional Trust & Massachusetts / New England Institutional LPs

Vermont Pension Investment Commission (VPIC) (446)Massachusetts PRIM (400)Connecticut Retirement (398)Rhode Island ERSRI (392)Maine PERS (328)Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (32)Duxbury Greenbrier Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (32)NEPC (32)Panagora Asset Management (32)Portfolio Advisors (FS Investments) (32)