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University Endowment IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Littleton, NH

Franconia Chantilly Bergstrom University Foundation & Endowment Pool

$2.6B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($239.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Private Equity, Growth 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$239.4M
Total AUM: $2.6B
Median Disclosed Amount
$16.0M
Range: $13.0M – $21.5M
Disclosed Fund Multiples
15.5% Mean IRR (n=3) · 1.56x Mean TVPI (n=3)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Franconia Chantilly Bergstrom University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Impact Developers Fund, LP Real Estate 2025
$17.5M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Core Equity Fund IV 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
Industry PH V Private Equity 2025
$13.8M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kelso Investment Associates XI Buyout 2025
$18.0M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Insight Partners XV Growth Equity 2025
$14.0M
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 Chantilly Bergstrom 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

Franconia Chantilly Bergstrom University Foundation & Endowment Pool (Littleton, NH) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($67.6M allocation gap toward a 22.5% target, advised by NEPC).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-13

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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 — Franconia Chantilly Bergstrom University Foundation & Endowment Pool

412 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Franconia Chantilly Bergstrom University Foundation & Endowment Pool (15 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 3 Shared Vehicles

Maine PERS

Public Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kelso Investment Associates XI (2025 Vintage)
Franconia Chantilly Bergstrom University Foundation & Endowment Pool: $18.0M · IRS Form 990 Sched D
Maine PERS: $45.0M · CAFR / Board Packet (MainePERS PE 2024 Q4, p.9)

Additional shared vehicles: Cube Infrastructure III (2021 Vintage) · Tillridge Global Agribusiness Partners II (2016 Vintage)

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

Atchafalaya Farmington Valley Chamberlain Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Impact Developers Fund, LP (2023 Vintage)
Franconia Chantilly Bergstrom University Foundation & Endowment Pool: $17.5M · IRS Form 990 Sched D
Atchafalaya Farmington Valley Chamberlain Mutual & Casualty Insurance General Account: $105.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Industry PH V (2023 Vintage) · Index Ventures Growth IV (2020 Vintage)

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

Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Industry PH V (2023 Vintage)
Franconia Chantilly Bergstrom University Foundation & Endowment Pool: $13.8M · IRS Form 990 Sched D
Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory: $68.8M · SEC Form ADV 7.B

Additional shared vehicles: Impact Developers Fund, LP (2023 Vintage) · Index Ventures Growth IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+409 Additional Institutional LPs Report Shared Vehicles with Franconia Chantilly Bergstrom University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Franconia Chantilly Bergstrom University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 15 total tracked records for Franconia Chantilly Bergstrom University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (412 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 Franconia Chantilly Bergstrom University Foundation & Endowment Pool

Frequently Asked Questions: Franconia Chantilly Bergstrom University Foundation & Endowment Pool

What type of institutional allocator is Franconia Chantilly Bergstrom University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Franconia Chantilly Bergstrom University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Littleton, NH). Across 15 historical disclosure records tracked on Prilago ($239.4M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $21.5M).

Which private-market strategies appear in Franconia Chantilly Bergstrom University Foundation & Endowment Pool's public disclosures?

Franconia Chantilly Bergstrom University Foundation & Endowment Pool has disclosed records across Buyout, Venture Capital, Real Estate, Private Equity, Growth Equity. Open preview records include Impact Developers Fund, LP (2025 Vintage), Core Equity Fund IV (2025 Vintage), Industry PH V (2025 Vintage), Kelso Investment Associates XI (2025 Vintage).

How are Franconia Chantilly Bergstrom University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Franconia Chantilly Bergstrom 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 Franconia Chantilly Bergstrom University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/franconia-chantilly-bergstrom-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 Franconia Chantilly Bergstrom University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Franconia Chantilly Bergstrom University Foundation & Endowment Pool shares resolved underlying fund vehicles with 412 institutional LPs across 15 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 Maine PERS (3 shared vehicles, e.g. Kelso Investment Associates XI (2025 Vintage)), Atchafalaya Farmington Valley Chamberlain Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Impact Developers Fund, LP (2023 Vintage)), Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. Industry PH V (2023 Vintage)).

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