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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Bozeman, MT

Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

$7.8B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($497.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$497.2M
Total AUM: $7.8B
Median Disclosed Amount
$24.0M
Range: $17.0M – $43.0M
Disclosed Fund Multiples
12.4% Mean IRR (n=7) · 1.69x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
$23.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bonfire Ventures IV, L.P. Venture Capital 2025
$20.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ex/Ante Fund I, LP Venture Capital 2025
$22.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
MaC Venture Capital II Venture Capital 2025
$21.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
OakTree Special Situations Fund III Buyout 2022
$33.2M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Gallatin Valley Brazosport Caldwell 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

Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $140.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$63M–$119M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 13.2% actual on $7.8B total assets). Gatekeeper / Intake Conduit: bFinance.

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 — Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

426 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust (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

Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Power Opportunities Fund VI (2024 Vintage)
Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust: $26.0M · IRS Form 990 Sched D
Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust: $31.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: OakTree Special Situations Fund III (2022 Vintage) · Oakley Capital V (2022 Vintage)

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

Swansea Gower Peninsula Cambrian Sovereign Venture Pool Contoocook Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OakTree Special Situations Fund III (2022 Vintage)
Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust: $33.2M · IRS Form 990 Sched D
Swansea Gower Peninsula Cambrian Sovereign Venture Pool Contoocook Sovereign Strategic Investment Fund: $18.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Power Opportunities Fund VI (2024 Vintage) · Oakley Capital V (2022 Vintage)

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

Emerald Coast Cape Ann Thornton Mutual & Casualty Insurance General Account

Insurance Company Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oakley Capital V (2022 Vintage)
Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust: $29.2M · IRS Form 990 Sched D
Emerald Coast Cape Ann Thornton Mutual & Casualty Insurance General Account: $44.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Power Opportunities Fund VI (2024 Vintage) · OakTree Special Situations Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+423 Additional Institutional LPs Report Shared Vehicles with Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 19 total tracked records for Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (426 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 Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

Buyout LPs →Venture Capital LPs →Real Estate LPs →Growth Equity LPs →Private Equity LPs →

Frequently Asked Questions: Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Bozeman, MT). Across 19 historical disclosure records tracked on Prilago ($497.2M total parsed USD across disclosed rows), the median disclosed amount is $24.0M (range: $17.0M to $43.0M).

Which private-market strategies appear in Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust's public disclosures?

Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Venture Capital, Real Estate, Growth Equity, Private Equity. Open preview records include Oakley Capital VI-B1 SCSp (2025 Vintage), Bonfire Ventures IV, L.P. (2025 Vintage), Ex/Ante Fund I, LP (2025 Vintage), MaC Venture Capital II (2025 Vintage).

How are Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Gallatin Valley Brazosport Caldwell 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 Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gallatin-valley-brazosport-caldwell-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 Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Gallatin Valley Brazosport Caldwell Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 426 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 Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. Oaktree Power Opportunities Fund VI (2024 Vintage)), Swansea Gower Peninsula Cambrian Sovereign Venture Pool Contoocook Sovereign Strategic Investment Fund (7 shared vehicles, e.g. OakTree Special Situations Fund III (2022 Vintage)), Emerald Coast Cape Ann Thornton Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Oakley Capital V (2022 Vintage)).

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