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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 Halifax Bellingham Permanent Endowment & Fiduciary Trust

$7.3B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($471.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit, Multi-Strategy (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$471.6M
Total AUM: $7.3B
Median Disclosed Amount
$22.0M
Range: $15.0M – $37.6M
Disclosed Fund Multiples
13.4% Mean IRR (n=8) · 1.68x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
True Ventures Select IV LP Venture Capital 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
CBRE U.S. Core Partners, L.P. Real Estate 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
Congruent Ventures III Venture Capital 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
CVC Capital Strategic Opps III Buyout 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
PIMCO Corporate Opportunities Fund IV Buyout 2023
$26.5M
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 Halifax Bellingham 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 Halifax Bellingham Permanent Endowment & Fiduciary Trust (Bozeman, MT) committed $20.0M to CBRE U.S. Core Partners, L.P. (Real Estate sleeve) under its 2025 private markets pacing program ($189.8M allocation gap toward a 14.0% target, advised by Verus Investments).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-21

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust

553 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust (20 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 8 Shared Vehicles

Offit Capital

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO BRAVO Fund VI (2025 Vintage)
Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust: $24.8M · IRS Form 990 Sched D
Offit Capital: $44.0M · SEC Form ADV 7.B

Additional shared vehicles: Pimco Commercial Real Estate Debt Fund V (2024 Vintage) · PIMCO Corporate Opportunities Fund IV (2023 Vintage)

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

JST Japan University Endowment Fund

University Endowment Tokyo, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pimco Commercial Real Estate Debt Fund V (2024 Vintage)
Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust: $20.8M · IRS Form 990 Sched D
JST Japan University Endowment Fund: $80.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PIMCO Corporate Opportunities Fund IV (2023 Vintage) · PIMCO Real Estate Opportunities Fund VIII (2022 Vintage)

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

Syzygy Asset Management

OCIO / Wealth RIA Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
True Ventures Select IV LP (2024 Vintage)
Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D
Syzygy Asset Management: $166.3M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO BRAVO Fund VI (2025 Vintage) · Pimco Commercial Real Estate Debt Fund V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+550 Additional Institutional LPs Report Shared Vehicles with Gallatin Valley Halifax Bellingham 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 Halifax Bellingham Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (553 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust

Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Credit LPs →Multi-Strategy LPs →

Frequently Asked Questions: Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust

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

Gallatin Valley Halifax Bellingham 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 20 historical disclosure records tracked on Prilago ($471.6M total parsed USD across disclosed rows), the median disclosed amount is $22.0M (range: $15.0M to $37.6M).

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

Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Multi-Strategy. Open preview records include True Ventures Select IV LP (2025 Vintage), CBRE U.S. Core Partners, L.P. (2025 Vintage), Congruent Ventures III (2025 Vintage), CVC Capital Strategic Opps III (2025 Vintage).

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

Records for Gallatin Valley Halifax Bellingham 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 Halifax Bellingham 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-halifax-bellingham-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 Halifax Bellingham Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Gallatin Valley Halifax Bellingham Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 553 institutional LPs across 20 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 Offit Capital (8 shared vehicles, e.g. PIMCO BRAVO Fund VI (2025 Vintage)), JST Japan University Endowment Fund (7 shared vehicles, e.g. Pimco Commercial Real Estate Debt Fund V (2024 Vintage)), Syzygy Asset Management (7 shared vehicles, e.g. True Ventures Select IV LP (2024 Vintage)).

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