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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Gastonia, NC

Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust

$3.6B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($307.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Equity, Real Estate, Private Credit (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
$307.4M
Total AUM: $3.6B
Median Disclosed Amount
$15.2M
Range: $12.5M – $19.2M
Disclosed Fund Multiples
14.2% Mean IRR (n=8) · 1.65x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Gaston Ashuelot Goldstein 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
Hildred Equity Partners II 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
Providence Strat Growth V Growth Equity 2025
$15.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
KSL Capital Partners Tactical Opportunities Fund II, L.P. Buyout 2025
$14.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
AG Europe Realty Fund IV, L.P. Real Estate 2025
$15.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
HighVista US PE IX Private Equity 2025
$12.5M
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 — Gaston Ashuelot Goldstein 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

Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.9% Actual; $93.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.9% actual on $3.6B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust

430 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gaston Ashuelot Goldstein 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

Jasper Ridge Partners

Family Office / MFO Fort Worth, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence Strategic Growth III (2025 Vintage)
Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Jasper Ridge Partners: $80.0M · SEC Form ADV 7.B

Additional shared vehicles: Providence Strat Growth V (2025 Vintage) · Providence Strat Growth IV (2023 Vintage)

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

Harbor Springs Capistrano Blackwood Regional Health System Master Investment Pool

Healthcare / Hospital System Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence Strat Growth V (2025 Vintage)
Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust: $15.5M · IRS Form 990 Sched D
Harbor Springs Capistrano Blackwood Regional Health System Master Investment Pool: $16.5M · IRS Form 990 Sched D

Additional shared vehicles: Providence Strategic Growth III (2025 Vintage) · Providence Strat Growth IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Epoch Investment Partners, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence Strat Growth IV (2023 Vintage)
Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust: $13.5M · IRS Form 990 Sched D
Epoch Investment Partners, Inc.: $100.2M · SEC Form ADV 7.B

Additional shared vehicles: Providence Strategic Growth III (2025 Vintage) · Providence Strat Growth V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+427 Additional Institutional LPs Report Shared Vehicles with Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Gaston Ashuelot Goldstein 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 (430 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 Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Gastonia, NC). Across 20 historical disclosure records tracked on Prilago ($307.4M total parsed USD across disclosed rows), the median disclosed amount is $15.2M (range: $12.5M to $19.2M).

Which private-market strategies appear in Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust's public disclosures?

Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Growth Equity, Private Equity, Real Estate, Private Credit. Open preview records include Hildred Equity Partners II (2025 Vintage), Providence Strat Growth V (2025 Vintage), KSL Capital Partners Tactical Opportunities Fund II, L.P. (2025 Vintage), AG Europe Realty Fund IV, L.P. (2025 Vintage).

How are Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Gaston Ashuelot Goldstein 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 Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gaston-ashuelot-goldstein-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 Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Gaston Ashuelot Goldstein Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 430 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 Jasper Ridge Partners (7 shared vehicles, e.g. Providence Strategic Growth III (2025 Vintage)), Harbor Springs Capistrano Blackwood Regional Health System Master Investment Pool (7 shared vehicles, e.g. Providence Strat Growth V (2025 Vintage)), Epoch Investment Partners, Inc. (6 shared vehicles, e.g. Providence Strat Growth IV (2023 Vintage)).

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