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Institutional Trust IRS Form 990 Sched D Roadshow Hub: New York / Tri-State HQ: Batavia, NY

Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

$5.3B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($341.9M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, 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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$341.9M
Total AUM: $5.3B
Median Disclosed Amount
$18.5M
Range: $13.0M – $28.3M
Disclosed Fund Multiples
13.3% Mean IRR (n=6) · 1.69x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Basis Big Real Estate Fund III Real Estate 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Wheelock Street Real Estate Fund VI LP Real Estate 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
Riverstone Credit Partners V Private Credit 2025
$28.3M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Impact Developers Fund, LP Real Estate 2025
$25.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Starwood Property Trust Global VIII Real Estate 2022
$20.8M
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 — Genesee Valley Highland Park Brookfield 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

Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust (Batavia, NY) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($95.4M allocation gap toward a 14.5% target, advised by Hamilton Lane).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-17

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

357 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust (18 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 6 Shared Vehicles

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust Global VIII (2022 Vintage)
Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust: $20.8M · IRS Form 990 Sched D
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $108.0M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Real Estate Partners XII (2022 Vintage) · Starwood Property Trust XI (2022 Vintage)

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

Kaiser Foundation Hospitals & Health Plan Investments

Healthcare / Hospital System US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Real Estate Partners XII (2022 Vintage)
Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust: $18.5M · IRS Form 990 Sched D
Kaiser Foundation Hospitals & Health Plan Investments: $77.5M · IRS Form 990 Sched D

Additional shared vehicles: Starwood Property Trust Global VIII (2022 Vintage) · Starwood Property Trust XI (2022 Vintage)

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

Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Escondido, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust XI (2022 Vintage)
Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust: $16.5M · IRS Form 990 Sched D
Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory: $64.8M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Trust Global VIII (2022 Vintage) · Starwood Real Estate Partners XII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+354 Additional Institutional LPs Report Shared Vehicles with Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (357 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 Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: New York / Tri-State; Headquarters: Batavia, NY). Across 18 historical disclosure records tracked on Prilago ($341.9M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $13.0M to $28.3M).

Which private-market strategies appear in Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust's public disclosures?

Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Private Equity. Open preview records include Basis Big Real Estate Fund III (2025 Vintage), Wheelock Street Real Estate Fund VI LP (2025 Vintage), Riverstone Credit Partners V (2025 Vintage), Impact Developers Fund, LP (2025 Vintage).

How are Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Genesee Valley Highland Park Brookfield 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 Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/genesee-valley-highland-park-brookfield-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 Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Genesee Valley Highland Park Brookfield Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 357 institutional LPs across 18 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Starwood Property Trust Global VIII (2022 Vintage)), Kaiser Foundation Hospitals & Health Plan Investments (6 shared vehicles, e.g. Starwood Real Estate Partners XII (2022 Vintage)), Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Starwood Property Trust XI (2022 Vintage)).

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