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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Traverse City, MI HQ: Traverse City, MI

Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

$2.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($261.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Fund of Funds, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$261.6M
Total AUM: $2.2B
Median Disclosed Amount
$12.5M
Range: $8.2M – $18.0M
Disclosed Fund Multiples
11.7% Mean IRR (n=9) · 1.77x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Apollo Accord Fund VI Private Credit 2025
$14.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Origami Opportunities Fund V 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
Apogem Capital Private Equity X Buyout 2025
$10.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Exeter Industrial VI Real Estate 2025
$13.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Benefit Street Partners Fund VI Private Credit 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 — Grand Traverse Chappaqua Wakefield 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

Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust (Traverse City, MI) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($50.0M allocation gap toward a 15.5% target, advised by WTW (Willis Towers Watson)).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-15

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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 — Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

349 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Grand Traverse Chappaqua Wakefield 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

Voya Financial General Account

Insurance Company New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apollo Accord Fund VI (2023 Vintage)
Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust: $14.2M · IRS Form 990 Sched D
Voya Financial General Account: $49.2M · SEC EDGAR Filing

Additional shared vehicles: Apogem Capital Private Equity X (2023 Vintage) · Anzu Industrial Capital Partners III QP, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Hinsdale Harriman Lindqvist Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apogem Capital Private Equity X (2023 Vintage)
Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust: $10.8M · IRS Form 990 Sched D
Hinsdale Harriman Lindqvist Institutional Outsourced CIO & Wealth Advisory: $92.0M · SEC Form ADV 7.B

Additional shared vehicles: Apollo Accord Fund VI (2023 Vintage) · Anzu Industrial Capital Partners III QP, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Main Street Advisors

Family Office / MFO California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Anzu Industrial Capital Partners III QP, L.P. (2021 Vintage)
Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust: $10.5M · IRS Form 990 Sched D
Main Street Advisors: $10.8M · SEC Form ADV 7.B

Additional shared vehicles: Apollo Accord Fund VI (2023 Vintage) · Apogem Capital Private Equity X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+346 Additional Institutional LPs Report Shared Vehicles with Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (349 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 Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Fund of Funds LPs →Growth Equity LPs →

Frequently Asked Questions: Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Traverse City, MI; Headquarters: Traverse City, MI). Across 21 historical disclosure records tracked on Prilago ($261.6M total parsed USD across disclosed rows), the median disclosed amount is $12.5M (range: $8.2M to $18.0M).

Which private-market strategies appear in Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust's public disclosures?

Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Private Credit, Fund of Funds, Growth Equity. Open preview records include Apollo Accord Fund VI (2025 Vintage), Origami Opportunities Fund V (2025 Vintage), Apogem Capital Private Equity X (2025 Vintage), Exeter Industrial VI (2025 Vintage).

How are Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Grand Traverse Chappaqua Wakefield 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 Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/grand-traverse-chappaqua-wakefield-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 Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Grand Traverse Chappaqua Wakefield Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 349 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 Voya Financial General Account (8 shared vehicles, e.g. Apollo Accord Fund VI (2023 Vintage)), Hinsdale Harriman Lindqvist Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Apogem Capital Private Equity X (2023 Vintage)), Main Street Advisors (8 shared vehicles, e.g. Anzu Industrial Capital Partners III QP, L.P. (2021 Vintage)).

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