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

Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

$7.9B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($689.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Infrastructure, Venture Capital (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$689.7M
Total AUM: $7.9B
Median Disclosed Amount
$23.0M
Range: $17.0M – $42.2M
Disclosed Fund Multiples
12.1% Mean IRR (n=15) · 1.65x Mean TVPI (n=15)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
TPG Angelo Gordon Net Lease Realty Fund II Real Estate 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
Bain Capital Life Sciences Fund IV, L.P. Buyout 2025
$21.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
UP Ventures II 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
Canyon Laurel Fund II LP 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
Arlington Capital Partners VI Buyout 2023
$31.2M
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 — Grand Traverse Huntington Holmberg 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 Huntington Holmberg Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.5% Actual; $237.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$107M–$201M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.5% actual on $7.9B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

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 — Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

636 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust (25 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 12 Shared Vehicles

Border to Coast Pensions Partnership (UK LGPS)

Public Pension Plan Leeds, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Arlington Capital Partners VII (2025 Vintage)
Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust: $18.2M · IRS Form 990 Sched D
Border to Coast Pensions Partnership (UK LGPS): $61.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Arlington Capital Partners VI (2023 Vintage) · Arrowmark CLO Equity Strategic Partners II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Hiwassee Gaston Kensington Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Arlington Capital Partners VI (2023 Vintage)
Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust: $31.2M · IRS Form 990 Sched D
Hiwassee Gaston Kensington Permanent Endowment & Fiduciary Trust: $24.0M · IRS Form 990 Sched D

Additional shared vehicles: Arlington Capital Partners VII (2025 Vintage) · Ares Strategic Climate Infrastructure Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Rhumbline Advisers

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Arrowmark CLO Equity Strategic Partners II (2023 Vintage)
Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D
Rhumbline Advisers: $103.5M · SEC Form ADV 7.B

Additional shared vehicles: Arlington Capital Partners VII (2025 Vintage) · Arlington Capital Partners VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+633 Additional Institutional LPs Report Shared Vehicles with Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 27 total tracked records for Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (636 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 Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

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

Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Traverse City, MI; Headquarters: Traverse City, MI). Across 27 historical disclosure records tracked on Prilago ($689.7M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $17.0M to $42.2M).

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

Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Private Credit, Infrastructure, Venture Capital. Open preview records include TPG Angelo Gordon Net Lease Realty Fund II (2025 Vintage), Bain Capital Life Sciences Fund IV, L.P. (2025 Vintage), UP Ventures II (2025 Vintage), Canyon Laurel Fund II LP (2025 Vintage).

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

Records for Grand Traverse Huntington Holmberg 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 Huntington Holmberg 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-huntington-holmberg-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 Huntington Holmberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 636 institutional LPs across 25 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 Border to Coast Pensions Partnership (UK LGPS) (12 shared vehicles, e.g. Arlington Capital Partners VII (2025 Vintage)), Hiwassee Gaston Kensington Permanent Endowment & Fiduciary Trust (10 shared vehicles, e.g. Arlington Capital Partners VI (2023 Vintage)), Rhumbline Advisers (9 shared vehicles, e.g. Arrowmark CLO Equity Strategic Partners II (2023 Vintage)).

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