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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Elko, NV

Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust

$5.4B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($363.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Private Credit, 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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$363.4M
Total AUM: $5.4B
Median Disclosed Amount
$18.0M
Range: $13.0M – $27.8M
Disclosed Fund Multiples
12.9% Mean IRR (n=8) · 1.79x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Great Basin Golden Isles Southwell 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
Blackstone Tac Ops III S LP Private Equity 2025
$20.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Pantheon Cr Opp III Private Credit 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
Brighton Park Capital, L.P. Growth Equity 2025
$13.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Pennybacker VI Real Estate 2025
$27.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
PIMCO BRAVO Fund III Real Estate 2025
$18.2M
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 — Great Basin Golden Isles Southwell 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

Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.0% Actual; $162.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$73M–$138M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.0% actual on $5.4B total assets). Gatekeeper / Intake Conduit: Townsend Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust

495 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust (20 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 8 Shared Vehicles

Brandywine Global Investment Management

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Tac Ops III S LP (2023 Vintage)
Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust: $20.2M · IRS Form 990 Sched D
Brandywine Global Investment Management: $41.5M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Strategic Partners IX (2022 Vintage) · Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage)

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

Wealthspire Advisors

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Strategic Partners IX (2022 Vintage)
Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust: $18.5M · IRS Form 990 Sched D
Wealthspire Advisors: $77.8M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Tac Ops III S LP (2023 Vintage) · Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage)

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

Cetera Investment Advisers

OCIO / Wealth RIA Schaumburg, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker VI (2025 Vintage)
Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust: $27.8M · IRS Form 990 Sched D
Cetera Investment Advisers: $1.02B · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Tac Ops III S LP (2023 Vintage) · Blackstone Strategic Partners IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+492 Additional Institutional LPs Report Shared Vehicles with Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Great Basin Golden Isles Southwell 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 (495 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 Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Elko, NV). Across 20 historical disclosure records tracked on Prilago ($363.4M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $27.8M).

Which private-market strategies appear in Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust's public disclosures?

Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Buyout, Private Equity, Private Credit, Growth Equity. Open preview records include Blackstone Tac Ops III S LP (2025 Vintage), Pantheon Cr Opp III (2025 Vintage), Brighton Park Capital, L.P. (2025 Vintage), Pennybacker VI (2025 Vintage).

How are Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Great Basin Golden Isles Southwell 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 Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/great-basin-golden-isles-southwell-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 Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Great Basin Golden Isles Southwell Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 495 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 Brandywine Global Investment Management (8 shared vehicles, e.g. Blackstone Tac Ops III S LP (2023 Vintage)), Wealthspire Advisors (8 shared vehicles, e.g. Blackstone Strategic Partners IX (2022 Vintage)), Cetera Investment Advisers (8 shared vehicles, e.g. Pennybacker VI (2025 Vintage)).

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