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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Montpelier, VT HQ: Montpelier, VT

Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

$3.8B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($255.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Secondaries, Buyout, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
16
5 Open Source Trails Below
Sum of Disclosed Rows
$255.6M
Total AUM: $3.8B
Median Disclosed Amount
$16.0M
Range: $13.0M – $21.6M
Disclosed Fund Multiples
12.1% Mean IRR (n=4) · 1.85x Mean TVPI (n=4)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Charlesbank Equity Fund IX Buyout 2025
$18.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TA Realty Core Property Fund, L.P. 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
Basalt Infrastructure Partners IV Infrastructure 2025
$19.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Hamilton Lane EM Program I Private Equity 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
Domain Excelsior Fund, LP Private Credit 2022
$17.2M
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 — Green Mountain Essex County Blackwood 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

Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 12.9% Actual; $98.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.5% vs 12.9% actual on $3.8B total assets). Gatekeeper / Intake Conduit: Marquette Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 — Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

368 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust (15 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 4 Shared Vehicles

Montana Board of Investments

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Domain Excelsior Fund, LP (2022 Vintage)
Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust: $17.2M · IRS Form 990 Sched D
Montana Board of Investments: $90.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Credit Fund II (2021 Vintage) · Dover Street X (2020 Vintage)

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

Sanders Capital

OCIO / Wealth RIA West Palm Beach, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dover Street X (2020 Vintage)
Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust: $14.8M · IRS Form 990 Sched D
Sanders Capital: $95.8M · SEC Form ADV 7.B

Additional shared vehicles: Domain Excelsior Fund, LP (2022 Vintage) · Dover Street IX (2016 Vintage)

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

Hopewell Farmington Valley Worthington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Dover Street IX (2016 Vintage)
Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
Hopewell Farmington Valley Worthington Mutual & Casualty Insurance General Account: $41.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Domain Excelsior Fund, LP (2022 Vintage) · Dover Street X (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+365 Additional Institutional LPs Report Shared Vehicles with Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (368 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 Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

Real Estate LPs →Private Credit LPs →Secondaries LPs →Buyout LPs →Infrastructure LPs →

Frequently Asked Questions: Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Montpelier, VT; Headquarters: Montpelier, VT). Across 16 historical disclosure records tracked on Prilago ($255.6M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $21.6M).

Which private-market strategies appear in Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust's public disclosures?

Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Private Credit, Secondaries, Buyout, Infrastructure. Open preview records include Charlesbank Equity Fund IX (2025 Vintage), TA Realty Core Property Fund, L.P. (2025 Vintage), Basalt Infrastructure Partners IV (2025 Vintage), Hamilton Lane EM Program I (2025 Vintage).

How are Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Green Mountain Essex County Blackwood 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 Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/green-mountain-essex-county-blackwood-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 Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Green Mountain Essex County Blackwood Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 368 institutional LPs across 15 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 Montana Board of Investments (4 shared vehicles, e.g. Domain Excelsior Fund, LP (2022 Vintage)), Sanders Capital (3 shared vehicles, e.g. Dover Street X (2020 Vintage)), Hopewell Farmington Valley Worthington Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Dover Street IX (2016 Vintage)).

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