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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Florida HQ: Daytona Beach, FL

Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

$2.8B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($178.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Venture Capital, Growth Equity, 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$178.0M
Total AUM: $2.8B
Median Disclosed Amount
$15.0M
Range: $10.7M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 4 Disclosed Strategies

Historical Fund Disclosures — Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Ares Senior Direct Lending Fund III Private Credit 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
Ares Pathfinder Fund II Private Credit 2025
$18.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
ICONIQ Strategic Partners VII Growth Equity 2025
$16.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bessemer Venture Partners XII Venture Capital 2025
$14.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blue Owl Diversified Lending Fund, L.P. Private Credit 2025
$12.9M
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 — Halifax Conestoga Sutherland 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

Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust (Daytona Beach, FL) committed $12.9M to Blue Owl Diversified Lending Fund, L.P. (Private Credit sleeve) under its 2025 private markets pacing program ($72.8M allocation gap toward a 16.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-23

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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 — Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

641 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust (12 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 9 Shared Vehicles

Harriman Greenbrier Delacroix Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D
Harriman Greenbrier Delacroix Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Index Ventures Growth VI (2025 Vintage)

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

Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Iconiq Strategic Partners VII (2025 Vintage)
Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Index Ventures Growth VI (2025 Vintage)

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

Hoosac Brookline Livingston Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
Hoosac Brookline Livingston Private Markets Primary & GP Seeder Fund-of-Funds: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Iconiq Strategic Partners VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+638 Additional Institutional LPs Report Shared Vehicles with Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 12 total tracked records for Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (641 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 Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

Private Credit LPs →Venture Capital LPs →Growth Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Florida; Headquarters: Daytona Beach, FL). Across 12 historical disclosure records tracked on Prilago ($178.0M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $10.7M to $18.0M).

Which private-market strategies appear in Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust's public disclosures?

Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Venture Capital, Growth Equity, Infrastructure. Open preview records include Ares Senior Direct Lending Fund III (2025 Vintage), Ares Pathfinder Fund II (2025 Vintage), ICONIQ Strategic Partners VII (2025 Vintage), Bessemer Venture Partners XII (2025 Vintage).

How are Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Halifax Conestoga Sutherland 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 Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/halifax-conestoga-sutherland-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 Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Halifax Conestoga Sutherland Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 641 institutional LPs across 12 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 Harriman Greenbrier Delacroix Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Iconiq Strategic Partners VII (2025 Vintage)), Hoosac Brookline Livingston Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)).

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