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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Ellsworth, ME

Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

$5.3B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($456.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Secondaries, Venture Capital, Private Credit (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$456.3M
Total AUM: $5.3B
Median Disclosed Amount
$16.8M
Range: $13.0M – $27.3M
Disclosed Fund Multiples
12.4% Mean IRR (n=14) · 1.75x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Gasherbrum Fund II, L.P. 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
TPG Life Sciences Innovations, L.P. Buyout 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
Benchmark Capital Partners XI Venture Capital 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
Upfront Ventures VI LP Venture Capital 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
Pantheon Global Infrastructure IV Infrastructure 2023
$15.2M
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 — Hancock Elmhurst 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

Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.4% Actual; $137.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$62M–$117M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.4% actual on $5.3B total assets). Gatekeeper / Intake Conduit: Mercer Alternatives.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 — Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

516 Shared-Fund Co-LPs

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

Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Private Equity Fund VII (2022 Vintage)
Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust: $16.2M · IRS Form 990 Sched D
Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds: $145.0M · SEC Form ADV 7.B

Additional shared vehicles: Pantheon Global Private Equity Fund X (2021 Vintage) · Pantheon Global Infrastructure IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Private Equity Fund X (2021 Vintage)
Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D
Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory: $50.0M · SEC Form ADV 7.B

Additional shared vehicles: Pantheon Global Private Equity Fund VII (2022 Vintage) · Pantheon Global Infrastructure IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Jackson National Life General Account

Insurance Company Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Infrastructure IV (2021 Vintage)
Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust: $15.2M · IRS Form 990 Sched D
Jackson National Life General Account: $37.8M · SEC EDGAR Filing

Additional shared vehicles: Pantheon Global Private Equity Fund VII (2022 Vintage) · Pantheon Global Private Equity Fund X (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+513 Additional Institutional LPs Report Shared Vehicles with Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 26 total tracked records for Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (516 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 Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

Buyout LPs →Infrastructure LPs →Secondaries LPs →Venture Capital LPs →Private Credit LPs →

Frequently Asked Questions: Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

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

Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Ellsworth, ME). Across 26 historical disclosure records tracked on Prilago ($456.3M total parsed USD across disclosed rows), the median disclosed amount is $16.8M (range: $13.0M to $27.3M).

Which private-market strategies appear in Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust's public disclosures?

Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Infrastructure, Secondaries, Venture Capital, Private Credit. Open preview records include Gasherbrum Fund II, L.P. (2025 Vintage), TPG Life Sciences Innovations, L.P. (2025 Vintage), Benchmark Capital Partners XI (2025 Vintage), Upfront Ventures VI LP (2025 Vintage).

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

Records for Hancock Elmhurst 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 Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hancock-elmhurst-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 Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 516 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 Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds (12 shared vehicles, e.g. Pantheon Global Private Equity Fund VII (2022 Vintage)), Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Pantheon Global Private Equity Fund X (2021 Vintage)), Jackson National Life General Account (11 shared vehicles, e.g. Pantheon Global Infrastructure IV (2021 Vintage)).

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