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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Minnesota / Wisconsin HQ: Delafield, WI

Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust

$3.1B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($242.2M parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Buyout, Private Credit, Venture Capital, Real Estate (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$242.2M
Total AUM: $3.1B
Median Disclosed Amount
$15.8M
Range: $11.6M – $18.0M
Disclosed Fund Multiples
11.1% Mean IRR (n=4) · 1.67x Mean TVPI (n=4)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Hartland Contoocook Weatherby 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
AEW Senior Housing Investors IV, LP Real Estate 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
Sweetwater Private Equity III L.P. Buyout 2025
$16.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
HIG Middle Mkt LBO Fund IV, L.P. Buyout 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
Invesco Credit III Private Credit 2025
$16.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Schroders PEGD IV Private 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

Forward-Looking Searches, Pacing Plans & Governance Updates — Hartland Contoocook Weatherby 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

Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 12.9% Actual; $80.6M 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 $3.1B total assets). Gatekeeper / Intake Conduit: Cliffwater.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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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 — Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust

333 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust (16 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

Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sweetwater Private Equity III L.P. (2023 Vintage)
Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust: $16.8M · IRS Form 990 Sched D
Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds: $67.5M · SEC Form ADV 7.B

Additional shared vehicles: Sunrise Boulevard PE Partners L.P. (2021 Vintage) · Summit Venture Capital V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Bayshore Global Management

Family Office / MFO Los Altos, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sunrise Boulevard PE Partners L.P. (2021 Vintage)
Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust: $12.5M · IRS Form 990 Sched D
Bayshore Global Management: $88.5M · SEC EDGAR Filing

Additional shared vehicles: Sweetwater Private Equity III L.P. (2023 Vintage) · Summit Venture Capital V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Keva (Finland Local Government Pensions)

Public Pension Plan Helsinki, Finland
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Venture Capital V (2020 Vintage)
Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust: $15.8M · IRS Form 990 Sched D
Keva (Finland Local Government Pensions): $104.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sweetwater Private Equity III L.P. (2023 Vintage) · Sunrise Boulevard PE Partners L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+330 Additional Institutional LPs Report Shared Vehicles with Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Hartland Contoocook Weatherby 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 (333 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 Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Delafield, WI). Across 16 historical disclosure records tracked on Prilago ($242.2M total parsed USD across disclosed rows), the median disclosed amount is $15.8M (range: $11.6M to $18.0M).

Which private-market strategies appear in Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust's public disclosures?

Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust has disclosed records across Private Equity, Buyout, Private Credit, Venture Capital, Real Estate. Open preview records include AEW Senior Housing Investors IV, LP (2025 Vintage), Sweetwater Private Equity III L.P. (2025 Vintage), HIG Middle Mkt LBO Fund IV, L.P. (2025 Vintage), Invesco Credit III (2025 Vintage).

How are Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Hartland Contoocook Weatherby 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 Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hartland-contoocook-weatherby-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 Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Hartland Contoocook Weatherby Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 333 institutional LPs across 16 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 Cuyahoga Valley Fort Collins Prescott Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Sweetwater Private Equity III L.P. (2023 Vintage)), Bayshore Global Management (4 shared vehicles, e.g. Sunrise Boulevard PE Partners L.P. (2021 Vintage)), Keva (Finland Local Government Pensions) (4 shared vehicles, e.g. Summit Venture Capital V (2020 Vintage)).

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