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

Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

$3.1B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($247.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Distressed / Special Situations, Private Credit, Venture Capital (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$247.5M
Total AUM: $3.1B
Median Disclosed Amount
$14.5M
Range: $10.8M – $18.0M
Disclosed Fund Multiples
13.3% Mean IRR (n=5) · 1.67x Mean TVPI (n=5)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Five Point Energy Fund III, L.P. Infrastructure 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
Varsity Healthcare IV Private Equity 2025
$14.5M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Insight Partners Opportunities Fund II, L.P. Distressed / Special Situations 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
CBRE Andromeda Investments IV Real Estate 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
Phoenix Bear Partners, L.P. Private Equity 2025
$15.1M
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 — Haverhill Broadmoor Langley 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

Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust (Haverhill, MA) committed $15.1M to Phoenix Bear Partners, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($93.0M allocation gap toward a 14.5% target, advised by StepStone Group).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-14

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

343 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust (17 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 5 Shared Vehicles

Kuantan Pahang Malaysia Farmington Sovereign Strategic Investment Fund

Sovereign Wealth Fund Kuantan, Pahang
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Varsity Healthcare IV (2023 Vintage)
Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust: $14.5M · IRS Form 990 Sched D
Kuantan Pahang Malaysia Farmington Sovereign Strategic Investment Fund: $60.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Valor M33 III, LP (2021 Vintage) · Varde Dis PE XIII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Evangeline Bucksport Goldstein Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Valor M33 III, LP (2021 Vintage)
Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust: $15.5M · IRS Form 990 Sched D
Evangeline Bucksport Goldstein Mutual & Casualty Insurance General Account: $45.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Varsity Healthcare IV (2023 Vintage) · Varde Dis PE XIII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Beirut Lebanon Sovereign Oil & Gas Reserve Trust East Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Varde Dis PE XIII (2021 Vintage)
Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust: $13.5M · IRS Form 990 Sched D
Beirut Lebanon Sovereign Oil & Gas Reserve Trust East Sovereign Strategic Investment Fund: $20.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Varsity Healthcare IV (2023 Vintage) · Valor M33 III, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+340 Additional Institutional LPs Report Shared Vehicles with Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (343 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

Frequently Asked Questions: Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Haverhill, MA). Across 17 historical disclosure records tracked on Prilago ($247.5M total parsed USD across disclosed rows), the median disclosed amount is $14.5M (range: $10.8M to $18.0M).

Which private-market strategies appear in Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust's public disclosures?

Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Equity, Distressed / Special Situations, Private Credit, Venture Capital. Open preview records include Five Point Energy Fund III, L.P. (2025 Vintage), Varsity Healthcare IV (2025 Vintage), Insight Partners Opportunities Fund II, L.P. (2025 Vintage), CBRE Andromeda Investments IV (2025 Vintage).

How are Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Haverhill Broadmoor Langley 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 Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/haverhill-broadmoor-langley-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 Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Haverhill Broadmoor Langley Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 343 institutional LPs across 17 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 Kuantan Pahang Malaysia Farmington Sovereign Strategic Investment Fund (5 shared vehicles, e.g. Varsity Healthcare IV (2023 Vintage)), Evangeline Bucksport Goldstein Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Valor M33 III, LP (2021 Vintage)), Beirut Lebanon Sovereign Oil & Gas Reserve Trust East Sovereign Strategic Investment Fund (5 shared vehicles, e.g. Varde Dis PE XIII (2021 Vintage)).

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