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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Highlands, NC

Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

$3.9B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($247.7M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Credit, Private Equity, Buyout, Growth Equity (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$247.7M
Total AUM: $3.9B
Median Disclosed Amount
$16.5M
Range: $13.0M – $21.5M
Disclosed Fund Multiples
13.7% Mean IRR (n=3) · 1.32x Mean TVPI (n=3)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Lerer Hippeau IX, LP Venture Capital 2025
$19.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Lerer Hippeau IX, L.P. Venture Capital 2025
$17.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Levine Leichtman Cap Prt VII Private Equity 2025
$16.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Hedosophia Partners VI 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
Sixth Street Lending Partners IV Private Credit 2025
$17.0M
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 — Highlands Fauquier Fitzgerald 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

Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.8% Actual; $85.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 12.8% actual on $3.9B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

337 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust (14 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 2 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage)
Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust: $14.0M · IRS Form 990 Sched D
New York State Common Retirement Fund: $400.0M · CAFR / Board Packet (NYSCRF PE Commitments)

Additional shared vehicles: Contour Venture Partners IV-A, LP (2018 Vintage)

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

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KPS Mid Cap I (2023 Vintage)
Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust: $16.8M · IRS Form 990 Sched D
South Carolina RSIC: $10.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: L Catterton Growth Fund III (2020 Vintage)

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

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Comvest Capital V (2020 Vintage)
Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory: $77.0M · SEC Form ADV 7.B

Additional shared vehicles: Contour Venture Partners IV-A, LP (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+334 Additional Institutional LPs Report Shared Vehicles with Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (337 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 Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Highlands, NC). Across 15 historical disclosure records tracked on Prilago ($247.7M total parsed USD across disclosed rows), the median disclosed amount is $16.5M (range: $13.0M to $21.5M).

Which private-market strategies appear in Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust's public disclosures?

Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust has disclosed records across Venture Capital, Private Credit, Private Equity, Buyout, Growth Equity. Open preview records include Lerer Hippeau IX, LP (2025 Vintage), Lerer Hippeau IX, L.P. (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage), Hedosophia Partners VI L.P. (2025 Vintage).

How are Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Highlands Fauquier Fitzgerald 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 Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/highlands-fauquier-fitzgerald-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 Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Highlands Fauquier Fitzgerald Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 337 institutional LPs across 14 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 New York State Common Retirement Fund (2 shared vehicles, e.g. Blackstone Tactical Opportunities Fund III - N, LP (2020 Vintage)), South Carolina RSIC (2 shared vehicles, e.g. KPS Mid Cap I (2023 Vintage)), Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory (2 shared vehicles, e.g. Comvest Capital V (2020 Vintage)).

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