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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Michigan HQ: Holland, MI

Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust

$2.4B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($165.8M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Infrastructure, Venture Capital, Secondaries, 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$165.8M
Total AUM: $2.4B
Median Disclosed Amount
$14.0M
Range: $8.3M – $18.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 5 Disclosed Strategies

Historical Fund Disclosures — Holland Holston Rosenberg 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
Sixth Street TAO Global Private Credit 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
HPS Specialty Loan Fund VI Private Credit 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
Blue Owl Opportunistic Lending Fund Private Credit 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
Sixth Street Opportunities Partners V 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
HPS Core Senior Lending Fund II Private Credit 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 — Holland Holston Rosenberg 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

Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust (Institutional Trust, $2.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.5% Actual; $72.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.5% actual on $2.4B total assets). Gatekeeper / Intake Conduit: Marquette Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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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 — Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust

412 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Holland Holston Rosenberg 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

Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HPS Specialty Loan Fund VI (2025 Vintage)
Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund: $53.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HPS Core Senior Lending Fund II (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Borger Fenwick Lindqvist Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street TAO Global (2025 Vintage)
Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Borger Fenwick Lindqvist Private Markets Primary & GP Seeder Fund-of-Funds: $46.0M · SEC Form ADV 7.B

Additional shared vehicles: HPS Specialty Loan Fund VI (2025 Vintage) · HPS Core Senior Lending Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Guadalupe Contoocook Chamberlain Regional Health System Master Investment Pool

Healthcare / Hospital System Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HPS Core Senior Lending Fund II (2025 Vintage)
Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Guadalupe Contoocook Chamberlain Regional Health System Master Investment Pool: $19.0M · IRS Form 990 Sched D

Additional shared vehicles: Sixth Street TAO Global (2025 Vintage) · HPS Specialty Loan Fund VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+409 Additional Institutional LPs Report Shared Vehicles with Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 12 total tracked records for Holland Holston Rosenberg 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 (412 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 Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust

Private Credit LPs →Infrastructure LPs →Venture Capital LPs →Secondaries LPs →Real Estate LPs →

Frequently Asked Questions: Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Michigan; Headquarters: Holland, MI). Across 12 historical disclosure records tracked on Prilago ($165.8M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $8.3M to $18.0M).

Which private-market strategies appear in Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust's public disclosures?

Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Infrastructure, Venture Capital, Secondaries, Real Estate. Open preview records include Sixth Street TAO Global (2025 Vintage), HPS Specialty Loan Fund VI (2025 Vintage), Blue Owl Opportunistic Lending Fund (2025 Vintage), Sixth Street Opportunities Partners V (2025 Vintage).

How are Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Holland Holston Rosenberg 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 Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/holland-holston-rosenberg-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 Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Holland Holston Rosenberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 412 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 Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund (9 shared vehicles, e.g. HPS Specialty Loan Fund VI (2025 Vintage)), Borger Fenwick Lindqvist Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Sixth Street TAO Global (2025 Vintage)), Guadalupe Contoocook Chamberlain Regional Health System Master Investment Pool (9 shared vehicles, e.g. HPS Core Senior Lending Fund II (2025 Vintage)).

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