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

Holston Driftless Montague Permanent Endowment & Fiduciary Trust

$3.7B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($290.7M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Growth Equity, Infrastructure, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$290.7M
Total AUM: $3.7B
Median Disclosed Amount
$16.0M
Range: $13.0M – $21.7M
Disclosed Fund Multiples
14.2% Mean IRR (n=6) · 1.65x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Holston Driftless Montague Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Blue Peninsula Fund, LP Private Equity 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
CVI Excelsior Opportunities Fund, LP Private Credit 2025
$15.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Accel KKR Growth Capital Partners, L.P. Growth Equity 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
Copenhagen Infrastructure Energy Transition Fund I Infrastructure 2025
$15.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
CVC Strategic Opportunities Fund III Buyout 2023
$16.8M
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 — Holston Driftless Montague 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

Holston Driftless Montague Permanent Endowment & Fiduciary Trust (Bristol, TN) committed $14.0M to Accel KKR Growth Capital Partners, L.P. (Growth Equity sleeve) under its 2025 private markets pacing program ($111.0M allocation gap toward a 16.0% target, advised by Townsend Group).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-21

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Holston Driftless Montague Permanent Endowment & Fiduciary Trust

345 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Holston Driftless Montague Permanent Endowment & Fiduciary Trust (18 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 6 Shared Vehicles

Mercer Private Investment Partners (PIP)

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CVC Strategic Opportunities Fund III (2023 Vintage)
Holston Driftless Montague Permanent Endowment & Fiduciary Trust: $16.8M · IRS Form 990 Sched D
Mercer Private Investment Partners (PIP): $74.0M · SEC Form ADV 7.B

Additional shared vehicles: CVI Excelsior Opportunities Fund, LP (2023 Vintage) · CVI Clean Energy Fund B II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Antietam Conestoga Vance Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CVI Excelsior Opportunities Fund, LP (2023 Vintage)
Holston Driftless Montague Permanent Endowment & Fiduciary Trust: $15.8M · IRS Form 990 Sched D
Antietam Conestoga Vance Mutual & Casualty Insurance General Account: $60.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CVC Strategic Opportunities Fund III (2023 Vintage) · CVI Clean Energy Fund B II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Wells Fargo Advisors

OCIO / Wealth RIA St. Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CVI Clean Energy Fund B II, LP (2022 Vintage)
Holston Driftless Montague Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Wells Fargo Advisors: $21.2M · SEC Form ADV 7.B

Additional shared vehicles: CVC Strategic Opportunities Fund III (2023 Vintage) · CVI Excelsior Opportunities Fund, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+342 Additional Institutional LPs Report Shared Vehicles with Holston Driftless Montague Permanent Endowment & Fiduciary Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Holston Driftless Montague Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Holston Driftless Montague Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (345 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Holston Driftless Montague Permanent Endowment & Fiduciary Trust

Private Credit LPs →Buyout LPs →Growth Equity LPs →Infrastructure LPs →Private Equity LPs →

Frequently Asked Questions: Holston Driftless Montague Permanent Endowment & Fiduciary Trust

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

Holston Driftless Montague Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Bristol, TN). Across 18 historical disclosure records tracked on Prilago ($290.7M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $21.7M).

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

Holston Driftless Montague Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Growth Equity, Infrastructure, Private Equity. Open preview records include Blue Peninsula Fund, LP (2025 Vintage), CVI Excelsior Opportunities Fund, LP (2025 Vintage), Accel KKR Growth Capital Partners, L.P. (2025 Vintage), Copenhagen Infrastructure Energy Transition Fund I (2025 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/holston-driftless-montague-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 Holston Driftless Montague Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Holston Driftless Montague Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 345 institutional LPs across 18 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 Mercer Private Investment Partners (PIP) (6 shared vehicles, e.g. CVC Strategic Opportunities Fund III (2023 Vintage)), Antietam Conestoga Vance Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. CVI Excelsior Opportunities Fund, LP (2023 Vintage)), Wells Fargo Advisors (6 shared vehicles, e.g. CVI Clean Energy Fund B II, LP (2022 Vintage)).

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