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Institutional Trust IRS Form 990 Sched D Roadshow Hub: New York / Tri-State HQ: Hopewell, NJ

Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

$4.9B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($321.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$321.4M
Total AUM: $4.9B
Median Disclosed Amount
$16.5M
Range: $13.0M – $25.3M
Disclosed Fund Multiples
13.2% Mean IRR (n=7) · 1.62x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Blackstone Credit Opportunities Fund V Private Credit 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
WCM Focused International Growth Fund LP Multi-Strategy 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
Covenant Affordable Housing Fund I LP Real Estate 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
EQT Exeter US Industrial Value Fund II Real Estate 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
Eastern Timberland Opportunities IV Real Assets 2023
$17.5M
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 — Hopewell Harbor Springs Montgomery 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

Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust (Institutional Trust, $4.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.2% Actual; $88.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 12.2% actual on $4.9B total assets). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

361 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust (19 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 8 Shared Vehicles

Briarcliff Clinches Waverly Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eisler Multi-Strategy Fund, LP (2023 Vintage)
Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Briarcliff Clinches Waverly Institutional Outsourced CIO & Wealth Advisory: $62.0M · SEC Form ADV 7.B

Additional shared vehicles: Eastern Timberland Opportunities IV (2023 Vintage) · Eagle Point Defensive Income III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

DuPage Valley Great Basin Blackwood Mutual & Casualty Insurance General Account

Insurance Company Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eastern Timberland Opportunities IV (2023 Vintage)
Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust: $17.5M · IRS Form 990 Sched D
DuPage Valley Great Basin Blackwood Mutual & Casualty Insurance General Account: $92.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Eisler Multi-Strategy Fund, LP (2023 Vintage) · Eagle Point Defensive Income III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Fond du Lac Chesapeake Bay Bergstrom Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eagle Point Defensive Income III (2023 Vintage)
Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust: $17.5M · IRS Form 990 Sched D
Fond du Lac Chesapeake Bay Bergstrom Mutual & Casualty Insurance General Account: $94.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Eisler Multi-Strategy Fund, LP (2023 Vintage) · Eastern Timberland Opportunities IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+358 Additional Institutional LPs Report Shared Vehicles with Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 19 total tracked records for Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (361 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 Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: New York / Tri-State; Headquarters: Hopewell, NJ). Across 19 historical disclosure records tracked on Prilago ($321.4M total parsed USD across disclosed rows), the median disclosed amount is $16.5M (range: $13.0M to $25.3M).

Which private-market strategies appear in Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust's public disclosures?

Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Venture Capital. Open preview records include Blackstone Credit Opportunities Fund V (2025 Vintage), WCM Focused International Growth Fund LP (2025 Vintage), Covenant Affordable Housing Fund I LP (2025 Vintage), EQT Exeter US Industrial Value Fund II (2025 Vintage).

How are Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Hopewell Harbor Springs Montgomery 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 Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hopewell-harbor-springs-montgomery-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 Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Hopewell Harbor Springs Montgomery Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 361 institutional LPs across 19 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 Briarcliff Clinches Waverly Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Eisler Multi-Strategy Fund, LP (2023 Vintage)), DuPage Valley Great Basin Blackwood Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Eastern Timberland Opportunities IV (2023 Vintage)), Fond du Lac Chesapeake Bay Bergstrom Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Eagle Point Defensive Income III (2023 Vintage)).

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