Skip to main content
Institutional Trust IRS Form 990 Sched D Roadshow Hub: New York / Tri-State HQ: Flemington, NJ

Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust

$4.5B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($322.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Infrastructure, Real Estate, Private Credit (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
$322.3M
Total AUM: $4.5B
Median Disclosed Amount
$18.0M
Range: $13.0M – $25.6M
Disclosed Fund Multiples
11.7% Mean IRR (n=6) · 1.79x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Hunterdon Golden Valley Winchester 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
IA Ventures Fund V Venture Capital 2025
$21.8M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
I Squared Global Infrastructure III Infrastructure 2025
$18.2M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Brevan Howard Alpha Strategies Fund, L.P. Multi-Strategy 2025
$15.0M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
H&F Capital Partners X Buyout 2025
$25.6M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Charterhouse Capital Partners XI Buyout 2025
$20.1M
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 — Hunterdon Golden Valley Winchester 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

Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust (Institutional Trust, $4.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 12.9% Actual; $117.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$53M–$99M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.5% vs 12.9% actual on $4.5B total assets). Gatekeeper / Intake Conduit: Albourne Partners.

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

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust

501 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hunterdon Golden Valley Winchester 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

Gulf Breeze Cohasset Livingston Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pensacola, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IA Ventures Fund V (2022 Vintage)
Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust: $21.8M · IRS Form 990 Sched D
Gulf Breeze Cohasset Livingston Private Markets Primary & GP Seeder Fund-of-Funds: $106.0M · SEC Form ADV 7.B

Additional shared vehicles: I Squared Global Infrastructure III (2022 Vintage) · Hwy 12 Fund Venture L.P. (2020 Vintage)

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

East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account

Insurance Company East Hampton, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
I Squared Global Infrastructure III (2022 Vintage)
Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust: $18.2M · IRS Form 990 Sched D
East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account: $90.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IA Ventures Fund V (2022 Vintage) · Hwy 12 Fund Venture L.P. (2020 Vintage)

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

Fox River Fairhope Brookfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Geneva, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hwy 12 Fund Venture L.P. (2020 Vintage)
Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D
Fox River Fairhope Brookfield Private Markets Primary & GP Seeder Fund-of-Funds: $70.5M · SEC Form ADV 7.B

Additional shared vehicles: IA Ventures Fund V (2022 Vintage) · I Squared Global Infrastructure III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+498 Additional Institutional LPs Report Shared Vehicles with Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Hunterdon Golden Valley Winchester 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 (501 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust

Frequently Asked Questions: Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: New York / Tri-State; Headquarters: Flemington, NJ). Across 18 historical disclosure records tracked on Prilago ($322.3M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $25.6M).

Which private-market strategies appear in Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust's public disclosures?

Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Venture Capital, Infrastructure, Real Estate, Private Credit. Open preview records include IA Ventures Fund V (2025 Vintage), I Squared Global Infrastructure III (2025 Vintage), Brevan Howard Alpha Strategies Fund, L.P. (2025 Vintage), H&F Capital Partners X (2025 Vintage).

How are Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Hunterdon Golden Valley Winchester 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 Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hunterdon-golden-valley-winchester-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 Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Hunterdon Golden Valley Winchester Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 501 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 Gulf Breeze Cohasset Livingston Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. IA Ventures Fund V (2022 Vintage)), East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. I Squared Global Infrastructure III (2022 Vintage)), Fox River Fairhope Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Hwy 12 Fund Venture L.P. (2020 Vintage)).

Related Institutional Trust & New York / Tri-State Institutional LPs