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Healthcare / Hospital System IRS Form 990 Sched D Roadshow Hub: US National / Multi-State HQ: Oakland, CA

Kaiser Foundation Hospitals & Health Plan Investments

$64.5B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($3.22B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Buyout, Private Credit, 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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$3.22B
Total AUM: $64.5B
Median Disclosed Amount
$78.5M
Range: $25.0M – $371.5M
Disclosed Fund Multiples
14.0% Mean IRR (n=25) · 1.67x Mean TVPI (n=25)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Kaiser Foundation Hospitals & Health Plan Investments

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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 Real Estate Partners V.TE.2, LPParallel Vehicle Real Estate 2025
$371.5M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blackstone Property Partners Asia IV Real Estate 2024
$315.8M
Historical commitment · As of December 2025
Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Union Square Ventures 2024 Fund Venture Capital 2024
$45.0M
Historical commitment · As of December 2025
Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Starwood Capital Group XII Real Estate 2023
$108.0M
Historical commitment · As of December 2025
Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Starwood Property Trust XI Real Estate 2022
$130.5M
Historical commitment · As of December 2025
Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Kaiser Foundation Hospitals & Health Plan Investments

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Kaiser Foundation Hospitals & Health Plan Investments (Healthcare / Hospital System, $64.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 18.1% Actual; $-64.5M Unallocated Target Bandwidth). IRS Form 990 Schedule D Verified (EIN 941105628, $64.50B long-term investment & endowment pool): Active commitments across healthcare buyout, biotech/medtech venture, mid-market PE, and private credit. Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Kaiser Foundation Hospitals & Health Plan Investments

535 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Kaiser Foundation Hospitals & Health Plan Investments (30 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 19 Shared Vehicles

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Eau Claire, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust XI (2022 Vintage)
Kaiser Foundation Hospitals & Health Plan Investments: $130.5M · IRS Form 990 Sched D
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $76.8M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Capital Group XII (2022 Vintage) · Starwood Real Estate Partners XII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Tfo Wealth Partners

Family Office / MFO Maumee, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Real Estate Partners XII (2022 Vintage)
Kaiser Foundation Hospitals & Health Plan Investments: $77.5M · IRS Form 990 Sched D
Tfo Wealth Partners: $26.0M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Trust XI (2022 Vintage) · Starwood Property Trust Global VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Escondido, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust Global VIII (2022 Vintage)
Kaiser Foundation Hospitals & Health Plan Investments: $52.0M · IRS Form 990 Sched D
Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory: $80.8M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Trust XI (2022 Vintage) · Starwood Real Estate Partners XII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+532 Additional Institutional LPs Report Shared Vehicles with Kaiser Foundation Hospitals & Health Plan Investments

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Kaiser Foundation Hospitals & Health Plan Investments

You are viewing 5 open public preview records (out of 32 total tracked records for Kaiser Foundation Hospitals & Health Plan Investments) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (535 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 Kaiser Foundation Hospitals & Health Plan Investments

Frequently Asked Questions: Kaiser Foundation Hospitals & Health Plan Investments

What type of institutional allocator is Kaiser Foundation Hospitals & Health Plan Investments and what is their typical disclosed ticket size?

Kaiser Foundation Hospitals & Health Plan Investments is categorized under Healthcare / Hospital System (Regional Roadshow Hub: US National / Multi-State; Headquarters: Oakland, CA). Across 32 historical disclosure records tracked on Prilago ($3.22B total parsed USD across disclosed rows), the median disclosed amount is $78.5M (range: $25.0M to $371.5M).

Which private-market strategies appear in Kaiser Foundation Hospitals & Health Plan Investments's public disclosures?

Kaiser Foundation Hospitals & Health Plan Investments has disclosed records across Real Estate, Venture Capital, Buyout, Private Credit, Growth Equity. Open preview records include Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage), Blackstone Property Partners Asia IV (2024 Vintage), Union Square Ventures 2024 Fund (2024 Vintage), Starwood Capital Group XII (2023 Vintage).

How are Kaiser Foundation Hospitals & Health Plan Investments's historical records substantiated and separated from active searches on Prilago?

Records for Kaiser Foundation Hospitals & Health Plan Investments 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 Kaiser Foundation Hospitals & Health Plan Investments's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/kaiser-foundation-hospitals-and-health-plan-investments or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Kaiser Foundation Hospitals & Health Plan Investments?

In Prilago's bilateral commitment graph, Kaiser Foundation Hospitals & Health Plan Investments shares resolved underlying fund vehicles with 535 institutional LPs across 30 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (19 shared vehicles, e.g. Starwood Property Trust XI (2022 Vintage)), Tfo Wealth Partners (14 shared vehicles, e.g. Starwood Real Estate Partners XII (2022 Vintage)), Escondido Contoocook Bernstein Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Starwood Property Trust Global VIII (2022 Vintage)).

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