Skip to main content
Institutional Trust CAFR / Board Packet Roadshow Hub: Montgomery County Retiree, MD HQ: Montgomery County Retiree, MD

MCRHB-MD (Montgomery County Retiree Health Trust)

$0.3B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($2.03B parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Private Credit, Private Equity, Buyout, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$2.03B
Total AUM: $0.3B
Median Disclosed Amount
$2.3M
Range: $1.7M – $960.3M
Disclosed Fund Multiples
9.1% Mean IRR (n=1) · 1.34x Mean TVPI (n=1)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — MCRHB-MD (Montgomery County Retiree Health Trust)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
TPG Partners Asia VIII Buyout 2024
$2.0M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.213)
Retiree Health Benefits Trust Mutual & Commingled Funds Portfolio Multi-Strategy 2024
$960.3M
Historical commitment · As of June 2024
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.213)
Retiree Health Benefits Trust Common & Preferred Stock Portfolio Multi-Strategy 2024
$530.8M
Historical commitment · As of June 2024
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.213)
Retiree Health Benefits Trust Private Equity & Debt Portfolio Private Credit 2024
$241.1M
Historical commitment · As of June 2024
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.213)
Retiree Health Benefits Trust Corporate Bonds Portfolio Private Credit 2024
$138.2M
Historical commitment · As of June 2024
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.213)

Forward-Looking Searches, Pacing Plans & Governance Updates — MCRHB-MD (Montgomery County Retiree Health Trust)

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

Allocation-Policy / Pacing Update

MCRHB-MD (Montgomery County Retiree Health Trust) (Institutional Trust, $0.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 12.0% vs. 9.1% Actual; $8.4M Unallocated Target Bandwidth). Long-duration institutional trust deploying into Fixed Income, Public Equity, Multi-Asset under fiduciary investment policy guidelines. Gatekeeper / Intake Conduit: Meketa Investment Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — MCRHB-MD (Montgomery County Retiree Health Trust)

239 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as MCRHB-MD (Montgomery County Retiree Health Trust) (7 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 2 Shared Vehicles

UC Regents

University Endowment California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Partners Asia VIII (2024 Vintage)
MCRHB-MD (Montgomery County Retiree Health Trust): $2.0M · CAFR / Board Packet (MCRHB MD 2024 ACFR, p.213)
UC Regents: $125.0M · CAFR / Board Packet (UC Regents Board Meeting Minutes, March 2024)

Additional shared vehicles: Quantum Energy Partners IX (2023 Vintage)

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

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pioneer Pier Investments, L.P. (2024 Vintage)
MCRHB-MD (Montgomery County Retiree Health Trust): $1.7M · Allocator Webpage (Unanchored URL)
CalPERS: $150.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Wigmore Street (BDC III) LP (2017 Vintage)

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

Kühne Holding AG Family Office

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
UP.Ventures II (2024 Vintage)
MCRHB-MD (Montgomery County Retiree Health Trust): $2.2M · Allocator Webpage (Unanchored URL)
Kühne Holding AG Family Office: $172.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Wigmore Street (BDC III) LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+236 Additional Institutional LPs Report Shared Vehicles with MCRHB-MD (Montgomery County Retiree Health 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 MCRHB-MD (Montgomery County Retiree Health Trust)

You are viewing 5 open public preview records (out of 13 total tracked records for MCRHB-MD (Montgomery County Retiree Health Trust)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (239 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for MCRHB-MD (Montgomery County Retiree Health Trust) and our interactive GP workspace.

Strategies Disclosed by MCRHB-MD (Montgomery County Retiree Health Trust)

Multi-Strategy LPs →Private Credit LPs →Private Equity LPs →Buyout LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: MCRHB-MD (Montgomery County Retiree Health Trust)

What type of institutional allocator is MCRHB-MD (Montgomery County Retiree Health Trust) and what is their typical disclosed ticket size?

MCRHB-MD (Montgomery County Retiree Health Trust) is categorized under Institutional Trust (Regional Roadshow Hub: Montgomery County Retiree, MD; Headquarters: Montgomery County Retiree, MD). Across 13 historical disclosure records tracked on Prilago ($2.03B total parsed USD across disclosed rows), the median disclosed amount is $2.3M (range: $1.7M to $960.3M).

Which private-market strategies appear in MCRHB-MD (Montgomery County Retiree Health Trust)'s public disclosures?

MCRHB-MD (Montgomery County Retiree Health Trust) has disclosed records across Multi-Strategy, Private Credit, Private Equity, Buyout, Distressed / Special Situations. Open preview records include TPG Partners Asia VIII (2024 Vintage), Retiree Health Benefits Trust Mutual & Commingled Funds Portfolio (2024 Vintage), Retiree Health Benefits Trust Common & Preferred Stock Portfolio (2024 Vintage), Retiree Health Benefits Trust Private Equity & Debt Portfolio (2024 Vintage).

How are MCRHB-MD (Montgomery County Retiree Health Trust)'s historical records substantiated and separated from active searches on Prilago?

Records for MCRHB-MD (Montgomery County Retiree Health Trust) cite primary public disclosures (CAFR / Board Packet), 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 MCRHB-MD (Montgomery County Retiree Health Trust)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mcrhb-md-montgomery-county-retiree-health-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 MCRHB-MD (Montgomery County Retiree Health Trust)?

In Prilago's bilateral commitment graph, MCRHB-MD (Montgomery County Retiree Health Trust) shares resolved underlying fund vehicles with 239 institutional LPs across 7 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 UC Regents (2 shared vehicles, e.g. TPG Partners Asia VIII (2024 Vintage)), CalPERS (2 shared vehicles, e.g. Pioneer Pier Investments, L.P. (2024 Vintage)), Kühne Holding AG Family Office (2 shared vehicles, e.g. UP.Ventures II (2024 Vintage)).

Related Institutional Trust & Montgomery County Retiree, MD Institutional LPs

Episcopal Church Medical Trust & Church Pension Group Institutional Pool (28)Public Officials Benefit Association (POBA Korea) (28)Arizona State Land Department Permanent Endowment Trust (Office of the State Treasurer) (27)Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust (27)Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust (27)Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (27)Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust (27)Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust (27)Delmarva Coos Bay Wakefield Permanent Endowment & Fiduciary Trust (27)Deschutes Chebacco Bernstein Permanent Endowment & Fiduciary Trust (27)