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Public Pension Plan Allocator Webpage (Unanchored URL) Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Helena, MT

Montana Board of Investments

$27.0B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.46B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Real Estate, Private Credit, Private 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.46B
Total AUM: $27.0B
Median Disclosed Amount
$67.5M
Range: $35.0M – $121.3M
Disclosed Fund Multiples
12.6% Mean IRR (n=10) · 1.81x Mean TVPI (n=10)
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 — Montana Board of Investments

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Sapphire Emerging Ventures VII Venture Capital 2026
$121.3M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Charlesbank Technology Opportunities Fund II Buyout 2025
$112.3M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Banneker Partners Fund III Growth Equity 2025
$106.7M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Crosslink Endeavour Fund II, L.P. Venture Capital 2025
$95.5M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Domain Excelsior Fund, LP Private Credit 2022
$90.5M
General webpage link · Exact filing & amount pending · As of December 2025
 General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Montana Board of Investments

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

Public Filing / Commitment Disclosure

Montana BOI: Montana Board of Investments plans $150m annual real estate deployment — reported via IPE Real Assets (2026-05-27).

Historical commitment or filing update — NOT an open RFP or active search · Recorded 2026-05-27

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Montana Board of Investments

540 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Montana Board of Investments (21 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 9 Shared Vehicles

Sanders Capital

OCIO / Wealth RIA West Palm Beach, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Domain Excelsior Fund, LP (2022 Vintage)
Montana Board of Investments: $90.5M · Allocator Webpage (Unanchored URL)
Sanders Capital: $18.0M · SEC Form ADV 7.B

Additional shared vehicles: DivcoWest Fund VII (2021 Vintage) · DivcoWest Fund VI (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

DuPage Valley Chagrin Valley Ashford Mutual & Casualty Insurance General Account

Insurance Company Naperville, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Charlesbank Technology Opportunities Fund II (2024 Vintage)
Montana Board of Investments: $112.3M · Allocator Webpage (Unanchored URL)
DuPage Valley Chagrin Valley Ashford Mutual & Casualty Insurance General Account: $70.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Domain Excelsior Fund, LP (2022 Vintage) · DivcoWest Fund VII (2021 Vintage)

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

Hopewell Farmington Valley Worthington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DivcoWest Fund VII (2021 Vintage)
Montana Board of Investments: $69.5M · Allocator Webpage (Unanchored URL)
Hopewell Farmington Valley Worthington Mutual & Casualty Insurance General Account: $53.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Domain Excelsior Fund, LP (2022 Vintage) · Dover Street X (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+537 Additional Institutional LPs Report Shared Vehicles with Montana Board of 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 Montana Board of Investments

You are viewing 5 open public preview records (out of 22 total tracked records for Montana Board of Investments) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (540 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Montana Board of Investments

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

Frequently Asked Questions: Montana Board of Investments

What type of institutional allocator is Montana Board of Investments and what is their typical disclosed ticket size?

Montana Board of Investments is categorized under Public Pension Plan (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Helena, MT). Across 22 historical disclosure records tracked on Prilago ($1.46B total parsed USD across disclosed rows), the median disclosed amount is $67.5M (range: $35.0M to $121.3M).

Which private-market strategies appear in Montana Board of Investments's public disclosures?

Montana Board of Investments has disclosed records across Venture Capital, Buyout, Real Estate, Private Credit, Private Equity. Open preview records include Sapphire Emerging Ventures VII (2026 Vintage), Charlesbank Technology Opportunities Fund II (2025 Vintage), Banneker Partners Fund III (2025 Vintage), Crosslink Endeavour Fund II, L.P. (2025 Vintage).

How are Montana Board of Investments's historical records substantiated and separated from active searches on Prilago?

Records for Montana Board of Investments cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 Montana Board of Investments's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/montana-board-of-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 Montana Board of Investments?

In Prilago's bilateral commitment graph, Montana Board of Investments shares resolved underlying fund vehicles with 540 institutional LPs across 21 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 Sanders Capital (9 shared vehicles, e.g. Domain Excelsior Fund, LP (2022 Vintage)), DuPage Valley Chagrin Valley Ashford Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Charlesbank Technology Opportunities Fund II (2024 Vintage)), Hopewell Farmington Valley Worthington Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. DivcoWest Fund VII (2021 Vintage)).

Related Public Pension Plan & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

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