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

Montana Board of Investments Coal Severance Tax Trust Fund

$1.4B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($171.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Private Equity, Private Credit, Fund of Funds (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$171.9M
Total AUM: $1.4B
Median Disclosed Amount
$13.0M
Range: $4.7M – $18.0M
Disclosed Fund Multiples
13.4% Mean IRR (n=3) · 1.66x Mean TVPI (n=3)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
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 Coal Severance Tax Trust Fund

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Asana Partners Fund III, LP Real Estate 2025
$17.0M
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)
AEW Senior Housing Investors IV, LP Real Estate 2025
$15.0M
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)
Khosla Ventures Opportunity II, L.P. Venture Capital 2025
$13.0M
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)
Bluestone Sports Capital I LP Private Equity 2025
$6.6M
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)
Drive Capital Overdrive Fund II Venture Capital 2022
$9.8M
General webpage link · Exact filing & amount pending · As of March 2026
 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 Coal Severance Tax Trust Fund

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

Allocation-Policy / Pacing Update

Montana Board of Investments Coal Severance Tax Trust Fund (Institutional Trust, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.5% Actual; $50.0M 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 11.5% actual on $1.4B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

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 — Montana Board of Investments Coal Severance Tax Trust Fund

317 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Montana Board of Investments Coal Severance Tax Trust Fund (15 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 4 Shared Vehicles

Ventura County Employees' Retirement

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Drive Capital Overdrive Fund II (2022 Vintage)
Montana Board of Investments Coal Severance Tax Trust Fund: $9.8M · Allocator Webpage (Unanchored URL)
Ventura County Employees' Retirement: $10.0M · CAFR / Board Packet (VCERA-ACFR-2025-Sec, p.50)

Additional shared vehicles: Drive Capital Fund IV (2022 Vintage) · Bridge Debt Strategies IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Coos Bay Breckenridge Holmberg Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Drive Capital Fund IV (2022 Vintage)
Montana Board of Investments Coal Severance Tax Trust Fund: $7.0M · Allocator Webpage (Unanchored URL)
Coos Bay Breckenridge Holmberg Private Markets Primary & GP Seeder Fund-of-Funds: $41.0M · SEC Form ADV 7.B

Additional shared vehicles: Drive Capital Overdrive Fund II (2022 Vintage) · BCORE Strategic Partners VI (2021 Vintage)

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

Sanders Capital

OCIO / Wealth RIA West Palm Beach, FL
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Drive Capital Overdrive Fund I (2019 Vintage)
Montana Board of Investments Coal Severance Tax Trust Fund: $8.0M · Allocator Webpage (Unanchored URL)
Sanders Capital: $117.5M · SEC Form ADV 7.B

Additional shared vehicles: Drive Capital Overdrive Fund II (2022 Vintage) · Drive Capital Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+314 Additional Institutional LPs Report Shared Vehicles with Montana Board of Investments Coal Severance Tax Trust Fund

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Request Pilot Access to Full Workspace Data for Montana Board of Investments Coal Severance Tax Trust Fund

You are viewing 5 open public preview records (out of 15 total tracked records for Montana Board of Investments Coal Severance Tax Trust Fund) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (317 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 Montana Board of Investments Coal Severance Tax Trust Fund

Venture Capital LPs →Real Estate LPs →Private Equity LPs →Private Credit LPs →Fund of Funds LPs →

Frequently Asked Questions: Montana Board of Investments Coal Severance Tax Trust Fund

What type of institutional allocator is Montana Board of Investments Coal Severance Tax Trust Fund and what is their typical disclosed ticket size?

Montana Board of Investments Coal Severance Tax Trust Fund is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Helena, MT). Across 15 historical disclosure records tracked on Prilago ($171.9M total parsed USD across disclosed rows), the median disclosed amount is $13.0M (range: $4.7M to $18.0M).

Which private-market strategies appear in Montana Board of Investments Coal Severance Tax Trust Fund's public disclosures?

Montana Board of Investments Coal Severance Tax Trust Fund has disclosed records across Venture Capital, Real Estate, Private Equity, Private Credit, Fund of Funds. Open preview records include Asana Partners Fund III, LP (2025 Vintage), AEW Senior Housing Investors IV, LP (2025 Vintage), Khosla Ventures Opportunity II, L.P. (2025 Vintage), Bluestone Sports Capital I LP (2025 Vintage).

How are Montana Board of Investments Coal Severance Tax Trust Fund's historical records substantiated and separated from active searches on Prilago?

Records for Montana Board of Investments Coal Severance Tax Trust Fund 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 Coal Severance Tax Trust Fund's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/montana-board-of-investments-coal-severance-tax-trust-fund 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 Coal Severance Tax Trust Fund?

In Prilago's bilateral commitment graph, Montana Board of Investments Coal Severance Tax Trust Fund shares resolved underlying fund vehicles with 317 institutional LPs across 15 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 Ventura County Employees' Retirement (4 shared vehicles, e.g. Drive Capital Overdrive Fund II (2022 Vintage)), Coos Bay Breckenridge Holmberg Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Drive Capital Fund IV (2022 Vintage)), Sanders Capital (3 shared vehicles, e.g. Drive Capital Overdrive Fund I (2019 Vintage)).

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