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Public Pension Plan CAFR / Board Packet Roadshow Hub: Rockville, MD HQ: Rockville, MD

Montgomery County

$7.6B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($496.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Infrastructure, Distressed / Special Situations, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
19
5 Open Source Trails Below
Sum of Disclosed Rows
$496.9M
Total AUM: $7.6B
Median Disclosed Amount
$26.8M
Range: $15.0M – $40.0M
Disclosed Fund Multiples
11.7% Mean IRR (n=11) · 1.67x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Montgomery County

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Dune Real Estate Partners L.P. 2022 Fund III Real Estate 2022
$33.0M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.1)
Dyal Capital Partners V Secondaries 2020
$29.8M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.1)
EIG Global Energy Partners Infrastructure Fund II Infrastructure 2020
$28.5M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.1)
EIF U.S. Power Fund IV Buyout 2020
$26.8M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.1)
EIG Global Energy Partners Fund II Infrastructure 2020
$17.5M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.1)

Forward-Looking Searches, Pacing Plans & Governance Updates — Montgomery County

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

Allocation-Policy / Pacing Update

Montgomery County (Public Pension Plan, $7.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.3% vs. 11.9% Actual; $182.4M Unallocated Target Bandwidth). Active FY2026 public pension pacing targeting Buyout, Distressed Debt, Special Situations with quarterly investment committee allocations and re-up commitments. Gatekeeper / Intake Conduit: RVK.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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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 — Montgomery County

415 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Montgomery County (19 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 7 Shared Vehicles

DuPage Valley Cocheco Kingsley Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dune Real Estate Partners L.P. 2022 Fund III (2022 Vintage)
Montgomery County: $33.0M · CAFR / Board Packet (MCERS MD FY2025 ACFR, p.1)
DuPage Valley Cocheco Kingsley Industrial Consolidated Master Retirement Trust: $36.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Dyal Capital Partners V (2020 Vintage) · EIG Global Energy Partners Infrastructure Fund II (2020 Vintage)

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

Charles River Croton Westbrook Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dyal Capital Partners V (2020 Vintage)
Montgomery County: $29.8M · CAFR / Board Packet (MCERS MD FY2025 ACFR, p.1)
Charles River Croton Westbrook Private Markets Primary & GP Seeder Fund-of-Funds: $52.2M · SEC Form ADV 7.B

Additional shared vehicles: Dune Real Estate Partners L.P. 2022 Fund III (2022 Vintage) · EIG Global Energy Partners Infrastructure Fund II (2020 Vintage)

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

Sandoz Family Foundation Investments

Family Office / MFO Pully / Lausanne, Switzerland
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EIG Global Energy Partners Infrastructure Fund II (2020 Vintage)
Montgomery County: $28.5M · CAFR / Board Packet (MCERS MD FY2025 ACFR, p.1)
Sandoz Family Foundation Investments: $82.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Dune Real Estate Partners L.P. 2022 Fund III (2022 Vintage) · Dyal Capital Partners V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+412 Additional Institutional LPs Report Shared Vehicles with Montgomery County

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 Montgomery County

You are viewing 5 open public preview records (out of 19 total tracked records for Montgomery County) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (415 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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Enter your firm email to request pilot onboarding for Montgomery County and our interactive GP workspace.

Strategies Disclosed by Montgomery County

Buyout LPs →Real Estate LPs →Infrastructure LPs →Distressed / Special Situations LPs →Venture Capital LPs →

Frequently Asked Questions: Montgomery County

What type of institutional allocator is Montgomery County and what is their typical disclosed ticket size?

Montgomery County is categorized under Public Pension Plan (Regional Roadshow Hub: Rockville, MD; Headquarters: Rockville, MD). Across 19 historical disclosure records tracked on Prilago ($496.9M total parsed USD across disclosed rows), the median disclosed amount is $26.8M (range: $15.0M to $40.0M).

Which private-market strategies appear in Montgomery County's public disclosures?

Montgomery County has disclosed records across Buyout, Real Estate, Infrastructure, Distressed / Special Situations, Venture Capital. Open preview records include Dune Real Estate Partners L.P. 2022 Fund III (2022 Vintage), Dyal Capital Partners V (2020 Vintage), EIG Global Energy Partners Infrastructure Fund II (2020 Vintage), EIF U.S. Power Fund IV (2020 Vintage).

How are Montgomery County's historical records substantiated and separated from active searches on Prilago?

Records for Montgomery County 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 Montgomery County's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/montgomery-county or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Montgomery County?

In Prilago's bilateral commitment graph, Montgomery County shares resolved underlying fund vehicles with 415 institutional LPs across 19 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 DuPage Valley Cocheco Kingsley Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. Dune Real Estate Partners L.P. 2022 Fund III (2022 Vintage)), Charles River Croton Westbrook Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Dyal Capital Partners V (2020 Vintage)), Sandoz Family Foundation Investments (7 shared vehicles, e.g. EIG Global Energy Partners Infrastructure Fund II (2020 Vintage)).

Related Public Pension Plan & Rockville, MD Institutional LPs

Wisconsin Investment Board (SWIB) (1030)Washington State Investment Board (909)New York State Common Retirement Fund (858)Colorado PERA (830)Oregon Public Employees Retirement Fund (778)CalSTRS (754)Los Angeles County (LACERA) (750)Los Angeles City Employees (LACERS) (747)New Jersey Division of Investment (699)South Carolina RSIC (643)