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Institutional Trust CAFR / Board Packet Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Helena, MT

MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

$0.6B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($166.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, Infrastructure (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$166.3M
Total AUM: $0.6B
Median Disclosed Amount
$2.5M
Range: $2.0M – $126.4M
Disclosed Fund Multiples
12.5% Mean IRR (n=5) · 1.74x Mean TVPI (n=5)
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 — MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Accel-KKR Growth Capital II Growth Equity 2022
$3.0M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.10)
Accel-KKR Credit Partners II LP Private Credit 2022
$2.2M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.10)
Accel-KKR Capital Partners CV IV, L.P. Buyout 2022
$2.0M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.10)
Accel-KKR Capital Partners V, L.P. Buyout 2016
$2.2M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.10)
Accel-KKR Capital Partners V Buyout 2016
$2.0M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.10)

Forward-Looking Searches, Pacing Plans & Governance Updates — MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

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

Allocation-Policy / Pacing Update

MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) (Institutional Trust, $0.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 10.7% Actual; $14.5M Unallocated Target Bandwidth). Long-duration institutional trust deploying into Private Credit under fiduciary investment policy guidelines. Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

380 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) (15 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 4 Shared Vehicles

Diablo Valley Catskill Sinclair Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Growth Capital II (2022 Vintage)
MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund): $3.0M · CAFR / Board Packet (MTCST MT 2024 ACFR, p.10)
Diablo Valley Catskill Sinclair Mutual & Casualty Insurance General Account: $64.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Accel-KKR Credit Partners II LP (2022 Vintage) · Accel-KKR Capital Partners CV IV LP (2022 Vintage)

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

Gqg Partners

OCIO / Wealth RIA Fort Lauderdale, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Credit Partners II LP (2022 Vintage)
MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund): $2.2M · CAFR / Board Packet (MTCST MT 2024 ACFR, p.10)
Gqg Partners: $132.2M · SEC Form ADV 7.B

Additional shared vehicles: Accel-KKR Growth Capital II (2022 Vintage) · Accel-KKR Capital Partners CV IV LP (2022 Vintage)

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

Alpha Architect

OCIO / Wealth RIA Newtown Square, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Capital Partners CV IV LP (2022 Vintage)
MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund): $2.0M · CAFR / Board Packet (MTCST MT 2024 ACFR, p.10)
Alpha Architect: $37.2M · SEC Form ADV 7.B

Additional shared vehicles: Accel-KKR Growth Capital II (2022 Vintage) · Accel-KKR Credit Partners II LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+377 Additional Institutional LPs Report Shared Vehicles with MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

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Request Pilot Access to Full Workspace Data for MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

You are viewing 5 open public preview records (out of 17 total tracked records for MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (380 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

Buyout LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)

What type of institutional allocator is MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) and what is their typical disclosed ticket size?

MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Helena, MT). Across 17 historical disclosure records tracked on Prilago ($166.3M total parsed USD across disclosed rows), the median disclosed amount is $2.5M (range: $2.0M to $126.4M).

Which private-market strategies appear in MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)'s public disclosures?

MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Infrastructure. Open preview records include Accel-KKR Growth Capital II (2022 Vintage), Accel-KKR Credit Partners II LP (2022 Vintage), Accel-KKR Capital Partners CV IV, L.P. (2022 Vintage), Accel-KKR Capital Partners V, L.P. (2016 Vintage).

How are MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)'s historical records substantiated and separated from active searches on Prilago?

Records for MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) 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 MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mtcst-mt-montana-coal-severance-tax-permanent-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 MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund)?

In Prilago's bilateral commitment graph, MTCST-MT (Montana Coal Severance Tax Permanent Trust Fund) shares resolved underlying fund vehicles with 380 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 Diablo Valley Catskill Sinclair Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. Accel-KKR Growth Capital II (2022 Vintage)), Gqg Partners (4 shared vehicles, e.g. Accel-KKR Credit Partners II LP (2022 Vintage)), Alpha Architect (4 shared vehicles, e.g. Accel-KKR Capital Partners CV IV LP (2022 Vintage)).

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