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

MTMSF-MT (Montana State Fund Workers Compensation Reserve)

$0.3B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($1.54B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Secondaries (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$1.54B
Total AUM: $0.3B
Median Disclosed Amount
$2.2M
Range: $1.7M – $1.47B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 5 Disclosed Strategies
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 — MTMSF-MT (Montana State Fund Workers Compensation Reserve)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Montana State Fund Separately Managed Account Private Credit 2024
$1.47B
Reported holding / fair value (not original commitment) · As of December 2025
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.15)
Montana State Fund Short-Term Investment Pool Multi-Strategy 2024
$49.1M
Reported holding / fair value (not original commitment) · As of December 2025
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.15)
Capvis Equity IV Private Equity 2025
$2.3M
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)
SEI Secondary Opportunities Fund I, LP Secondaries 2025
$2.2M
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)
Lovell Minnick Equity Partners VI, L.P. Buyout 2025
$2.0M
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)

Forward-Looking Searches, Pacing Plans & Governance Updates — MTMSF-MT (Montana State Fund Workers Compensation Reserve)

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

Allocation-Policy / Pacing Update

MTMSF-MT (Montana State Fund Workers Compensation Reserve) (Public Pension Plan, $0.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 9.0% vs. 7.8% Actual; $4.0M Unallocated Target Bandwidth). Active FY2026 public pension pacing targeting Cash, Fixed Income with quarterly investment committee allocations and re-up commitments. Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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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 — MTMSF-MT (Montana State Fund Workers Compensation Reserve)

311 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as MTMSF-MT (Montana State Fund Workers Compensation Reserve) (10 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 2 Shared Vehicles

Capital Group Private Client Services, Inc.

Family Office / MFO Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Capvis Equity IV (2025 Vintage)
MTMSF-MT (Montana State Fund Workers Compensation Reserve): $2.3M · Allocator Webpage (Unanchored URL)
Capital Group Private Client Services, Inc.: $74.5M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Credit Opportunities Fund VII (2024 Vintage)

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

Luther King Capital Management

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SEI Secondary Opportunities Fund I, LP (2025 Vintage)
MTMSF-MT (Montana State Fund Workers Compensation Reserve): $2.2M · Allocator Webpage (Unanchored URL)
Luther King Capital Management: $100.5M · SEC Form ADV 7.B

Additional shared vehicles: Capvis Equity IV (2025 Vintage)

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

Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Credit Opportunities Fund VII (2024 Vintage)
MTMSF-MT (Montana State Fund Workers Compensation Reserve): $1.9M · Allocator Webpage (Unanchored URL)
Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool: $38.2M · IRS Form 990 Sched D

Additional shared vehicles: Capvis Equity IV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+308 Additional Institutional LPs Report Shared Vehicles with MTMSF-MT (Montana State Fund Workers Compensation Reserve)

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 MTMSF-MT (Montana State Fund Workers Compensation Reserve)

You are viewing 5 open public preview records (out of 12 total tracked records for MTMSF-MT (Montana State Fund Workers Compensation Reserve)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (311 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 MTMSF-MT (Montana State Fund Workers Compensation Reserve)

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Secondaries LPs →

Frequently Asked Questions: MTMSF-MT (Montana State Fund Workers Compensation Reserve)

What type of institutional allocator is MTMSF-MT (Montana State Fund Workers Compensation Reserve) and what is their typical disclosed ticket size?

MTMSF-MT (Montana State Fund Workers Compensation Reserve) is categorized under Public Pension Plan (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Helena, MT). Across 12 historical disclosure records tracked on Prilago ($1.54B total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.7M to $1.47B).

Which private-market strategies appear in MTMSF-MT (Montana State Fund Workers Compensation Reserve)'s public disclosures?

MTMSF-MT (Montana State Fund Workers Compensation Reserve) has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Secondaries. Open preview records include Montana State Fund Separately Managed Account (2024 Vintage), Montana State Fund Short-Term Investment Pool (2024 Vintage), Capvis Equity IV (2025 Vintage), SEI Secondary Opportunities Fund I, LP (2025 Vintage).

How are MTMSF-MT (Montana State Fund Workers Compensation Reserve)'s historical records substantiated and separated from active searches on Prilago?

Records for MTMSF-MT (Montana State Fund Workers Compensation Reserve) 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 MTMSF-MT (Montana State Fund Workers Compensation Reserve)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mtmsf-mt-montana-state-fund-workers-compensation-reserve or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside MTMSF-MT (Montana State Fund Workers Compensation Reserve)?

In Prilago's bilateral commitment graph, MTMSF-MT (Montana State Fund Workers Compensation Reserve) shares resolved underlying fund vehicles with 311 institutional LPs across 10 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 Capital Group Private Client Services, Inc. (2 shared vehicles, e.g. Capvis Equity IV (2025 Vintage)), Luther King Capital Management (2 shared vehicles, e.g. SEI Secondary Opportunities Fund I, LP (2025 Vintage)), Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool (2 shared vehicles, e.g. Carlyle Credit Opportunities Fund VII (2024 Vintage)).

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

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