Skip to main content
University Endowment CAFR / Board Packet Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Montana, MT

MTMUSW-MT (Montana University System Workers Compensation Trust)

$0.2B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($37.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Multi-Strategy, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$37.4M
Total AUM: $0.2B
Median Disclosed Amount
$2.0M
Range: $1.7M – $11.3M
Disclosed Fund Multiples
15.6% Mean IRR (n=1) · 1.99x Mean TVPI (n=1)
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 — MTMUSW-MT (Montana University System Workers Compensation Trust)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Advent International GPE VIII-D L.P. 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.15)
American Value Partners Fund I Real Estate 2024
$11.3M
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.15)
American Value Partners Fund I1 Real Estate 2024
$3.9M
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.15)
Primary Select IV, L.P. 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)
Highbridge Tactical Credit Fund LP Multi-Strategy 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)

Forward-Looking Searches, Pacing Plans & Governance Updates — MTMUSW-MT (Montana University System Workers Compensation Trust)

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

Allocation-Policy / Pacing Update

MTMUSW-MT (Montana University System Workers Compensation Trust) (University Endowment, $0.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 18.1% Actual; $9.7M Unallocated Target Bandwidth). Endowment long-term private capital program deploying into Fixed Income, Cash with emphasis on high-conviction specialist and venture/buyout managers. Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — MTMUSW-MT (Montana University System Workers Compensation Trust)

472 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as MTMUSW-MT (Montana University System Workers Compensation Trust) (11 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 2 Shared Vehicles

Lsv Asset Management

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NovaQuest Private Equity Fund II, L.P. (2025 Vintage)
MTMUSW-MT (Montana University System Workers Compensation Trust): $2.0M · Allocator Webpage (Unanchored URL)
Lsv Asset Management: $98.0M · SEC Form ADV 7.B

Additional shared vehicles: Bridgepoint Europe VII (2025 Vintage)

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

W.R. Berkley General Account

Insurance Company Greenwich, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
MTMUSW-MT (Montana University System Workers Compensation Trust): $1.7M · Allocator Webpage (Unanchored URL)
W.R. Berkley General Account: $66.2M · SEC EDGAR Filing

Additional shared vehicles: NovaQuest Private Equity Fund II, L.P. (2025 Vintage)

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

Delmarva Coos Bay Wakefield Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Select IV, L.P. (2025 Vintage)
MTMUSW-MT (Montana University System Workers Compensation Trust): $2.3M · Allocator Webpage (Unanchored URL)
Delmarva Coos Bay Wakefield Permanent Endowment & Fiduciary Trust: $18.2M · IRS Form 990 Sched D

Additional shared vehicles: Renewable Resources Pooled Investments 2022 (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+469 Additional Institutional LPs Report Shared Vehicles with MTMUSW-MT (Montana University System Workers Compensation Trust)

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for MTMUSW-MT (Montana University System Workers Compensation Trust)

You are viewing 5 open public preview records (out of 13 total tracked records for MTMUSW-MT (Montana University System Workers Compensation Trust)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (472 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for MTMUSW-MT (Montana University System Workers Compensation Trust) and our interactive GP workspace.

Strategies Disclosed by MTMUSW-MT (Montana University System Workers Compensation Trust)

Buyout LPs →Real Estate LPs →Private Equity LPs →Multi-Strategy LPs →Infrastructure LPs →

Frequently Asked Questions: MTMUSW-MT (Montana University System Workers Compensation Trust)

What type of institutional allocator is MTMUSW-MT (Montana University System Workers Compensation Trust) and what is their typical disclosed ticket size?

MTMUSW-MT (Montana University System Workers Compensation Trust) is categorized under University Endowment (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Montana, MT). Across 13 historical disclosure records tracked on Prilago ($37.4M total parsed USD across disclosed rows), the median disclosed amount is $2.0M (range: $1.7M to $11.3M).

Which private-market strategies appear in MTMUSW-MT (Montana University System Workers Compensation Trust)'s public disclosures?

MTMUSW-MT (Montana University System Workers Compensation Trust) has disclosed records across Buyout, Real Estate, Private Equity, Multi-Strategy, Infrastructure. Open preview records include Advent International GPE VIII-D L.P. (2016 Vintage), American Value Partners Fund I (2024 Vintage), American Value Partners Fund I1 (2024 Vintage), Primary Select IV, L.P. (2025 Vintage).

How are MTMUSW-MT (Montana University System Workers Compensation Trust)'s historical records substantiated and separated from active searches on Prilago?

Records for MTMUSW-MT (Montana University System Workers Compensation Trust) 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 MTMUSW-MT (Montana University System Workers Compensation Trust)'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside MTMUSW-MT (Montana University System Workers Compensation Trust)?

In Prilago's bilateral commitment graph, MTMUSW-MT (Montana University System Workers Compensation Trust) shares resolved underlying fund vehicles with 472 institutional LPs across 11 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 Lsv Asset Management (2 shared vehicles, e.g. NovaQuest Private Equity Fund II, L.P. (2025 Vintage)), W.R. Berkley General Account (2 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)), Delmarva Coos Bay Wakefield Permanent Endowment & Fiduciary Trust (2 shared vehicles, e.g. Primary Select IV, L.P. (2025 Vintage)).

Related University Endowment & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

Colorado PERA (830)New Mexico State Investment Council (676)University of Texas (UTIMCO) (562)Arizona SRS (411)UC Regents (405)New Mexico PERA (361)Idaho PERSI (234)Wyoming WRS (60)New Mexico ERB (55)DERP (Denver Employees Retirement) (37)