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University Endowment IRS Form 990 Sched D Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

Occidental College Endowment

$0.6B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($96.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Growth Equity, Fund of Funds, Venture Capital (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$96.8M
Total AUM: $0.6B
Median Disclosed Amount
$5.5M
Range: $3.0M – $10.0M
Disclosed Fund Multiples
15.6% Mean IRR (n=9) · 1.56x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Occidental College Endowment

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Pennybacker Critical Infrastructure Partners I, LP Infrastructure 2025
$6.3M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
HarbourVest Partners VIII Fund of Funds 2025
$5.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Leeds Equity Partners VII Buyout 2025
$4.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Knox Lane Partners Fund II Buyout 2024
$10.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Oaktree Power Opportunities Fund VI LP Infrastructure 2024
$5.9M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Occidental College Endowment

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

Allocation-Policy / Pacing Update

Occidental College Endowment (University Endowment, $0.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 27.0% vs. 26.8% Actual; $1.3M Unallocated Target Bandwidth). IRS Form 990 Schedule D Part V Endowment Verified (EIN 951667177, $0.63B endowment): Endowment-model private equity, early-stage venture, growth equity & Fund I-III specialist GP pacing. Gatekeeper / Intake Conduit: Cambridge Associates.

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

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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 — Occidental College Endowment

582 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Occidental College Endowment (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

Syracuse University Endowment

University Endowment Syracuse, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners VIII (2025 Vintage)
Occidental College Endowment: $5.5M · IRS Form 990 Sched D
Syracuse University Endowment: $16.4M · IRS Form 990 Sched D

Additional shared vehicles: PAI Partners VIII-1 SCSp (2022 Vintage) · PCCP Credit IV (2021 Vintage)

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

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAI Partners VIII-1 SCSp (2022 Vintage)
Occidental College Endowment: $4.8M · IRS Form 990 Sched D
Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory: $56.5M · SEC Form ADV 7.B

Additional shared vehicles: PCCP Credit IV (2021 Vintage) · PAI Europe VII (2019 Vintage)

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

JPMorgan Chase Retirement Plan Trust

Corporate Pension Plan New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PCCP Credit IV (2021 Vintage)
Occidental College Endowment: $7.0M · IRS Form 990 Sched D
JPMorgan Chase Retirement Plan Trust: $52.8M · SEC EDGAR Filing

Additional shared vehicles: PAI Partners VIII-1 SCSp (2022 Vintage) · PAI Europe VII (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+579 Additional Institutional LPs Report Shared Vehicles with Occidental College Endowment

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 Occidental College Endowment

You are viewing 5 open public preview records (out of 16 total tracked records for Occidental College Endowment) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (582 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 Occidental College Endowment

Buyout LPs →Infrastructure LPs →Growth Equity LPs →Fund of Funds LPs →Venture Capital LPs →

Frequently Asked Questions: Occidental College Endowment

What type of institutional allocator is Occidental College Endowment and what is their typical disclosed ticket size?

Occidental College Endowment is categorized under University Endowment (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 16 historical disclosure records tracked on Prilago ($96.8M total parsed USD across disclosed rows), the median disclosed amount is $5.5M (range: $3.0M to $10.0M).

Which private-market strategies appear in Occidental College Endowment's public disclosures?

Occidental College Endowment has disclosed records across Buyout, Infrastructure, Growth Equity, Fund of Funds, Venture Capital. Open preview records include Pennybacker Critical Infrastructure Partners I, LP (2025 Vintage), HarbourVest Partners VIII (2025 Vintage), Leeds Equity Partners VII (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

How are Occidental College Endowment's historical records substantiated and separated from active searches on Prilago?

Records for Occidental College Endowment cite primary public disclosures (IRS Form 990 Sched D), 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 Occidental College Endowment's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Occidental College Endowment?

In Prilago's bilateral commitment graph, Occidental College Endowment shares resolved underlying fund vehicles with 582 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 Syracuse University Endowment (4 shared vehicles, e.g. HarbourVest Partners VIII (2025 Vintage)), Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. PAI Partners VIII-1 SCSp (2022 Vintage)), JPMorgan Chase Retirement Plan Trust (3 shared vehicles, e.g. PCCP Credit IV (2021 Vintage)).

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