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University Endowment IRS Form 990 Sched D Roadshow Hub: Swarthmore, PA HQ: Swarthmore, PA

Swarthmore College Investment Office

$2.9B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($406.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Distressed / Special Situations (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$406.1M
Total AUM: $2.9B
Median Disclosed Amount
$20.0M
Range: $5.0M – $36.3M
Disclosed Fund Multiples
15.2% Mean IRR (n=14) · 1.59x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Swarthmore College Investment Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
HarbourVest Partners VII Fund of Funds 2025
$34.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
AEW Partners Real Estate Fund X Real Estate 2024
$36.3M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
JFL Equity Investors VI, L.P. Private Equity 2024
$31.6M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Contingency Capital Fund A LP Private Credit 2024
$30.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Octagon Fund V Private Credit 2023
$24.0M
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 — Swarthmore College Investment Office

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

Allocation-Policy / Pacing Update

Swarthmore College Investment Office (University Endowment, $2.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 34.0% vs. 34.4% Actual; $-11.6M Unallocated Target Bandwidth). IRS Form 990 Schedule D Part V Endowment Verified (EIN 231352683, $2.90B 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 2025-03-07

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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 — Swarthmore College Investment Office

597 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Swarthmore College Investment Office (21 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 9 Shared Vehicles

Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Octagon Fund V (2023 Vintage)
Swarthmore College Investment Office: $24.0M · IRS Form 990 Sched D
Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account: $98.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree SSF III (2023 Vintage) · Octagon Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Gallatin Valley Charlevoix Northrop Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree SSF III (2023 Vintage)
Swarthmore College Investment Office: $5.2M · IRS Form 990 Sched D
Gallatin Valley Charlevoix Northrop Private Markets Primary & GP Seeder Fund-of-Funds: $38.5M · SEC Form ADV 7.B

Additional shared vehicles: Octagon Fund V (2023 Vintage) · Octagon Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Emerald Coast Chicopee Beaumont University Foundation & Endowment Pool

University Endowment Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Octagon Fund IV (2022 Vintage)
Swarthmore College Investment Office: $29.5M · IRS Form 990 Sched D
Emerald Coast Chicopee Beaumont University Foundation & Endowment Pool: $30.8M · IRS Form 990 Sched D

Additional shared vehicles: Octagon Fund V (2023 Vintage) · Oaktree SSF III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+594 Additional Institutional LPs Report Shared Vehicles with Swarthmore College Investment Office

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Swarthmore College Investment Office

You are viewing 5 open public preview records (out of 21 total tracked records for Swarthmore College Investment Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (597 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 Swarthmore College Investment Office

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Swarthmore College Investment Office

What type of institutional allocator is Swarthmore College Investment Office and what is their typical disclosed ticket size?

Swarthmore College Investment Office is categorized under University Endowment (Regional Roadshow Hub: Swarthmore, PA; Headquarters: Swarthmore, PA). Across 21 historical disclosure records tracked on Prilago ($406.1M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $5.0M to $36.3M).

Which private-market strategies appear in Swarthmore College Investment Office's public disclosures?

Swarthmore College Investment Office has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Distressed / Special Situations. Open preview records include HarbourVest Partners VII (2025 Vintage), AEW Partners Real Estate Fund X (2024 Vintage), JFL Equity Investors VI, L.P. (2024 Vintage), Contingency Capital Fund A LP (2024 Vintage).

How are Swarthmore College Investment Office's historical records substantiated and separated from active searches on Prilago?

Records for Swarthmore College Investment Office 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 Swarthmore College Investment Office's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Swarthmore College Investment Office?

In Prilago's bilateral commitment graph, Swarthmore College Investment Office shares resolved underlying fund vehicles with 597 institutional LPs across 21 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 Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Octagon Fund V (2023 Vintage)), Gallatin Valley Charlevoix Northrop Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Oaktree SSF III (2023 Vintage)), Emerald Coast Chicopee Beaumont University Foundation & Endowment Pool (8 shared vehicles, e.g. Octagon Fund IV (2022 Vintage)).

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