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Institutional Trust IRS Form 990 Sched D Roadshow Hub: San Jose, CA HQ: San Jose, CA

The Health Trust

$0.1B Total AUM · Institutional LP profile covering 2 historical fund disclosure records ($4.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 2 complete primary source trails are open below without registration.

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Disclosed Records
2
2 Open Source Trails Below
Sum of Disclosed Rows
$4.0M
Total AUM: $0.1B
Median Holding / Carrying Value
$3.2M
Range: $783K – $3.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/2)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — The Health Trust

2 Open Source Trails (No Registration)

Showing all 2 tracked historical disclosure records for The Health Trust (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Sei Second Opportunities Buyout 2024
$3.2M
Reported carrying value (Form 990-PF) · As of June 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Venture Capital Funds And Limited Partnerships Buyout 2024
$783K
Reported carrying value (Form 990-PF) · As of June 2025
Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
100% of Indexed Public Disclosure Rows Shown Above (2/2): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — The Health Trust

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 2 open public preview records — all 2 currently indexed public disclosure records for The Health Trust are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Separated active manager searches, RFPs & governance updates
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by The Health Trust

Frequently Asked Questions: The Health Trust

What type of institutional allocator is The Health Trust and what is their typical disclosed ticket size?

The Health Trust is categorized under Institutional Trust (Regional Roadshow Hub: San Jose, CA; Headquarters: San Jose, CA). Across 2 historical disclosure records tracked on Prilago ($4.0M total parsed USD across disclosed rows), the median disclosed amount is $3.2M (range: $783K to $3.2M).

Which private-market strategies appear in The Health Trust's public disclosures?

The Health Trust has disclosed records across Buyout. Open preview records include Sei Second Opportunities (2024 Vintage), Venture Capital Funds And Limited Partnerships (2024 Vintage).

How are The Health Trust's historical records substantiated and separated from active searches on Prilago?

Records for The Health Trust cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 2 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 The Health Trust's full commitment history and contacts?

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

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