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Healthcare / Hospital System IRS Form 990 Sched D Roadshow Hub: Michigan HQ: Livonia, MI

Trinity Health System Endowment & Operating Pool

$13.8B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($884.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Private Equity (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$884.8M
Total AUM: $13.8B
Median Disclosed Amount
$38.0M
Range: $12.0M – $101.6M
Disclosed Fund Multiples
15.1% Mean IRR (n=11) · 1.36x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Trinity Health System Endowment & Operating Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Dawson Partners GP Finance 2, LP Private Equity 2025
$101.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kayne Partners Growth Fund VI Growth Equity 2025
$75.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ares Corporate Opportunity Fund VI, LP Buyout 2025
$38.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
GEM Realty Fund VII LP Real Estate 2024
$95.4M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Hg Titan 2 A Co Investment LP Co-Investment 2024
$83.9M
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 — Trinity Health System Endowment & Operating Pool

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

Allocation-Policy / Pacing Update

Trinity Health System Endowment & Operating Pool (Healthcare / Hospital System, $13.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 19.2% Actual; $110.4M Unallocated Target Bandwidth). IRS Form 990 Schedule D Verified (EIN 351443425, $13.80B long-term investment & endowment pool): Active commitments across healthcare buyout, biotech/medtech venture, mid-market PE, and private credit. Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Trinity Health System Endowment & Operating Pool

571 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Trinity Health System Endowment & Operating Pool (18 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 6 Shared Vehicles

Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Corporate Opportunity Fund VI, LP (2025 Vintage)
Trinity Health System Endowment & Operating Pool: $38.0M · IRS Form 990 Sched D
Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $46.2M · SEC Form ADV 7.B

Additional shared vehicles: Ares Corporate Opportunities Fund VIII (2024 Vintage) · Ares Private Credit Opportunities Fund III (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Glacier Peak Carillon Osullivan Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Corporate Opportunities Fund VIII (2024 Vintage)
Trinity Health System Endowment & Operating Pool: $40.2M · IRS Form 990 Sched D
Glacier Peak Carillon Osullivan Industrial Consolidated Master Retirement Trust: $38.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Corporate Opportunity Fund VI, LP (2025 Vintage) · Ares Private Credit Opportunities Fund III (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Private Credit Opportunities Fund III (2024 Vintage)
Trinity Health System Endowment & Operating Pool: $34.8M · IRS Form 990 Sched D
Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account: $107.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Corporate Opportunity Fund VI, LP (2025 Vintage) · Ares Corporate Opportunities Fund VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+568 Additional Institutional LPs Report Shared Vehicles with Trinity Health System Endowment & Operating Pool

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Trinity Health System Endowment & Operating Pool

You are viewing 5 open public preview records (out of 18 total tracked records for Trinity Health System Endowment & Operating Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (571 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 Trinity Health System Endowment & Operating Pool

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Private Equity LPs →

Frequently Asked Questions: Trinity Health System Endowment & Operating Pool

What type of institutional allocator is Trinity Health System Endowment & Operating Pool and what is their typical disclosed ticket size?

Trinity Health System Endowment & Operating Pool is categorized under Healthcare / Hospital System (Regional Roadshow Hub: Michigan; Headquarters: Livonia, MI). Across 18 historical disclosure records tracked on Prilago ($884.8M total parsed USD across disclosed rows), the median disclosed amount is $38.0M (range: $12.0M to $101.6M).

Which private-market strategies appear in Trinity Health System Endowment & Operating Pool's public disclosures?

Trinity Health System Endowment & Operating Pool has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Private Equity. Open preview records include Dawson Partners GP Finance 2, LP (2025 Vintage), Kayne Partners Growth Fund VI (2025 Vintage), Ares Corporate Opportunity Fund VI, LP (2025 Vintage), GEM Realty Fund VII LP (2024 Vintage).

How are Trinity Health System Endowment & Operating Pool's historical records substantiated and separated from active searches on Prilago?

Records for Trinity Health System Endowment & Operating Pool 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 Trinity Health System Endowment & Operating Pool's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Trinity Health System Endowment & Operating Pool?

In Prilago's bilateral commitment graph, Trinity Health System Endowment & Operating Pool shares resolved underlying fund vehicles with 571 institutional LPs across 18 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 Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Ares Corporate Opportunity Fund VI, LP (2025 Vintage)), Glacier Peak Carillon Osullivan Industrial Consolidated Master Retirement Trust (6 shared vehicles, e.g. Ares Corporate Opportunities Fund VIII (2024 Vintage)), Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Ares Private Credit Opportunities Fund III (2024 Vintage)).

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