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

University of Pennsylvania Office of Investments

$22.3B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($1.08B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Growth 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$1.08B
Total AUM: $22.3B
Median Disclosed Amount
$50.0M
Range: $25.0M – $242.6M
Disclosed Fund Multiples
16.0% Mean IRR (n=5) · 1.34x Mean TVPI (n=5)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — University of Pennsylvania Office of Investments

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Berkshire Fund XI, L.P. Buyout 2025
$242.6M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Onex Partners VI, L.P. Buyout 2025
$230.5M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
PSG Europe II, L.P. Growth Equity 2025
$206.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Hellman & Friedman Capital Partners XI Buyout 2024
$50.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Union Square Ventures 2024 Fund Venture Capital 2024
$35.0M
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 — University of Pennsylvania Office of Investments

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

Allocation-Policy / Pacing Update

University of Pennsylvania Office of Investments (University Endowment, $22.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 34.0% vs. 31.8% Actual; $490.6M Unallocated Target Bandwidth). IRS Form 990 Schedule D Part V Endowment Verified (EIN 231352685, $22.30B endowment): Endowment-model private equity, early-stage venture, growth equity & Fund I-III specialist GP pacing. Gatekeeper / Intake Conduit: Mercer Alternatives.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — University of Pennsylvania Office of Investments

652 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as University of Pennsylvania Office of Investments (12 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 5 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG EUROPE II (2025 Vintage)
University of Pennsylvania Office of Investments: $206.2M · IRS Form 990 Sched D
Washington State Investment Board: $200.3M · CAFR / Board Packet (ir063025, p.4)

Additional shared vehicles: Ares Pathfinder II (2023 Vintage) · Hellman & Friedman Capital Partners XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Pennsylvania SERS

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Pathfinder II (2023 Vintage)
University of Pennsylvania Office of Investments: $35.0M · IRS Form 990 Sched D
Pennsylvania SERS: $100.0M · CAFR / Board Packet (Pennsylvania SERS 2023 ACFR p.154)

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · Hellman & Friedman Capital Partners XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hellman & Friedman Capital Partners XI (2022 Vintage)
University of Pennsylvania Office of Investments: $50.0M · IRS Form 990 Sched D
Wisconsin Investment Board (SWIB): $150.0M · CAFR / Board Packet (SWIB 2023 ACFR p. 126)

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · Ares Pathfinder II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+649 Additional Institutional LPs Report Shared Vehicles with University of Pennsylvania Office of Investments

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for University of Pennsylvania Office of Investments

You are viewing 5 open public preview records (out of 12 total tracked records for University of Pennsylvania Office of Investments) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (652 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 University of Pennsylvania Office of Investments

Buyout LPs →Venture Capital LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: University of Pennsylvania Office of Investments

What type of institutional allocator is University of Pennsylvania Office of Investments and what is their typical disclosed ticket size?

University of Pennsylvania Office of Investments is categorized under University Endowment (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 12 historical disclosure records tracked on Prilago ($1.08B total parsed USD across disclosed rows), the median disclosed amount is $50.0M (range: $25.0M to $242.6M).

Which private-market strategies appear in University of Pennsylvania Office of Investments's public disclosures?

University of Pennsylvania Office of Investments has disclosed records across Buyout, Venture Capital, Private Credit, Growth Equity. Open preview records include Berkshire Fund XI, L.P. (2025 Vintage), Onex Partners VI, L.P. (2025 Vintage), PSG Europe II, L.P. (2025 Vintage), Hellman & Friedman Capital Partners XI (2024 Vintage).

How are University of Pennsylvania Office of Investments's historical records substantiated and separated from active searches on Prilago?

Records for University of Pennsylvania Office of Investments 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 University of Pennsylvania Office of Investments's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside University of Pennsylvania Office of Investments?

In Prilago's bilateral commitment graph, University of Pennsylvania Office of Investments shares resolved underlying fund vehicles with 652 institutional LPs across 12 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 Washington State Investment Board (5 shared vehicles, e.g. PSG EUROPE II (2025 Vintage)), Pennsylvania SERS (5 shared vehicles, e.g. Ares Pathfinder II (2023 Vintage)), Wisconsin Investment Board (SWIB) (4 shared vehicles, e.g. Hellman & Friedman Capital Partners XI (2022 Vintage)).

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