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Private Foundation TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule) Roadshow Hub: Petaluma, CA HQ: Petaluma, CA

Warsh-Mott Legacy

$0.1B Total AUM · Institutional LP profile covering 7 historical fund disclosure records ($6.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
7
5 Open Source Trails Below
Sum of Disclosed Rows
$6.6M
Total AUM: $0.1B
Median Holding / Carrying Value
$429K
Range: $153K – $2.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/7)
1 Gatekeepers · 1 Disclosed Strategies
IRS Form 990-PF Disclosure Note: Private foundation Part II investment schedules report end-of-year book or fair-market carrying value rather than original LP commitment amounts unless separately itemized, and statutory Form 990-PF filings do not report fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Warsh-Mott Legacy

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 7 total tracked records (+2 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 Carrying / Fair Value Disclosed Performance Primary Source Trail
Invenomic Fund, 132,162 Shs Buyout 2024
$2.3M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Otter Creek Long/Short Opportunity Fund, 116,954 Shs Buyout 2024
$1.7M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Neuberger Berman Long Short Fund, 75,559 Shs Buyout 2024
$1.5M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Dfj Growth IV LP Buyout 2024
$429K
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Dfj Growth III LP Buyout 2024
$279K
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Warsh-Mott Legacy

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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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Warsh-Mott Legacy

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Warsh-Mott Legacy (1 shared vehicles tracked; showing top 1 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 1 Shared Vehicle

Los Angeles City Employees (LACERS)

Public Pension Plan California
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
DFJ Growth III (2017 Vintage)
Warsh-Mott Legacy: $279K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Los Angeles City Employees (LACERS): $15.0M · CAFR / Board Packet (lacers quarterly pe performance review q2 2025 v2, p.19)
Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Warsh-Mott Legacy

You are viewing 5 open public preview records (out of 7 total tracked records for Warsh-Mott Legacy) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 7 tracked historical disclosure records (+2 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Enter your firm email to request pilot onboarding for Warsh-Mott Legacy and our interactive GP workspace.

Strategies Disclosed by Warsh-Mott Legacy

Buyout LPs →

Frequently Asked Questions: Warsh-Mott Legacy

What type of institutional allocator is Warsh-Mott Legacy and what is their typical disclosed ticket size?

Warsh-Mott Legacy is categorized under Private Foundation (Regional Roadshow Hub: Petaluma, CA; Headquarters: Petaluma, CA). Across 7 historical disclosure records tracked on Prilago ($6.6M total parsed USD across disclosed rows), the median disclosed amount is $429K (range: $153K to $2.3M).

Which private-market strategies appear in Warsh-Mott Legacy's public disclosures?

Warsh-Mott Legacy has disclosed records across Buyout. Open preview records include Invenomic Fund, 132,162 Shs (2024 Vintage), Otter Creek Long/Short Opportunity Fund, 116,954 Shs (2024 Vintage), Neuberger Berman Long Short Fund, 75,559 Shs (2024 Vintage), Dfj Growth IV LP (2024 Vintage).

How are Warsh-Mott Legacy's historical records substantiated and separated from active searches on Prilago?

Records for Warsh-Mott Legacy cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), 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 Warsh-Mott Legacy's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Warsh-Mott Legacy?

In Prilago's bilateral commitment graph, Warsh-Mott Legacy shares resolved underlying fund vehicles with 1 institutional LPs across 1 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 Los Angeles City Employees (LACERS) (1 shared vehicle, e.g. DFJ Growth III (2017 Vintage)).

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