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University Endowment IRS Form 990 Sched D Roadshow Hub: Mid-Atlantic / DC Metro HQ: Lexington, VA

Washington and Lee University Endowment

$2.1B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($304.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Growth Equity, Real Estate (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
$304.3M
Total AUM: $2.1B
Median Disclosed Amount
$18.5M
Range: $5.0M – $24.0M
Disclosed Fund Multiples
17.1% Mean IRR (n=11) · 1.63x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Washington and Lee University Endowment

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
Empire Opportunistic Secondary Fund LP Distressed / Special Situations 2025
$19.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Three Pillars Secondaries Fund, LP Secondaries 2025
$19.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blackstone Partners IX, L.P. Buyout 2025
$17.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ilex Onshore Fund LP Multi-Strategy 2024
$17.7M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Bernhard Capital Partners Fund III Infrastructure 2023
$15.5M
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 — Washington and Lee University Endowment

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

Allocation-Policy / Pacing Update

Washington and Lee University Endowment (University Endowment, $2.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 31.0% vs. 30.2% Actual; $16.8M Unallocated Target Bandwidth). IRS Form 990 Schedule D Part V Endowment Verified (EIN 540505977, $2.10B endowment): Endowment-model private equity, early-stage venture, growth equity & Fund I-III specialist GP pacing. Gatekeeper / Intake Conduit: Makena Capital Management.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Washington and Lee University Endowment

541 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Washington and Lee University Endowment (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

Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bernhard Capital Partners Fund III (2023 Vintage)
Washington and Lee University Endowment: $15.5M · IRS Form 990 Sched D
Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory: $78.8M · SEC Form ADV 7.B

Additional shared vehicles: Benefit Street Partners Senior Secured Opportunities II (2022 Vintage) · Benefit Street Partners Realty Trust VI (2020 Vintage)

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

Massachusetts Mutual Life Insurance Company (MassMutual) General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)
Washington and Lee University Endowment: $18.5M · IRS Form 990 Sched D
Massachusetts Mutual Life Insurance Company (MassMutual) General Account: $159.8M · NAIC Sched BA

Additional shared vehicles: Bernhard Capital Partners Fund III (2023 Vintage) · Benefit Street Partners Realty Trust VI (2020 Vintage)

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

Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Benefit Street Partners Realty Trust VI (2020 Vintage)
Washington and Lee University Endowment: $16.5M · IRS Form 990 Sched D
Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust: $51.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bernhard Capital Partners Fund III (2023 Vintage) · Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+538 Additional Institutional LPs Report Shared Vehicles with Washington and Lee University Endowment

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Washington and Lee University Endowment

You are viewing 5 open public preview records (out of 18 total tracked records for Washington and Lee University Endowment) 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 (541 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 Washington and Lee University Endowment

Buyout LPs →Infrastructure LPs →Private Credit LPs →Growth Equity LPs →Real Estate LPs →

Frequently Asked Questions: Washington and Lee University Endowment

What type of institutional allocator is Washington and Lee University Endowment and what is their typical disclosed ticket size?

Washington and Lee University Endowment is categorized under University Endowment (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Lexington, VA). Across 18 historical disclosure records tracked on Prilago ($304.3M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $5.0M to $24.0M).

Which private-market strategies appear in Washington and Lee University Endowment's public disclosures?

Washington and Lee University Endowment has disclosed records across Buyout, Infrastructure, Private Credit, Growth Equity, Real Estate. Open preview records include Empire Opportunistic Secondary Fund LP (2025 Vintage), Three Pillars Secondaries Fund, LP (2025 Vintage), Blackstone Partners IX, L.P. (2025 Vintage), Ilex Onshore Fund LP (2024 Vintage).

How are Washington and Lee University Endowment's historical records substantiated and separated from active searches on Prilago?

Records for Washington and Lee University Endowment 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 Washington and Lee University Endowment's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/washington-and-lee-university-endowment or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Washington and Lee University Endowment?

In Prilago's bilateral commitment graph, Washington and Lee University Endowment shares resolved underlying fund vehicles with 541 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 Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Bernhard Capital Partners Fund III (2023 Vintage)), Massachusetts Mutual Life Insurance Company (MassMutual) General Account (6 shared vehicles, e.g. Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)), Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust (6 shared vehicles, e.g. Benefit Street Partners Realty Trust VI (2020 Vintage)).

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