Bellingham Harbor Trust
Endowment · $680.0M AUM · West Coast
Expansion Score
63
Churn Risk
45
Days in Stage
65
Avg Response Time
10h
Activity Timeline
13 eventsNo response to follow-up email (3rd attempt)
Sent brief check-in email — 'Want to make sure you have everything you need'
No response to follow-up email (2nd attempt)
Sent second follow-up — offered to schedule call with Managing Partner
No response to follow-up email with updated DD materials
Sent follow-up email with updated due diligence materials
Video call with Rachel Torres — reviewed DDQ responses, discussed governance structure
Clicked link to DDQ response document
Opened due diligence supplemental materials email
Visited Fund III data room — 35 min, reviewed legal docs and financial statements
In-person meeting with James Mitchell — deep dive on Fund II track record
Opened Fund III investment thesis summary
Phone call with CIO — discussed allocation committee timeline
Relationship Summary
🤖 AI-ComputedBellingham Harbor Trust is currently in In Due Diligence with moderate engagement. They have had 13 touchpoints in the last 90 days. Current commitment stands at $6.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Richard Calloway, Director of Alternatives
- Sector Focus
- Value-Add Multifamily
- Typical Check
- $7.0M
- Current Commitment
- $6.0M
- Previous Fund
- New relationship
- Assigned To
- Rachel Torres
- Stage Since
- Dec 7, 2025
- Priority Rank
- #21 of 45