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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Lafayette, LA

Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

$20.3B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($2.50B parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Growth Equity, Buyout, 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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$2.50B
Total AUM: $20.3B
Median Disclosed Amount
$72.2M
Range: $43.0M – $138.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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 Advised Vehicle GAV Disclosed Performance Primary Source Trail
Strategic Partners Fund XAdviser 7.B Vehicle Secondaries 2024
$56.0M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Coller International Partners IXAdviser 7.B Vehicle Secondaries 2024
$54.0M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
AlpInvest Secondaries Program VIIIAdviser 7.B Vehicle Secondaries 2024
$51.0M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Horizon Capital Growth Fund IV L.P.Adviser 7.B Vehicle Growth Equity 2023
$117.2M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Horsley Bridge IVAdviser 7.B Vehicle Fund of Funds 2023
$107.5M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

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

Allocation-Policy / Pacing Update

Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $20.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 16.7% Actual; $365.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$164M–$311M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 16.7% actual on $20.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 — Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

811 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (31 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 17 Shared Vehicles

Neuberger Berman Private Markets & Dyal GP Seeder Platform

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Horizon Capital Growth Fund IV L.P. (2023 Vintage)
Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory: $117.2M · SEC Form ADV 7.B
Neuberger Berman Private Markets & Dyal GP Seeder Platform: $163.8M · SEC Form ADV 7.B

Additional shared vehicles: Horsley Bridge IV (2023 Vintage) · Horsley Bridge V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 17 Shared Vehicles

Brunel Pension Partnership (UK LGPS)

Public Pension Plan Bristol, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coller International Partners IX (2024 Vintage)
Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory: $54.0M · SEC Form ADV 7.B
Brunel Pension Partnership (UK LGPS): $140.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Horizon Capital Growth Fund IV L.P. (2023 Vintage) · Horsley Bridge IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Hunterdon Elkhorn Goldstein Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Horsley Bridge IV (2023 Vintage)
Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory: $107.5M · SEC Form ADV 7.B
Hunterdon Elkhorn Goldstein Industrial Consolidated Master Retirement Trust: $20.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Horizon Capital Growth Fund IV L.P. (2023 Vintage) · Horsley Bridge V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+808 Additional Institutional LPs Report Shared Vehicles with Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 32 total tracked records for Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (811 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 Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

Frequently Asked Questions: Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Lafayette, LA). Across 32 historical disclosure records tracked on Prilago ($2.50B total parsed USD across disclosed rows), the median disclosed amount is $72.2M (range: $43.0M to $138.2M).

Which private-market strategies appear in Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory has disclosed records across Secondaries, Growth Equity, Buyout, Venture Capital, Private Equity. Open preview records include Strategic Partners Fund X (2024 Vintage), Coller International Partners IX (2024 Vintage), AlpInvest Secondaries Program VIII (2024 Vintage), Horizon Capital Growth Fund IV L.P. (2023 Vintage).

How are Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory cite primary public disclosures (SEC Form ADV 7.B), 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 Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/atchafalaya-brazosport-weatherby-institutional-outsourced-cio-and-wealth-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 811 institutional LPs across 31 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 Neuberger Berman Private Markets & Dyal GP Seeder Platform (17 shared vehicles, e.g. Horizon Capital Growth Fund IV L.P. (2023 Vintage)), Brunel Pension Partnership (UK LGPS) (17 shared vehicles, e.g. Coller International Partners IX (2024 Vintage)), Hunterdon Elkhorn Goldstein Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Horsley Bridge IV (2023 Vintage)).

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