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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

Balentine

$5.3B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($458.9M parsed USD across disclosed rows) across disclosed strategy exposure in Real Assets, Buyout, Private Equity, Private Credit, Secondaries (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$458.9M
Total AUM: $5.3B
Median Disclosed Amount
$20.0M
Range: $4.0M – $31.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Balentine

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
BPE Europe VIIAdviser 7.B Vehicle Private Equity 2025
$12.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2024
$7.5M
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
Berkshire Fund XI, L.P.Adviser 7.B Vehicle Buyout 2024
$27.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
HarbourVest Dover Street XI, L.P.Adviser 7.B Vehicle Secondaries 2024
$27.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Onex Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$25.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Balentine

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

Allocation-Policy / Pacing Update

Balentine (Family Office / MFO, $5.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $148.5M Unallocated Target Bandwidth). SEC Form ADV (801-70910, CRD #152511) verified $5.30B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Balentine

898 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Balentine (25 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 11 Shared Vehicles

Caddo Lake Haverford Worthington Mutual & Casualty Insurance General Account

Insurance Company Shreveport, LA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Orchard Park, L.P. (2023 Vintage)
Balentine: $20.0M · SEC Form ADV 7.B
Caddo Lake Haverford Worthington Mutual & Casualty Insurance General Account: $27.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Orion Mine Finance Fund IV (2023 Vintage) · Orion Mine IV (2023 Vintage)

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

Cheyenne Mountain Clinches Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Colorado Springs, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
P Capital Credit III (2023 Vintage)
Balentine: $17.5M · SEC Form ADV 7.B
Cheyenne Mountain Clinches Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $63.5M · SEC Form ADV 7.B

Additional shared vehicles: Orion Mine Finance Fund IV (2023 Vintage) · Orion Mine IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Hampton Roads Fairhope Mcallister University Foundation & Endowment Pool

University Endowment Newport News, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Orion Mine Finance Fund IV (2023 Vintage)
Balentine: $12.5M · SEC Form ADV 7.B
Hampton Roads Fairhope Mcallister University Foundation & Endowment Pool: $12.0M · IRS Form 990 Sched D

Additional shared vehicles: P Capital Credit III (2023 Vintage) · Orion Mine IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+895 Additional Institutional LPs Report Shared Vehicles with Balentine

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 Balentine

You are viewing 5 open public preview records (out of 25 total tracked records for Balentine) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (898 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 Balentine

Real Assets LPs →Buyout LPs →Private Equity LPs →Private Credit LPs →Secondaries LPs →

Frequently Asked Questions: Balentine

What type of institutional allocator is Balentine and what is their typical disclosed ticket size?

Balentine is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 25 historical disclosure records tracked on Prilago ($458.9M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $4.0M to $31.2M).

Which private-market strategies appear in Balentine's public disclosures?

Balentine has disclosed records across Real Assets, Buyout, Private Equity, Private Credit, Secondaries. Open preview records include BPE Europe VII (2025 Vintage), Ares Senior Direct Lending Fund III (2024 Vintage), Berkshire Fund XI, L.P. (2024 Vintage), HarbourVest Dover Street XI, L.P. (2024 Vintage).

How are Balentine's historical records substantiated and separated from active searches on Prilago?

Records for Balentine 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 Balentine's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Balentine?

In Prilago's bilateral commitment graph, Balentine shares resolved underlying fund vehicles with 898 institutional LPs across 25 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 Caddo Lake Haverford Worthington Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Orchard Park, L.P. (2023 Vintage)), Cheyenne Mountain Clinches Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. P Capital Credit III (2023 Vintage)), Hampton Roads Fairhope Mcallister University Foundation & Endowment Pool (10 shared vehicles, e.g. Orion Mine Finance Fund IV (2023 Vintage)).

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