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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Cerritos, CA HQ: Cerritos, CA

Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

$6.2B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($716.9M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Venture Capital, Growth 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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$716.9M
Total AUM: $6.2B
Median Disclosed Amount
$33.5M
Range: $14.0M – $57.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Artemis Income & Growth Fund IIAdviser 7.B Vehicle Real Estate 2025
$47.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund III, LPAdviser 7.B Vehicle Real Estate 2025
$47.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arsenal Capital Fund VAdviser 7.B Vehicle Buyout 2025
$47.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arlington Capital Partners Fund VIIAdviser 7.B Vehicle Buyout 2025
$43.0M
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 Special Opportunities IIIAdviser 7.B Vehicle Distressed / Special Situations 2025
$41.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

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

Allocation-Policy / Pacing Update

Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform (Family Office / MFO, $6.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.0% vs. 22.0% Actual; $186.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$84M–$158M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 25.0% vs 22.0% actual on $6.2B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

870 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform (23 shared vehicles tracked; showing top 3 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 11 Shared Vehicles

Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Wildwood, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Artemis Income & Growth Fund II (2025 Vintage)
Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform: $47.8M · SEC Form ADV 7.B
Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $115.5M · SEC Form ADV 7.B

Additional shared vehicles: Asana Partners Fund III (2025 Vintage) · Arsenal Capital Fund V (2025 Vintage)

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

Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Asana Partners Fund III (2025 Vintage)
Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform: $47.2M · SEC Form ADV 7.B
Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account: $46.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Artemis Income & Growth Fund II (2025 Vintage) · Arsenal Capital Fund V (2025 Vintage)

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

3M Company Employee Retirement Income Plan Master Trust

Corporate Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Arsenal Capital Fund V (2025 Vintage)
Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform: $47.0M · SEC Form ADV 7.B
3M Company Employee Retirement Income Plan Master Trust: $52.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Artemis Income & Growth Fund II (2025 Vintage) · Arlington Capital Partners VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+867 Additional Institutional LPs Report Shared Vehicles with Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

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 Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 23 total tracked records for Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (870 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

Real Estate LPs →Private Credit LPs →Buyout LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform

What type of institutional allocator is Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Cerritos, CA; Headquarters: Cerritos, CA). Across 23 historical disclosure records tracked on Prilago ($716.9M total parsed USD across disclosed rows), the median disclosed amount is $33.5M (range: $14.0M to $57.0M).

Which private-market strategies appear in Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform's public disclosures?

Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Private Credit, Buyout, Venture Capital, Growth Equity. Open preview records include Artemis Income & Growth Fund II (2025 Vintage), Asana Partners Fund III, LP (2025 Vintage), Arsenal Capital Fund V (2025 Vintage), Arlington Capital Partners Fund VII (2025 Vintage).

How are Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform 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 Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bellflower-evergreen-holmberg-multi-family-office-private-capital-platform or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Bellflower Evergreen Holmberg Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 870 institutional LPs across 23 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 Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Artemis Income & Growth Fund II (2025 Vintage)), Clairmont Breckenridge Remington Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Asana Partners Fund III (2025 Vintage)), 3M Company Employee Retirement Income Plan Master Trust (10 shared vehicles, e.g. Arsenal Capital Fund V (2025 Vintage)).

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