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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Freeport, TX

Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

$11.6B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.22B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Distressed / Special Situations, Buyout, Infrastructure (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$1.22B
Total AUM: $11.6B
Median Disclosed Amount
$47.2M
Range: $25.0M – $76.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Monroe Capital Private Credit Fund VAdviser 7.B Vehicle Private Credit 2025
$30.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Opportunistic Real Estate Credit Fund IIAdviser 7.B Vehicle Private Credit 2025
$29.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street TAO GlobalAdviser 7.B Vehicle Private Credit 2025
$26.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Muir Woods Partners, L.P.Adviser 7.B Vehicle Private Equity 2025
$76.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Brazosport Genesee Valley 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

Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.0% Actual; $348.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$157M–$296M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.0% actual on $11.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

692 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory (26 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 14 Shared Vehicles

Aon Investments USA Inc.

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Churchill Middle Market Senior Loan Fund V (2025 Vintage)
Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory: $35.0M · SEC Form ADV 7.B
Aon Investments USA Inc.: $15.0M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Supply Chain Fund Lp (2023 Vintage) · Charlesbank C. III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Westfield Capital Management Company

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Supply Chain Fund Lp (2023 Vintage)
Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory: $62.5M · SEC Form ADV 7.B
Westfield Capital Management Company: $67.0M · SEC Form ADV 7.B

Additional shared vehicles: Charlesbank C. III (2023 Vintage) · CerraCap Ventures III, L.P. (2022 Vintage)

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

Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

Private Foundation Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Institutional Real Estate Fund V (2021 Vintage)
Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory: $32.0M · SEC Form ADV 7.B
Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Cerberus Supply Chain Fund Lp (2023 Vintage) · Cerberus Institutional Real Estate Partners Fund IX (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+689 Additional Institutional LPs Report Shared Vehicles with Brazosport Genesee Valley 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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Request Pilot Access to Full Workspace Data for Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 27 total tracked records for Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (692 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Real Estate LPs →Distressed / Special Situations LPs →Buyout LPs →Infrastructure LPs →

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

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

Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Freeport, TX). Across 27 historical disclosure records tracked on Prilago ($1.22B total parsed USD across disclosed rows), the median disclosed amount is $47.2M (range: $25.0M to $76.8M).

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

Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Real Estate, Distressed / Special Situations, Buyout, Infrastructure. Open preview records include Churchill Middle Market Senior Loan Fund V (2025 Vintage), Monroe Capital Private Credit Fund V (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2025 Vintage).

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

Records for Brazosport Genesee Valley 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 Brazosport Genesee Valley 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/brazosport-genesee-valley-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 Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 692 institutional LPs across 26 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 Aon Investments USA Inc. (14 shared vehicles, e.g. Churchill Middle Market Senior Loan Fund V (2025 Vintage)), Westfield Capital Management Company (12 shared vehicles, e.g. Cerberus Supply Chain Fund Lp (2023 Vintage)), Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust (11 shared vehicles, e.g. Cerberus Institutional Real Estate Fund V (2021 Vintage)).

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