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

Burleson & Company, LLC

$0.5B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($3.4M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 1 complete primary source trail is open below without registration.

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Disclosed Records
1
1 Open Source Trail Below
Sum of Disclosed Rows
$3.4M
Total AUM: $0.5B
Median Disclosed Amount
$3.4M
Range: $3.4M – $3.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
1 Gatekeepers · 1 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 — Burleson & Company, LLC

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for Burleson & Company, LLC (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Bco Venture Fund I, L.P.Adviser 7.B Vehicle Venture Capital 2024
$3.4M
Adviser-managed fund GAV · As of March 2023
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
100% of Indexed Public Disclosure Rows Shown Above (1/1): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Burleson & Company, LLC

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

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 (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for Burleson & Company, LLC are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Separated active manager searches, RFPs & governance updates
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Burleson & Company, LLC

Frequently Asked Questions: Burleson & Company, LLC

What type of institutional allocator is Burleson & Company, LLC and what is their typical disclosed ticket size?

Burleson & Company, LLC is categorized under Family Office / MFO (Regional Roadshow Hub: Petaluma, CA; Headquarters: Petaluma, CA). Across 1 historical disclosure records tracked on Prilago ($3.4M total parsed USD across disclosed rows), the median disclosed amount is $3.4M (range: $3.4M to $3.4M).

Which private-market strategies appear in Burleson & Company, LLC's public disclosures?

Burleson & Company, LLC has disclosed records across Venture Capital. Open preview records include Bco Venture Fund I, L.P. (2024 Vintage).

How are Burleson & Company, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Burleson & Company, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 1 open source trail 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 Burleson & Company, LLC's full commitment history and contacts?

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

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