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

Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform

$7.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($950.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, 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
$950.1M
Total AUM: $7.0B
Median Disclosed Amount
$32.8M
Range: $15.0M – $64.4M
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 — Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform

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
OrbiMed Private Investments IXAdviser 7.B Vehicle Buyout 2025
$52.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Octagon Fund VAdviser 7.B Vehicle Private Credit 2025
$39.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Berkshire Fund XIAdviser 7.B Vehicle Buyout 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Audax Private Equity Fund VIIAdviser 7.B Vehicle Buyout 2025
$22.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Securities Partners IXAdviser 7.B Vehicle Buyout 2025
$19.0M
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 — Caddo Lake Great Basin Carmichael 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

Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform (Shreveport, LA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($126.0M allocation gap toward a 25.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-14

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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 — Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform

680 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform (22 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 10 Shared Vehicles

Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OrbiMed Private Investments IX (2025 Vintage)
Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform: $52.2M · SEC Form ADV 7.B
Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account: $121.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Octagon Fund V (2023 Vintage) · Octagon Fund IV (2022 Vintage)

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

Briarcliff Burlingame Fontaine Permanent Endowment & Fiduciary Trust

Institutional Trust Ossining, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Fund XI (2025 Vintage)
Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform: $20.0M · SEC Form ADV 7.B
Briarcliff Burlingame Fontaine Permanent Endowment & Fiduciary Trust: $21.0M · IRS Form 990 Sched D

Additional shared vehicles: American Securities Partners IX (2025 Vintage) · Welsh Carson Anderson & Stowe XIV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Emerald Coast Chicopee Beaumont University Foundation & Endowment Pool

University Endowment Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Octagon Fund V (2023 Vintage)
Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform: $39.8M · SEC Form ADV 7.B
Emerald Coast Chicopee Beaumont University Foundation & Endowment Pool: $40.0M · IRS Form 990 Sched D

Additional shared vehicles: OrbiMed Private Investments IX (2025 Vintage) · Octagon Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+677 Additional Institutional LPs Report Shared Vehicles with Caddo Lake Great Basin Carmichael 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 Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 27 total tracked records for Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform) 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 (680 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 Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform

Buyout LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform

What type of institutional allocator is Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Shreveport, LA). Across 27 historical disclosure records tracked on Prilago ($950.1M total parsed USD across disclosed rows), the median disclosed amount is $32.8M (range: $15.0M to $64.4M).

Which private-market strategies appear in Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform's public disclosures?

Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Infrastructure. Open preview records include OrbiMed Private Investments IX (2025 Vintage), Octagon Fund V (2025 Vintage), Berkshire Fund XI (2025 Vintage), Audax Private Equity Fund VII (2025 Vintage).

How are Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Caddo Lake Great Basin Carmichael 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 Caddo Lake Great Basin Carmichael 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/caddo-lake-great-basin-carmichael-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 Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Caddo Lake Great Basin Carmichael Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 680 institutional LPs across 22 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 Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. OrbiMed Private Investments IX (2025 Vintage)), Briarcliff Burlingame Fontaine Permanent Endowment & Fiduciary Trust (10 shared vehicles, e.g. Berkshire Fund XI (2025 Vintage)), Emerald Coast Chicopee Beaumont University Foundation & Endowment Pool (9 shared vehicles, e.g. Octagon Fund V (2023 Vintage)).

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