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Insurance Company DOL Form 5500 Roadshow Hub: San Mateo, CA HQ: San Mateo, CA

California Casualty Management

$0.2B Total AUM · Institutional LP profile covering 1 historical fund disclosure record ($3.9M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy (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
$3.9M
Total AUM: $0.2B
Median Holding / Carrying Value
$3.9M
Range: $3.9M – $3.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/1)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — California Casualty Management

1 Open Source Trail (No Registration)

Showing all 1 tracked historical disclosure record for California Casualty Management (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Sei Core Property Coll. Inv. Trust Multi-Strategy 2024
$3.9M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
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 — California Casualty Management

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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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — California Casualty Management

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as California Casualty Management (1 shared vehicles tracked; showing top 1 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 1 Shared Vehicle

Unitil Service Defined Benefit Pension Plan

Corporate Pension Plan Hampton, NH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sei Core Property Coll. Inv. Trust (2024 Vintage)
California Casualty Management: $3.9M (Holding / Fair Value) · DOL Form 5500
Unitil Service Defined Benefit Pension Plan: $7.3M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for California Casualty Management

You are viewing 1 open public preview record — all 1 currently indexed public disclosure record for California Casualty Management 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
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • 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 California Casualty Management

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Frequently Asked Questions: California Casualty Management

What type of institutional allocator is California Casualty Management and what is their typical disclosed ticket size?

California Casualty Management is categorized under Insurance Company (Regional Roadshow Hub: San Mateo, CA; Headquarters: San Mateo, CA). Across 1 historical disclosure records tracked on Prilago ($3.9M total parsed USD across disclosed rows), the median disclosed amount is $3.9M (range: $3.9M to $3.9M).

Which private-market strategies appear in California Casualty Management's public disclosures?

California Casualty Management has disclosed records across Multi-Strategy. Open preview records include Sei Core Property Coll. Inv. Trust (2024 Vintage).

How are California Casualty Management's historical records substantiated and separated from active searches on Prilago?

Records for California Casualty Management cite primary public disclosures (DOL Form 5500), 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 California Casualty Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside California Casualty Management?

In Prilago's bilateral commitment graph, California Casualty Management shares resolved underlying fund vehicles with 1 institutional LPs across 1 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 Unitil Service Defined Benefit Pension Plan (1 shared vehicle, e.g. Sei Core Property Coll. Inv. Trust (2024 Vintage)).

Related Insurance Company & San Mateo, CA Institutional LPs

Employers Mutual Casualty (12)Preferred Mutual Insurance (12)Factory Mutual Insurance (11)New York Life Insurance (11)Fisher Lynch Capital, LLC (10)The Hartford Investment Management (HIMCO) (10)New York Life General Account (9)Prudential Financial (PGIM General Account) (9)TIAA General Account (9)Trustees Of The Insurance Organizations' Pension Trust (9)