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

Camellia Borger Waverly Multi-Family Office Private Capital Platform

$2.5B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($279.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Secondaries, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$279.4M
Total AUM: $2.5B
Median Disclosed Amount
$15.5M
Range: $13.0M – $23.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Camellia Borger Waverly Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
AEW Partners Real Estate Fund XAdviser 7.B Vehicle Real Estate 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thoma Bravo Fund XVIAdviser 7.B Vehicle Buyout 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NB Crossroads Fund IXAdviser 7.B Vehicle Secondaries 2025
$23.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CapVest Equity Partners VAdviser 7.B Vehicle Buyout 2025
$21.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
DRA Growth & Income Fund XIAdviser 7.B Vehicle Real Estate 2025
$18.0M
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 — Camellia Borger Waverly 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

Camellia Borger Waverly Multi-Family Office Private Capital Platform (Family Office / MFO, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.5% vs. 23.3% Actual; $55.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 25.5% vs 23.3% actual on $2.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Camellia Borger Waverly Multi-Family Office Private Capital Platform

374 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Camellia Borger Waverly Multi-Family Office Private Capital Platform (16 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 4 Shared Vehicles

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cibus Fund II (2021 Vintage)
Camellia Borger Waverly Multi-Family Office Private Capital Platform: $18.4M · SEC Form ADV 7.B
Los Angeles County (LACERA): $89.0M · CAFR / Board Packet (LACERA TFI Cost Report FY23, p.38)

Additional shared vehicles: STG Allegro-A, L.P. (2021 Vintage) · Orion Mine Finance (Onshore) Fund III, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

HarbourVest Partners Primary & Emerging FoF

Fund of Funds / Seeder Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
STG Allegro-A, L.P. (2021 Vintage)
Camellia Borger Waverly Multi-Family Office Private Capital Platform: $18.2M · SEC Form ADV 7.B
HarbourVest Partners Primary & Emerging FoF: $82.2M · SEC Form ADV 7.B

Additional shared vehicles: STG Allegro, L.P. (2021 Vintage) · SSG Capital Parters V, LP (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

General Electric Pension Trust

Corporate Pension Plan Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
STG Allegro, L.P. (2021 Vintage)
Camellia Borger Waverly Multi-Family Office Private Capital Platform: $15.5M · SEC Form ADV 7.B
General Electric Pension Trust: $82.8M · SEC EDGAR Filing

Additional shared vehicles: STG Allegro-A, L.P. (2021 Vintage) · SSG Capital Parters V, LP (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+371 Additional Institutional LPs Report Shared Vehicles with Camellia Borger Waverly 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 Camellia Borger Waverly Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 17 total tracked records for Camellia Borger Waverly Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (374 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Enter your firm email to request pilot onboarding for Camellia Borger Waverly Multi-Family Office Private Capital Platform and our interactive GP workspace.

Strategies Disclosed by Camellia Borger Waverly Multi-Family Office Private Capital Platform

Real Estate LPs →Buyout LPs →Private Equity LPs →Secondaries LPs →Infrastructure LPs →

Frequently Asked Questions: Camellia Borger Waverly Multi-Family Office Private Capital Platform

What type of institutional allocator is Camellia Borger Waverly Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Camellia Borger Waverly Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Sacramento, CA; Headquarters: Sacramento, CA). Across 17 historical disclosure records tracked on Prilago ($279.4M total parsed USD across disclosed rows), the median disclosed amount is $15.5M (range: $13.0M to $23.5M).

Which private-market strategies appear in Camellia Borger Waverly Multi-Family Office Private Capital Platform's public disclosures?

Camellia Borger Waverly Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Buyout, Private Equity, Secondaries, Infrastructure. Open preview records include AEW Partners Real Estate Fund X (2025 Vintage), Thoma Bravo Fund XVI (2025 Vintage), NB Crossroads Fund IX (2025 Vintage), CapVest Equity Partners V (2025 Vintage).

How are Camellia Borger Waverly Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Camellia Borger Waverly 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 Camellia Borger Waverly 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/camellia-borger-waverly-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 Camellia Borger Waverly Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Camellia Borger Waverly Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 374 institutional LPs across 16 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 Los Angeles County (LACERA) (4 shared vehicles, e.g. Cibus Fund II (2021 Vintage)), HarbourVest Partners Primary & Emerging FoF (4 shared vehicles, e.g. STG Allegro-A, L.P. (2021 Vintage)), General Electric Pension Trust (4 shared vehicles, e.g. STG Allegro, L.P. (2021 Vintage)).

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