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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Florida HQ: Clearwater, FL

Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform

$3.8B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($400.1M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Infrastructure, Real Estate, Private Credit (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$400.1M
Total AUM: $3.8B
Median Disclosed Amount
$18.0M
Range: $13.0M – $36.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Core Equity Fund IVAdviser 7.B Vehicle Buyout 2025
$26.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Copenhagen Infrastructure VAdviser 7.B Vehicle Infrastructure 2025
$19.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Real Estate Fund XAdviser 7.B Vehicle Real Estate 2025
$18.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners IX Growth LPAdviser 7.B Vehicle Venture Capital 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Copenhagen Infrastructure V, L.P.Adviser 7.B Vehicle Infrastructure 2025
$15.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Clearwater Grand Strand Carrington 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

Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform (Family Office / MFO, $3.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 23.0% Actual; $114.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$51M–$97M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 26.0% vs 23.0% actual on $3.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform

558 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform (18 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 7 Shared Vehicles

Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account

Insurance Company Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Core Equity Fund IV (2025 Vintage)
Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform: $26.8M · SEC Form ADV 7.B
Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account: $62.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Copenhagen Infrastructure V (2025 Vintage) · Congress Avenue TrueBridge LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Pnc Capital Advisors

OCIO / Wealth RIA Baltimore, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Copenhagen Infrastructure V (2025 Vintage)
Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform: $19.0M · SEC Form ADV 7.B
Pnc Capital Advisors: $77.2M · SEC Form ADV 7.B

Additional shared vehicles: Core Equity Fund IV (2025 Vintage) · Congress Avenue TrueBridge LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

AT&T Pension Benefit Plan Master Trust

Corporate Pension Plan US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Congress Avenue TrueBridge LP (2024 Vintage)
Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform: $28.8M · SEC Form ADV 7.B
AT&T Pension Benefit Plan Master Trust: $100.8M · SEC EDGAR Filing

Additional shared vehicles: Core Equity Fund IV (2025 Vintage) · Copenhagen Infrastructure V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+555 Additional Institutional LPs Report Shared Vehicles with Clearwater Grand Strand Carrington 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 Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 19 total tracked records for Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (558 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 Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform and our interactive GP workspace.

Strategies Disclosed by Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform

Venture Capital LPs →Buyout LPs →Infrastructure LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform

What type of institutional allocator is Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Florida; Headquarters: Clearwater, FL). Across 19 historical disclosure records tracked on Prilago ($400.1M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $36.3M).

Which private-market strategies appear in Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform's public disclosures?

Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform has disclosed records across Venture Capital, Buyout, Infrastructure, Real Estate, Private Credit. Open preview records include Core Equity Fund IV (2025 Vintage), Copenhagen Infrastructure V (2025 Vintage), Apollo Real Estate Fund X (2025 Vintage), Thrive Capital Partners IX Growth LP (2025 Vintage).

How are Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Clearwater Grand Strand Carrington 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 Clearwater Grand Strand Carrington 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/clearwater-grand-strand-carrington-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 Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Clearwater Grand Strand Carrington Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 558 institutional LPs across 18 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 Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Core Equity Fund IV (2025 Vintage)), Pnc Capital Advisors (6 shared vehicles, e.g. Copenhagen Infrastructure V (2025 Vintage)), AT&T Pension Benefit Plan Master Trust (6 shared vehicles, e.g. Congress Avenue TrueBridge LP (2024 Vintage)).

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