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

Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform

$2.7B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($249.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit, Secondaries (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$249.1M
Total AUM: $2.7B
Median Disclosed Amount
$17.0M
Range: $13.0M – $26.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 Hunterdon Pendleton Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Drake Real Estate Partners Fund IVAdviser 7.B Vehicle Real Estate 2025
$20.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crestline Opp V Opportunistic Credit VAdviser 7.B Vehicle Private Credit 2025
$17.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AlpInvest Secondaries Program VIIIAdviser 7.B Vehicle Secondaries 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
EQT Exeter Logistics Value Fund IIAdviser 7.B Vehicle Real Estate 2025
$15.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Catalyst Fund Limited Partnership VAdviser 7.B Vehicle Buyout 2025
$13.0M
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 — Clearwater Hunterdon Pendleton 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 Hunterdon Pendleton Multi-Family Office Private Capital Platform (Family Office / MFO, $2.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 27.0% vs. 24.0% Actual; $81.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 27.0% vs 24.0% actual on $2.7B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform

366 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform (14 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 3 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AlpInvest Secondaries Program VIII (2025 Vintage)
Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
New Mexico State Investment Council: $50.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials)

Additional shared vehicles: Anzu Industrial Capital Partners III QP, L.P. (2021 Vintage) · Macquarie Asia Infrastructure Fund II, L.P. (2018 Vintage)

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

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thomas H. Lee Equity Fund IX (2020 Vintage)
Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform: $15.0M · SEC Form ADV 7.B
Michigan SMRS: $100.0M · CAFR / Board Packet (SMIB Quarterly Dec2025)

Additional shared vehicles: AlpInvest Secondaries Program VIII (2025 Vintage)

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

ATP (Denmark)

Public Pension Plan Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Logistics Value Fund II (2025 Vintage)
Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform: $15.5M · SEC Form ADV 7.B
ATP (Denmark): $46.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Drake Real Estate Partners Fund IV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+363 Additional Institutional LPs Report Shared Vehicles with Clearwater Hunterdon Pendleton 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 Hunterdon Pendleton Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 14 total tracked records for Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (366 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform

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

Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Florida; Headquarters: Clearwater, FL). Across 14 historical disclosure records tracked on Prilago ($249.1M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $26.8M).

Which private-market strategies appear in Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform's public disclosures?

Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Secondaries. Open preview records include Drake Real Estate Partners Fund IV (2025 Vintage), Crestline Opp V Opportunistic Credit V (2025 Vintage), AlpInvest Secondaries Program VIII (2025 Vintage), EQT Exeter Logistics Value Fund II (2025 Vintage).

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

Records for Clearwater Hunterdon Pendleton 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 Hunterdon Pendleton 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-hunterdon-pendleton-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 Hunterdon Pendleton Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Clearwater Hunterdon Pendleton Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 366 institutional LPs across 14 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 New Mexico State Investment Council (3 shared vehicles, e.g. AlpInvest Secondaries Program VIII (2025 Vintage)), Michigan SMRS (2 shared vehicles, e.g. Thomas H. Lee Equity Fund IX (2020 Vintage)), ATP (Denmark) (2 shared vehicles, e.g. EQT Exeter Logistics Value Fund II (2025 Vintage)).

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