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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: New Braunfels, TX

Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

$11.2B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($816.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Infrastructure, Real Assets (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$816.6M
Total AUM: $11.2B
Median Disclosed Amount
$43.0M
Range: $24.0M – $70.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Kinterra Critical Materials & Infrastructure Opportunities Fund IIAdviser 7.B Vehicle Infrastructure 2025
$34.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Escalate Capital IV LPAdviser 7.B Vehicle Private Credit 2025
$24.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Nuveen Churchill Direct Lending Partners IIAdviser 7.B Vehicle Private Credit 2025
$70.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Real Estate Income Fund IIIAdviser 7.B Vehicle Real Estate 2025
$63.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fifth Avenue Private Credit Opportunities IV, L.P.Adviser 7.B Vehicle Private Credit 2025
$32.0M
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 — Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.0% Actual; $336.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$151M–$286M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.0% actual on $11.2B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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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 — Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

471 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 8 Shared Vehicles

Hiwassee Gaston Kensington Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Arlington Capital Partners VI (2023 Vintage)
Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory: $46.5M · SEC Form ADV 7.B
Hiwassee Gaston Kensington Permanent Endowment & Fiduciary Trust: $24.0M · IRS Form 990 Sched D

Additional shared vehicles: Ares Special Opportunity Fund III (2022 Vintage) · Ares Strategic Climate Infrastructure Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Causeway Capital Management

OCIO / Wealth RIA Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Special Opportunity Fund III (2022 Vintage)
Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory: $51.8M · SEC Form ADV 7.B
Causeway Capital Management: $32.0M · SEC Form ADV 7.B

Additional shared vehicles: Arlington Capital Partners VI (2023 Vintage) · Ares Strategic Climate Infrastructure Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust

Institutional Trust Traverse City, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Strategic Climate Infrastructure Fund I (2022 Vintage)
Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory: $37.5M · SEC Form ADV 7.B
Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust: $34.5M · IRS Form 990 Sched D

Additional shared vehicles: Arlington Capital Partners VI (2023 Vintage) · Ares Special Opportunity Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+468 Additional Institutional LPs Report Shared Vehicles with Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 20 total tracked records for Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (471 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 Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →Real Assets LPs →

Frequently Asked Questions: Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: New Braunfels, TX). Across 20 historical disclosure records tracked on Prilago ($816.6M total parsed USD across disclosed rows), the median disclosed amount is $43.0M (range: $24.0M to $70.0M).

Which private-market strategies appear in Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Infrastructure, Real Assets. Open preview records include Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage), Escalate Capital IV LP (2025 Vintage), Nuveen Churchill Direct Lending Partners II (2025 Vintage), Ares Real Estate Income Fund III (2025 Vintage).

How are Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory 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 Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/comal-bluegrass-montague-institutional-outsourced-cio-and-wealth-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Comal Bluegrass Montague Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 471 institutional LPs across 20 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 Hiwassee Gaston Kensington Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Arlington Capital Partners VI (2023 Vintage)), Causeway Capital Management (8 shared vehicles, e.g. Ares Special Opportunity Fund III (2022 Vintage)), Grand Traverse Huntington Holmberg Permanent Endowment & Fiduciary Trust (7 shared vehicles, e.g. Ares Strategic Climate Infrastructure Fund I (2022 Vintage)).

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