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

Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

$8.7B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($758.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Real Estate, 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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$758.9M
Total AUM: $8.7B
Median Disclosed Amount
$29.5M
Range: $19.0M – $60.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Avenue SSF VIAdviser 7.B Vehicle Private Equity 2025
$31.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crown Small Cap Real Estate Fund II-T, LPAdviser 7.B Vehicle Real Estate 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
Kohlberg NY Investors X-B, L.P.Adviser 7.B Vehicle Private Equity 2025
$23.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Audax Private Equity Fund VIIIAdviser 7.B Vehicle Buyout 2023
$33.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
JLL Partners Fund V, LPAdviser 7.B Vehicle Buyout 2023
$25.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Comal Emerald Coast Alderwood 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 Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $8.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.8% Actual; $191.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$86M–$163M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.8% actual on $8.7B 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 — Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

490 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory (23 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 9 Shared Vehicles

Feather River Hill Country Bernstein Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Audax Private Equity Fund VIII (2023 Vintage)
Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory: $33.8M · SEC Form ADV 7.B
Feather River Hill Country Bernstein Private Markets Primary & GP Seeder Fund-of-Funds: $90.5M · SEC Form ADV 7.B

Additional shared vehicles: Avance Investment Partners I (2022 Vintage) · Avenue Energy Opportunities Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Manama Bahrain Edamah Gettysburg Sovereign Strategic Investment Fund

Sovereign Wealth Fund Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avance Investment Partners I (2022 Vintage)
Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory: $23.2M · SEC Form ADV 7.B
Manama Bahrain Edamah Gettysburg Sovereign Strategic Investment Fund: $76.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Audax Private Equity Fund VIII (2023 Vintage) · Avenue Energy Opportunities Fund III (2022 Vintage)

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

Borger Deep Creek Montague Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avenue SSF VI (2023 Vintage)
Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory: $31.5M · SEC Form ADV 7.B
Borger Deep Creek Montague Mutual & Casualty Insurance General Account: $92.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Avenue Europe Special Situations Fund VI (2022 Vintage) · Avance Investment Partners I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+487 Additional Institutional LPs Report Shared Vehicles with Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (490 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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Strategies Disclosed by Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory

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

Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: New Braunfels, TX). Across 23 historical disclosure records tracked on Prilago ($758.9M total parsed USD across disclosed rows), the median disclosed amount is $29.5M (range: $19.0M to $60.8M).

Which private-market strategies appear in Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Private Equity, Real Estate, Infrastructure. Open preview records include Avenue SSF VI (2025 Vintage), Crown Small Cap Real Estate Fund II-T, LP (2025 Vintage), Kohlberg NY Investors X-B, L.P. (2025 Vintage), Audax Private Equity Fund VIII (2023 Vintage).

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

Records for Comal Emerald Coast Alderwood 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 Emerald Coast Alderwood 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-emerald-coast-alderwood-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 Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Comal Emerald Coast Alderwood Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 490 institutional LPs across 23 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 Feather River Hill Country Bernstein Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Audax Private Equity Fund VIII (2023 Vintage)), Manama Bahrain Edamah Gettysburg Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Avance Investment Partners I (2022 Vintage)), Borger Deep Creek Montague Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Avenue SSF VI (2023 Vintage)).

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