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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Walnut Creek, CA HQ: Walnut Creek, CA

Concentric

$13.9B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.01B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit, Growth Equity (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$1.01B
Total AUM: $13.9B
Median Disclosed Amount
$27.8M
Range: $10.0M – $76.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
2 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 — Concentric

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2025
$63.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Questa Capital Partners I LPAdviser 7.B Vehicle Growth Equity 2025
$56.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lubert-Adler Real Estate Fund VII, LPAdviser 7.B Vehicle Real Estate 2025
$56.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Barings Core Property Fund LPAdviser 7.B Vehicle Real Estate 2024
$25.0M
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
Heitman Value Partners VIAdviser 7.B Vehicle Real Estate 2024
$63.4M
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 — Concentric

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

Allocation-Policy / Pacing Update

Concentric (OCIO / Wealth RIA, $13.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.2% Actual; $389.5M Unallocated Target Bandwidth). SEC Form ADV (801-125744, CRD #321633) verified $13.91B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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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 (2) 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 — Concentric

559 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Concentric (26 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 15 Shared Vehicles

Mayo Clinic Investment Pool

Healthcare / Hospital System Rochester, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackrock Infra IV (2022 Vintage)
Concentric: $54.8M · SEC Form ADV 7.B
Mayo Clinic Investment Pool: $37.5M · IRS Form 990 Sched D

Additional shared vehicles: Blackstone Capital Partners Asia II, L.P. (2022 Vintage) · Blackstone Capital Partners (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Hohokam Flint Hills Fontaine Mutual & Casualty Insurance General Account

Insurance Company Mesa, AZ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Capital Partners Asia II, L.P. (2022 Vintage)
Concentric: $49.2M · SEC Form ADV 7.B
Hohokam Flint Hills Fontaine Mutual & Casualty Insurance General Account: $56.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackrock Infra IV (2022 Vintage) · Blackstone Capital Partners (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Doubleline Capital

OCIO / Wealth RIA Tampa, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Capital Partners (2022 Vintage)
Concentric: $39.2M · SEC Form ADV 7.B
Doubleline Capital: $122.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackrock Infra IV (2022 Vintage) · Blackstone Capital Partners Asia II, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+556 Additional Institutional LPs Report Shared Vehicles with Concentric

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 Concentric

You are viewing 5 open public preview records (out of 27 total tracked records for Concentric) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (559 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Concentric

Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Concentric

What type of institutional allocator is Concentric and what is their typical disclosed ticket size?

Concentric is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Walnut Creek, CA; Headquarters: Walnut Creek, CA). Across 27 historical disclosure records tracked on Prilago ($1.01B total parsed USD across disclosed rows), the median disclosed amount is $27.8M (range: $10.0M to $76.8M).

Which private-market strategies appear in Concentric's public disclosures?

Concentric has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Growth Equity. Open preview records include TrueBridge Capital Partners Fund VIII (2025 Vintage), Questa Capital Partners I LP (2025 Vintage), Lubert-Adler Real Estate Fund VII, LP (2025 Vintage), Barings Core Property Fund LP (2024 Vintage).

How are Concentric's historical records substantiated and separated from active searches on Prilago?

Records for Concentric 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 Concentric's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/concentric or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Concentric?

In Prilago's bilateral commitment graph, Concentric shares resolved underlying fund vehicles with 559 institutional LPs across 26 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 Mayo Clinic Investment Pool (15 shared vehicles, e.g. Blackrock Infra IV (2022 Vintage)), Hohokam Flint Hills Fontaine Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Blackstone Capital Partners Asia II, L.P. (2022 Vintage)), Doubleline Capital (10 shared vehicles, e.g. Blackstone Capital Partners (2022 Vintage)).

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