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Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Columbia, SC

Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

$16.4B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($2.00B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Equity, Buyout, Private Credit, Venture Capital (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
$2.00B
Total AUM: $16.4B
Median Disclosed Amount
$49.0M
Range: $35.0M – $253.0M
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 — Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

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
Deerfield Partners LPAdviser 7.B Vehicle Multi-Strategy 2025
$49.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
LS Investments C, L.P.Adviser 7.B Vehicle Private Equity 2025
$47.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CBRE Andromeda Investments IVAdviser 7.B Vehicle Real Estate 2025
$46.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners VIII Growth, L.P.Adviser 7.B Vehicle Growth Equity 2025
$43.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Stone Point Capital Trident XAdviser 7.B Vehicle Buyout 2025
$41.0M
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 — Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

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

Allocation-Policy / Pacing Update

Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (Fund of Funds / Seeder, $16.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 64.5% vs. 61.9% Actual; $426.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$192M–$362M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 64.5% vs 61.9% actual on $16.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

499 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (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 10 Shared Vehicles

Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SuperCore Co In III (2023 Vintage)
Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $96.2M · SEC Form ADV 7.B
Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust: $25.0M · IRS Form 990 Sched D

Additional shared vehicles: Brookfield SREP V (2023 Vintage) · CBRE Andromeda Investments IV (2023 Vintage)

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

Bratislava Slovakia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SREP III B LP (2023 Vintage)
Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $60.2M · SEC Form ADV 7.B
Bratislava Slovakia Gaston Sovereign Strategic Investment Fund: $50.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield SuperCore Co In III (2023 Vintage) · Brookfield SREP V (2023 Vintage)

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

Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE Andromeda Investments IV (2023 Vintage)
Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $46.5M · SEC Form ADV 7.B
Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory: $28.5M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield SuperCore Co In III (2023 Vintage) · Butterfly II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+496 Additional Institutional LPs Report Shared Vehicles with Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

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Request Pilot Access to Full Workspace Data for Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

You are viewing 5 open public preview records (out of 23 total tracked records for Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds) 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 (499 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 Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

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

Frequently Asked Questions: Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

What type of institutional allocator is Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds and what is their typical disclosed ticket size?

Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Columbia, SC). Across 23 historical disclosure records tracked on Prilago ($2.00B total parsed USD across disclosed rows), the median disclosed amount is $49.0M (range: $35.0M to $253.0M).

Which private-market strategies appear in Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds's public disclosures?

Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds has disclosed records across Real Estate, Private Equity, Buyout, Private Credit, Venture Capital. Open preview records include Deerfield Partners LP (2025 Vintage), LS Investments C, L.P. (2025 Vintage), CBRE Andromeda Investments IV (2025 Vintage), Thrive Capital Partners VIII Growth, L.P. (2025 Vintage).

How are Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds's historical records substantiated and separated from active searches on Prilago?

Records for Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds 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 Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/congaree-holston-montgomery-private-markets-primary-and-gp-seeder-fund-of-funds or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds?

In Prilago's bilateral commitment graph, Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds shares resolved underlying fund vehicles with 499 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 Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust (10 shared vehicles, e.g. Brookfield SuperCore Co In III (2023 Vintage)), Bratislava Slovakia Gaston Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Brookfield SREP III B LP (2023 Vintage)), Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. CBRE Andromeda Investments IV (2023 Vintage)).

Related Fund of Funds / Seeder & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Apogem Capital (New York Life FoF) (32)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)