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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Csm Capital

$1.8B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($177.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Growth Equity, Real Estate, Private 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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$177.0M
Total AUM: $1.8B
Median Disclosed Amount
$9.9M
Range: $5.0M – $15.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Csm Capital

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Whitman Peterson Fund VAdviser 7.B Vehicle Real Estate 2025
$11.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Ascendant Real Estate Partners IIAdviser 7.B Vehicle Real Estate 2025
$10.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arbour Lane IVAdviser 7.B Vehicle Private Credit 2025
$8.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Credit Fund IVAdviser 7.B Vehicle Private Credit 2024
$10.0M
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
Antares Capital Credit Fund VIAdviser 7.B Vehicle Private Credit 2024
$9.9M
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 — Csm Capital

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

Allocation-Policy / Pacing Update

Csm Capital (Family Office / MFO, $1.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $41.8M Unallocated Target Bandwidth). SEC Form ADV (801-62672, CRD #129789) verified $1.82B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 — Csm Capital

402 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Csm Capital (18 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 6 Shared Vehicles

General Electric Pension Trust

Corporate Pension Plan Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Global Inov III (2023 Vintage)
Csm Capital: $11.5M · SEC Form ADV 7.B
General Electric Pension Trust: $76.2M · SEC EDGAR Filing

Additional shared vehicles: Sands Global Innovation III (2023 Vintage) · Sands Global Inov II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Temasek Holdings

Sovereign Wealth Fund Singapore
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Global Innovation III (2023 Vintage)
Csm Capital: $7.8M · SEC Form ADV 7.B
Temasek Holdings: $210.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sands Global Inov III (2023 Vintage) · Sands Global Inov II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Camellia Cape Ann Ravenscroft Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Sacramento, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Global Inov II (2021 Vintage)
Csm Capital: $10.8M · SEC Form ADV 7.B
Camellia Cape Ann Ravenscroft Institutional Outsourced CIO & Wealth Advisory: $74.5M · SEC Form ADV 7.B

Additional shared vehicles: Sands Global Inov III (2023 Vintage) · Sands Global Innovation III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+399 Additional Institutional LPs Report Shared Vehicles with Csm Capital

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Csm Capital

You are viewing 5 open public preview records (out of 18 total tracked records for Csm Capital) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (402 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 Csm Capital

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

Frequently Asked Questions: Csm Capital

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

Csm Capital is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 18 historical disclosure records tracked on Prilago ($177.0M total parsed USD across disclosed rows), the median disclosed amount is $9.9M (range: $5.0M to $15.0M).

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

Csm Capital has disclosed records across Private Credit, Buyout, Growth Equity, Real Estate, Private Equity. Open preview records include Whitman Peterson Fund V (2025 Vintage), KKR Ascendant Real Estate Partners II (2025 Vintage), Arbour Lane IV (2025 Vintage), Blackstone Green Credit Fund IV (2024 Vintage).

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

Records for Csm Capital 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 Csm Capital's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Csm Capital?

In Prilago's bilateral commitment graph, Csm Capital shares resolved underlying fund vehicles with 402 institutional LPs across 18 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 General Electric Pension Trust (6 shared vehicles, e.g. Sands Global Inov III (2023 Vintage)), Temasek Holdings (6 shared vehicles, e.g. Sands Global Innovation III (2023 Vintage)), Camellia Cape Ann Ravenscroft Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Sands Global Inov II (2021 Vintage)).

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