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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: New Iberia, LA

Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

$12.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.25B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Growth Equity, Fund of Funds (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.25B
Total AUM: $12.9B
Median Disclosed Amount
$39.5M
Range: $27.0M – $80.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
AEW Senior Housing Investors IV, LPAdviser 7.B Vehicle Real Estate 2025
$68.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abingworth Clinical Co-Development Fund 3, LPAdviser 7.B Vehicle Private Equity 2025
$65.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abbott Capital Management 2025Adviser 7.B Vehicle Fund of Funds 2025
$59.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abbott Investors 2025Adviser 7.B Vehicle Private Equity 2025
$39.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AEW Senior Housing Investors III, LPAdviser 7.B Vehicle Real Estate 2025
$36.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Evangeline Hill Country Goldstein 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

Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $12.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.4% Actual; $335.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$151M–$285M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.4% actual on $12.9B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 — Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

600 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory (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 12 Shared Vehicles

L E Lundbergföretagen AB (Lundberg Family)

Family Office / MFO Stockholm, Sweden
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AEW Senior Housing Investors IV, LP (2025 Vintage)
Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory: $68.2M · SEC Form ADV 7.B
L E Lundbergföretagen AB (Lundberg Family): $37.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Activum SG Fund VII LP (2025 Vintage) · Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Hb Wealth

Family Office / MFO Atlanta, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Activum SG Fund VII LP (2025 Vintage)
Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory: $67.0M · SEC Form ADV 7.B
Hb Wealth: $108.5M · SEC Form ADV 7.B

Additional shared vehicles: Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage) · Abbott Capital Management 2025 (2025 Vintage)

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

Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage)
Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B
Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory: $120.0M · SEC Form ADV 7.B

Additional shared vehicles: Activum SG Fund VII LP (2025 Vintage) · Abbott Investors 2025 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+597 Additional Institutional LPs Report Shared Vehicles with Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (600 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 Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Real Estate LPs →Private Equity LPs →Growth Equity LPs →Fund of Funds LPs →

Frequently Asked Questions: Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: New Iberia, LA). Across 26 historical disclosure records tracked on Prilago ($1.25B total parsed USD across disclosed rows), the median disclosed amount is $39.5M (range: $27.0M to $80.7M).

Which private-market strategies appear in Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Private Equity, Growth Equity, Fund of Funds. Open preview records include AEW Senior Housing Investors IV, LP (2025 Vintage), Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage), Abbott Capital Management 2025 (2025 Vintage), Abbott Investors 2025 (2025 Vintage).

How are Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Evangeline Hill Country Goldstein 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 Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/evangeline-hill-country-goldstein-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 Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 600 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 L E Lundbergföretagen AB (Lundberg Family) (12 shared vehicles, e.g. AEW Senior Housing Investors IV, LP (2025 Vintage)), Hb Wealth (11 shared vehicles, e.g. Activum SG Fund VII LP (2025 Vintage)), Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage)).

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