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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Miami, FL HQ: Miami, FL

Florida Atlantic Securities

$0.6B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($52.5M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Fund of Funds, Growth Equity, Private Credit (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$52.5M
Total AUM: $0.6B
Median Disclosed Amount
$3.9M
Range: $2.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Florida Atlantic Securities

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Abbott Capital Management 2025Adviser 7.B Vehicle Fund of Funds 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund I, LPAdviser 7.B Vehicle Real Estate 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Growth Fund VIIAdviser 7.B Vehicle Growth Equity 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$3.5M
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
TPG Life Sciences Innovations, L.P.Adviser 7.B Vehicle Buyout 2024
$3.9M
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 — Florida Atlantic Securities

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

Allocation-Policy / Pacing Update

Florida Atlantic Securities (OCIO / Wealth RIA, $0.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $7.7M Unallocated Target Bandwidth). SEC Form ADV (801-136968, CRD #43272) verified $0.59B discretionary AUM (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 2025-05-13

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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 — Florida Atlantic Securities

409 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Florida Atlantic Securities (13 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 2 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lux Ventures VIII (2023 Vintage)
Florida Atlantic Securities: $7.5M · SEC Form ADV 7.B
New Mexico State Investment Council: $62.5M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.258)

Additional shared vehicles: DivcoWest Fund VII (2021 Vintage)

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

SURS Illinois

Public Pension Plan Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Real Estate Income Fund III (2023 Vintage)
Florida Atlantic Securities: $4.5M · SEC Form ADV 7.B
SURS Illinois: $100.0M · CAFR / Board Packet (SURS Illinois Board Meeting Minutes, November 2021)

Additional shared vehicles: DivcoWest Fund VII (2021 Vintage)

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

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Asana Partners Fund I (2025 Vintage)
Florida Atlantic Securities: $4.1M · SEC Form ADV 7.B
Michigan SMRS: $2.4M · CAFR / Board Packet (October-2025-SMIB-Report, p.45)

Additional shared vehicles: EIG Global Project Fund VI (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+406 Additional Institutional LPs Report Shared Vehicles with Florida Atlantic Securities

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Florida Atlantic Securities

You are viewing 5 open public preview records (out of 13 total tracked records for Florida Atlantic Securities) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (409 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 Florida Atlantic Securities

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

Frequently Asked Questions: Florida Atlantic Securities

What type of institutional allocator is Florida Atlantic Securities and what is their typical disclosed ticket size?

Florida Atlantic Securities is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Miami, FL; Headquarters: Miami, FL). Across 13 historical disclosure records tracked on Prilago ($52.5M total parsed USD across disclosed rows), the median disclosed amount is $3.9M (range: $2.0M to $7.5M).

Which private-market strategies appear in Florida Atlantic Securities's public disclosures?

Florida Atlantic Securities has disclosed records across Real Estate, Buyout, Fund of Funds, Growth Equity, Private Credit. Open preview records include Abbott Capital Management 2025 (2025 Vintage), Asana Partners Fund I, LP (2025 Vintage), Growth Fund VII (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

How are Florida Atlantic Securities's historical records substantiated and separated from active searches on Prilago?

Records for Florida Atlantic Securities 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 Florida Atlantic Securities's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Florida Atlantic Securities?

In Prilago's bilateral commitment graph, Florida Atlantic Securities shares resolved underlying fund vehicles with 409 institutional LPs across 13 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 New Mexico State Investment Council (2 shared vehicles, e.g. Lux Ventures VIII (2023 Vintage)), SURS Illinois (2 shared vehicles, e.g. Ares Real Estate Income Fund III (2023 Vintage)), Michigan SMRS (2 shared vehicles, e.g. Asana Partners Fund I (2025 Vintage)).

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