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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Fond du Lac, WI

Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

$6.0B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($702.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Private Equity, Infrastructure (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$702.6M
Total AUM: $6.0B
Median Disclosed Amount
$21.0M
Range: $13.0M – $56.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
EQT Real Estate IIIAdviser 7.B Vehicle Real Estate 2025
$44.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CBRE U.S. Core Partners, L.P.Adviser 7.B Vehicle Real Estate 2025
$17.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Opportunities Partners VIIAdviser 7.B Vehicle Private Credit 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Real Estate Income Fund IIIAdviser 7.B Vehicle Real Estate 2025
$51.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Net Lease Realty Fund VAdviser 7.B Vehicle Real Estate 2025
$44.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

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

Allocation-Policy / Pacing Update

Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform (Fond du Lac, WI) committed $17.0M to CBRE U.S. Core Partners, L.P. (Real Estate sleeve) under its 2025 private markets pacing program ($180.0M allocation gap toward a 25.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-17

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

505 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform (24 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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

Sands Capital Management

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Real Estate III (2023 Vintage)
Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform: $44.5M · SEC Form ADV 7.B
Sands Capital Management: $95.2M · SEC Form ADV 7.B

Additional shared vehicles: EQT Future / EQT X (2023 Vintage) · EQT Exeter Industrial Value Fund VIII (2023 Vintage)

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

Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Future / EQT X (2023 Vintage)
Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform: $40.2M · SEC Form ADV 7.B
Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account: $109.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EQT Real Estate III (2023 Vintage) · EQT Exeter Industrial Value Fund VIII (2023 Vintage)

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

Briarcliff Chippewa Valley Sheffield University Foundation & Endowment Pool

University Endowment Ossining, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Industrial Value Fund VIII (2023 Vintage)
Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform: $38.2M · SEC Form ADV 7.B
Briarcliff Chippewa Valley Sheffield University Foundation & Endowment Pool: $35.8M · IRS Form 990 Sched D

Additional shared vehicles: EQT Real Estate III (2023 Vintage) · EQT Future / EQT X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+502 Additional Institutional LPs Report Shared Vehicles with Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

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 Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 25 total tracked records for Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (505 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform

What type of institutional allocator is Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Fond du Lac, WI). Across 25 historical disclosure records tracked on Prilago ($702.6M total parsed USD across disclosed rows), the median disclosed amount is $21.0M (range: $13.0M to $56.3M).

Which private-market strategies appear in Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform's public disclosures?

Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Private Credit, Buyout, Private Equity, Infrastructure. Open preview records include EQT Real Estate III (2025 Vintage), CBRE U.S. Core Partners, L.P. (2025 Vintage), Sixth Street Opportunities Partners VII (2025 Vintage), Ares Real Estate Income Fund III (2025 Vintage).

How are Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform 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 Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fond-du-lac-chautauqua-pendleton-multi-family-office-private-capital-platform or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Fond du Lac Chautauqua Pendleton Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 505 institutional LPs across 24 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 Sands Capital Management (12 shared vehicles, e.g. EQT Real Estate III (2023 Vintage)), Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. EQT Future / EQT X (2023 Vintage)), Briarcliff Chippewa Valley Sheffield University Foundation & Endowment Pool (12 shared vehicles, e.g. EQT Exeter Industrial Value Fund VIII (2023 Vintage)).

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