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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Galveston, TX

Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

$22.8B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.52B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Infrastructure, Private Credit, Real Assets (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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.52B
Total AUM: $22.8B
Median Disclosed Amount
$75.8M
Range: $48.0M – $151.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
Contingency Capital Fund A LPAdviser 7.B Vehicle Private Credit 2025
$68.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Strategic Opportunities Fund IIAdviser 7.B Vehicle Buyout 2025
$57.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
StepStone NJ Real Assets SMA, L.P.Adviser 7.B Vehicle Real Assets 2025
$51.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Venture Growth IVAdviser 7.B Vehicle Venture Capital 2025
$151.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CapVest Equity Partners V SCSpAdviser 7.B Vehicle Buyout 2025
$118.2M
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 — Galveston Bay Capistrano Ashford 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

Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory (Galveston, TX) committed $51.0M to StepStone NJ Real Assets SMA, L.P. (Real Assets sleeve) under its 2025 private markets pacing program ($684.0M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-24

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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 — Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

555 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory (30 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 15 Shared Vehicles

Jackson National Life General Account

Insurance Company Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Investors VII (2023 Vintage)
Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory: $48.2M · SEC Form ADV 7.B
Jackson National Life General Account: $57.8M · SEC EDGAR Filing

Additional shared vehicles: Pantheon Global Secondary Fund VIII (2022 Vintage) · Pantheon Global Private Equity Fund VII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Olayan Group (Olayan Financing Company)

Family Office / MFO Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Partners Group Direct Equity IV A, LP (2023 Vintage)
Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory: $55.8M · SEC Form ADV 7.B
Olayan Group (Olayan Financing Company): $101.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pantheon Investors VII (2023 Vintage) · Pantheon Global Secondary Fund VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Secondary Fund VIII (2022 Vintage)
Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory: $106.5M · SEC Form ADV 7.B
Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds: $120.5M · SEC Form ADV 7.B

Additional shared vehicles: Pantheon Global Private Equity Fund VII (2022 Vintage) · Pamlico Capital V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+552 Additional Institutional LPs Report Shared Vehicles with Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (555 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 Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Secondaries LPs →Infrastructure LPs →Private Credit LPs →Real Assets LPs →

Frequently Asked Questions: Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Galveston, TX). Across 31 historical disclosure records tracked on Prilago ($2.52B total parsed USD across disclosed rows), the median disclosed amount is $75.8M (range: $48.0M to $151.0M).

Which private-market strategies appear in Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Secondaries, Infrastructure, Private Credit, Real Assets. Open preview records include Contingency Capital Fund A LP (2025 Vintage), CVC Strategic Opportunities Fund II (2025 Vintage), StepStone NJ Real Assets SMA, L.P. (2025 Vintage), General Catalyst Venture Growth IV (2025 Vintage).

How are Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Galveston Bay Capistrano Ashford 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 Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/galveston-bay-capistrano-ashford-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 Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 555 institutional LPs across 30 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 Jackson National Life General Account (15 shared vehicles, e.g. Pantheon Investors VII (2023 Vintage)), Olayan Group (Olayan Financing Company) (14 shared vehicles, e.g. Partners Group Direct Equity IV A, LP (2023 Vintage)), Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds (13 shared vehicles, e.g. Pantheon Global Secondary Fund VIII (2022 Vintage)).

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