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

Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory

$13.3B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($955.8M 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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$955.8M
Total AUM: $13.3B
Median Disclosed Amount
$40.0M
Range: $28.0M – $88.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Highbridge Tactical Credit Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$40.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Real Estate Credit Opportunity Partners IVAdviser 7.B Vehicle Real Estate 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Peak Rock Capital IIIAdviser 7.B Vehicle Private Equity 2025
$33.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Frazier Healthcare Growth Capital XIAdviser 7.B Vehicle Growth Equity 2025
$88.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Biotechnology Partners IIIAdviser 7.B Vehicle Venture Capital 2025
$68.9M
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 Currituck Blackwood 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 Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $13.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.4% Actual; $345.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$156M–$294M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.4% actual on $13.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory

415 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory (19 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 7 Shared Vehicles

Bannockburn Gunnison Pembroke Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Paul Capital IX (2025 Vintage)
Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory: $48.5M · SEC Form ADV 7.B
Bannockburn Gunnison Pembroke Private Markets Primary & GP Seeder Fund-of-Funds: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: Patient Square Equity Partners (2023 Vintage) · Pathway Private Equity Fund Investors 10 L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

TCDRS (Texas County & District)

Public Pension Plan Austin, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Patient Square Equity Partners (2023 Vintage)
Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory: $74.8M · SEC Form ADV 7.B
TCDRS (Texas County & District): $142.8M · CAFR / Board Packet (TCDRS 2023 ACFR, p.60)

Additional shared vehicles: Paul Capital IX (2025 Vintage) · Pathway Private Equity Fund Investors 10 L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Jacobs Holding AG

Family Office / MFO Zurich, Switzerland
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pathway Private Equity Fund Investors 10 L.P. (2020 Vintage)
Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory: $32.5M · SEC Form ADV 7.B
Jacobs Holding AG: $12.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Paul Capital IX (2025 Vintage) · Patient Square Equity Partners (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+412 Additional Institutional LPs Report Shared Vehicles with Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory

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

You are viewing 5 open public preview records (out of 20 total tracked records for Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (415 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory

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

Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Galveston, TX). Across 20 historical disclosure records tracked on Prilago ($955.8M total parsed USD across disclosed rows), the median disclosed amount is $40.0M (range: $28.0M to $88.1M).

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

Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Private Equity, Growth Equity, Fund of Funds. Open preview records include Highbridge Tactical Credit Fund LP (2025 Vintage), KKR Real Estate Credit Opportunity Partners IV (2025 Vintage), Peak Rock Capital III (2025 Vintage), Frazier Healthcare Growth Capital XI (2025 Vintage).

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

Records for Galveston Bay Currituck Blackwood 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 Currituck Blackwood 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-currituck-blackwood-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 Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Galveston Bay Currituck Blackwood Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 415 institutional LPs across 19 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 Bannockburn Gunnison Pembroke Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Paul Capital IX (2025 Vintage)), TCDRS (Texas County & District) (7 shared vehicles, e.g. Patient Square Equity Partners (2023 Vintage)), Jacobs Holding AG (7 shared vehicles, e.g. Pathway Private Equity Fund Investors 10 L.P. (2020 Vintage)).

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