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

Garcia Hamilton & Associates

$24.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.02B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Growth Equity, Venture Capital (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
$2.02B
Total AUM: $24.9B
Median Disclosed Amount
$86.8M
Range: $10.0M – $155.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Garcia Hamilton & Associates

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
Acrew Capital Fund III, L.P.Adviser 7.B Vehicle Buyout 2025
$155.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Summit Partners GE XIIAdviser 7.B Vehicle Growth Equity 2025
$146.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tishman Speyer Innovation Venture Fund IIAdviser 7.B Vehicle Venture Capital 2025
$135.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Linden Capital Partners II, L.P.Adviser 7.B Vehicle Buyout 2025
$128.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BIG RE Fund IIIAdviser 7.B Vehicle Real Estate 2025
$115.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Garcia Hamilton & Associates

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

Allocation-Policy / Pacing Update

Garcia Hamilton & Associates (OCIO / Wealth RIA, $24.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.2% Actual; $696.2M Unallocated Target Bandwidth). SEC Form ADV (801-56194, CRD #108017) verified $24.86B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 (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 — Garcia Hamilton & Associates

583 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Garcia Hamilton & Associates (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 14 Shared Vehicles

Epoch Investment Partners, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Select III, L.P. (2023 Vintage)
Garcia Hamilton & Associates: $119.5M · SEC Form ADV 7.B
Epoch Investment Partners, Inc.: $119.5M · SEC Form ADV 7.B

Additional shared vehicles: Primary Venture Partners IV, L.P. (2023 Vintage) · Providence EQ VIII (2023 Vintage)

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

Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account

Insurance Company Chattanooga, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Primary Venture Partners IV, L.P. (2023 Vintage)
Garcia Hamilton & Associates: $89.8M · SEC Form ADV 7.B
Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account: $48.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Primary Select III, L.P. (2023 Vintage) · Project Quail Opportunities, L.P. (2022 Vintage)

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

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

Private Foundation Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence EQ VIII (2023 Vintage)
Garcia Hamilton & Associates: $75.5M · SEC Form ADV 7.B
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $18.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Primary Select III, L.P. (2023 Vintage) · Primary Venture Partners IV, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+580 Additional Institutional LPs Report Shared Vehicles with Garcia Hamilton & Associates

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 26 total tracked records for Garcia Hamilton & Associates) 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 (583 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 Garcia Hamilton & Associates

Buyout LPs →Real Estate LPs →Private Equity LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Garcia Hamilton & Associates

What type of institutional allocator is Garcia Hamilton & Associates and what is their typical disclosed ticket size?

Garcia Hamilton & Associates is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Houston, TX). Across 26 historical disclosure records tracked on Prilago ($2.02B total parsed USD across disclosed rows), the median disclosed amount is $86.8M (range: $10.0M to $155.5M).

Which private-market strategies appear in Garcia Hamilton & Associates's public disclosures?

Garcia Hamilton & Associates has disclosed records across Buyout, Real Estate, Private Equity, Growth Equity, Venture Capital. Open preview records include Acrew Capital Fund III, L.P. (2025 Vintage), Summit Partners GE XII (2025 Vintage), Tishman Speyer Innovation Venture Fund II (2025 Vintage), Linden Capital Partners II, L.P. (2025 Vintage).

How are Garcia Hamilton & Associates's historical records substantiated and separated from active searches on Prilago?

Records for Garcia Hamilton & Associates 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 Garcia Hamilton & Associates's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/garcia-hamilton-and-associates or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Garcia Hamilton & Associates?

In Prilago's bilateral commitment graph, Garcia Hamilton & Associates shares resolved underlying fund vehicles with 583 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 Epoch Investment Partners, Inc. (14 shared vehicles, e.g. Primary Select III, L.P. (2023 Vintage)), Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Primary Venture Partners IV, L.P. (2023 Vintage)), Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust (11 shared vehicles, e.g. Providence EQ VIII (2023 Vintage)).

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