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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Miami, FL HQ: Miami, FL

Gentrust

$3.9B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($295.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Real Estate, 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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$295.0M
Total AUM: $3.9B
Median Disclosed Amount
$20.0M
Range: $5.0M – $27.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Gentrust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Techstars Ventures 2017 LPAdviser 7.B Vehicle Venture Capital 2025
$27.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Sierra Blanca Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$25.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
MC Credit Fund IVAdviser 7.B Vehicle Private Credit 2025
$23.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
InfraVia European Infrastructure Fund VIAdviser 7.B Vehicle Infrastructure 2024
$22.4M
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
Sweetwater Secondaries Fund IV, L.P.Adviser 7.B Vehicle Secondaries 2024
$20.0M
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 — Gentrust

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

Allocation-Policy / Pacing Update

Gentrust (Family Office / MFO, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.7% Actual; $89.1M Unallocated Target Bandwidth). SEC Form ADV (801-72707, CRD #158369) verified $3.88B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-05-23

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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 — Gentrust

475 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gentrust (16 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 5 Shared Vehicles

Escondido Coulee Region Kavanagh Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital Trident X (2023 Vintage)
Gentrust: $21.8M · SEC Form ADV 7.B
Escondido Coulee Region Kavanagh Mutual & Casualty Insurance General Account: $56.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Stone Point Capital X (2023 Vintage) · Bain Capital Tech Opportunities II (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital X (2023 Vintage)
Gentrust: $15.8M · SEC Form ADV 7.B
Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory: $105.2M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital Trident X (2023 Vintage) · Stone Point Capital Trident VIII (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Harris | Oakmark

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital Trident VIII (2020 Vintage)
Gentrust: $16.5M · SEC Form ADV 7.B
Harris | Oakmark: $98.5M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital Trident X (2023 Vintage) · Stone Point Capital X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+472 Additional Institutional LPs Report Shared Vehicles with Gentrust

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 Gentrust

You are viewing 5 open public preview records (out of 16 total tracked records for Gentrust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (475 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 Gentrust

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

Frequently Asked Questions: Gentrust

What type of institutional allocator is Gentrust and what is their typical disclosed ticket size?

Gentrust is categorized under Family Office / MFO (Regional Roadshow Hub: Miami, FL; Headquarters: Miami, FL). Across 16 historical disclosure records tracked on Prilago ($295.0M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $5.0M to $27.1M).

Which private-market strategies appear in Gentrust's public disclosures?

Gentrust has disclosed records across Buyout, Venture Capital, Private Equity, Real Estate, Private Credit. Open preview records include Techstars Ventures 2017 LP (2025 Vintage), BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage), MC Credit Fund IV (2025 Vintage), InfraVia European Infrastructure Fund VI (2024 Vintage).

How are Gentrust's historical records substantiated and separated from active searches on Prilago?

Records for Gentrust 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 Gentrust's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Gentrust?

In Prilago's bilateral commitment graph, Gentrust shares resolved underlying fund vehicles with 475 institutional LPs across 16 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 Escondido Coulee Region Kavanagh Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Stone Point Capital Trident X (2023 Vintage)), Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory (4 shared vehicles, e.g. Stone Point Capital X (2023 Vintage)), Harris | Oakmark (4 shared vehicles, e.g. Stone Point Capital Trident VIII (2020 Vintage)).

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