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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Georgetown, TX

Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform

$6.5B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($385.3M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Private Equity, Real Estate, Growth Equity (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$385.3M
Total AUM: $6.5B
Median Disclosed Amount
$18.0M
Range: $14.0M – $62.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Blue Sage Capital IV, L.P.Adviser 7.B Vehicle Private Equity 2025
$46.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Invesco Real Estate VIAdviser 7.B Vehicle Real Estate 2025
$40.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICG Strategic Income Fund VAdviser 7.B Vehicle Private Credit 2025
$19.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Chicago TREND Real Estate Fund LPAdviser 7.B Vehicle Real Estate 2021
$56.8M
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
Brightwood Capital SBIC III, L.P.Adviser 7.B Vehicle Private Credit 2021
$14.0M
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 — Georgetown Coulee Region Wakefield 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

Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform (Family Office / MFO, $6.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 24.2% Actual; $117.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$53M–$99M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 26.0% vs 24.2% actual on $6.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform

306 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform (13 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 2 Shared Vehicles

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Sage Capital IV, L.P. (2024 Vintage)
Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform: $46.0M · SEC Form ADV 7.B
Los Angeles County (LACERA): $100.0M · CAFR / Board Packet (LACERA Private Markets Holdings Report 2025, p.2)

Additional shared vehicles: J.P. Morgan Emerging Managers Program IV (2018 Vintage)

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

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Strategic Income Fund V (2022 Vintage)
Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform: $19.0M · SEC Form ADV 7.B
Michigan SMRS: $75.0M · CAFR / Board Packet (Michigan SMRS 2022 ACFR p.150)

Additional shared vehicles: Thomas H. Lee Equity Fund IX (2020 Vintage)

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

HAL Investments (Van der Vorm Family Office)

Family Office / MFO Rotterdam, Netherlands
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Invesco Real Estate VI (2022 Vintage)
Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform: $40.6M · SEC Form ADV 7.B
HAL Investments (Van der Vorm Family Office): $103.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: J.P. Morgan Emerging Managers Program IV (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+303 Additional Institutional LPs Report Shared Vehicles with Georgetown Coulee Region Wakefield 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 Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 13 total tracked records for Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (306 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 Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform

What type of institutional allocator is Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Georgetown, TX). Across 13 historical disclosure records tracked on Prilago ($385.3M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $14.0M to $62.2M).

Which private-market strategies appear in Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform's public disclosures?

Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform has disclosed records across Private Credit, Buyout, Private Equity, Real Estate, Growth Equity. Open preview records include Blue Sage Capital IV, L.P. (2025 Vintage), Invesco Real Estate VI (2025 Vintage), ICG Strategic Income Fund V (2025 Vintage), Chicago TREND Real Estate Fund LP (2021 Vintage).

How are Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Georgetown Coulee Region Wakefield 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 Georgetown Coulee Region Wakefield 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/georgetown-coulee-region-wakefield-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 Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Georgetown Coulee Region Wakefield Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 306 institutional LPs across 13 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 Los Angeles County (LACERA) (2 shared vehicles, e.g. Blue Sage Capital IV, L.P. (2024 Vintage)), Michigan SMRS (2 shared vehicles, e.g. ICG Strategic Income Fund V (2022 Vintage)), HAL Investments (Van der Vorm Family Office) (2 shared vehicles, e.g. Invesco Real Estate VI (2022 Vintage)).

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