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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Carmel, IN

Goelzer Investment Management

$4.3B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($294.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Growth Equity, Infrastructure, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$294.7M
Total AUM: $4.3B
Median Disclosed Amount
$22.3M
Range: $4.0M – $30.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Goelzer Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
SV Biotech Crossover Opportunities Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$9.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Life Sciences Fund VI, L.P.Adviser 7.B Vehicle Buyout 2025
$5.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Debt & LBO Fund IIAdviser 7.B Vehicle Buyout 2025
$22.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SONJ Private Opportunities Fund III, L.P.Adviser 7.B Vehicle Buyout 2024
$22.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
SK Capital Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$12.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Goelzer Investment Management

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

Allocation-Policy / Pacing Update

Goelzer Investment Management (OCIO / Wealth RIA, $4.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $77.6M Unallocated Target Bandwidth). SEC Form ADV (801-55588, CRD #44402) verified $4.31B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 — Goelzer Investment Management

520 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Goelzer Investment Management (17 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 5 Shared Vehicles

Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund

Sovereign Wealth Fund Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage)
Goelzer Investment Management: $9.5M · SEC Form ADV 7.B
Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund: $55.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: SV Life Sciences Fund VI, L.P. (2025 Vintage) · SONJ Private Opportunities Fund III, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Delmarva Fauquier Livingston Multi-Family Office Private Capital Platform

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SV Life Sciences Fund VI, L.P. (2025 Vintage)
Goelzer Investment Management: $5.2M · SEC Form ADV 7.B
Delmarva Fauquier Livingston Multi-Family Office Private Capital Platform: $41.0M · SEC Form ADV 7.B

Additional shared vehicles: SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage) · SONJ Private Opportunities Fund III, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SONJ Private Opportunities Fund III, L.P. (2024 Vintage)
Goelzer Investment Management: $22.8M · SEC Form ADV 7.B
Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory: $71.8M · SEC Form ADV 7.B

Additional shared vehicles: SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage) · SV Life Sciences Fund VI, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+517 Additional Institutional LPs Report Shared Vehicles with Goelzer Investment Management

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

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You are viewing 5 open public preview records (out of 17 total tracked records for Goelzer Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (520 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 Goelzer Investment Management

Buyout LPs →Private Equity LPs →Growth Equity LPs →Infrastructure LPs →Private Credit LPs →

Frequently Asked Questions: Goelzer Investment Management

What type of institutional allocator is Goelzer Investment Management and what is their typical disclosed ticket size?

Goelzer Investment Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Carmel, IN). Across 17 historical disclosure records tracked on Prilago ($294.7M total parsed USD across disclosed rows), the median disclosed amount is $22.3M (range: $4.0M to $30.1M).

Which private-market strategies appear in Goelzer Investment Management's public disclosures?

Goelzer Investment Management has disclosed records across Buyout, Private Equity, Growth Equity, Infrastructure, Private Credit. Open preview records include SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage), SV Life Sciences Fund VI, L.P. (2025 Vintage), H.I.G. Bayside Debt & LBO Fund II (2025 Vintage), SONJ Private Opportunities Fund III, L.P. (2024 Vintage).

How are Goelzer Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Goelzer Investment Management 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 Goelzer Investment Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Goelzer Investment Management?

In Prilago's bilateral commitment graph, Goelzer Investment Management shares resolved underlying fund vehicles with 520 institutional LPs across 17 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 Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund (5 shared vehicles, e.g. SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage)), Delmarva Fauquier Livingston Multi-Family Office Private Capital Platform (5 shared vehicles, e.g. SV Life Sciences Fund VI, L.P. (2025 Vintage)), Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. SONJ Private Opportunities Fund III, L.P. (2024 Vintage)).

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