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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Myrtle Beach, SC

Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform

$7.0B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($376.8M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$376.8M
Total AUM: $7.0B
Median Disclosed Amount
$21.0M
Range: $15.0M – $68.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 3 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 — Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Sixth Street TAO GlobalAdviser 7.B Vehicle Private Credit 2025
$22.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HPS Specialty Loan Fund VIAdviser 7.B Vehicle Private Credit 2025
$19.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Opportunistic Lending FundAdviser 7.B Vehicle Private Credit 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Opportunities Partners VAdviser 7.B Vehicle Private Credit 2025
$21.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HPS Core Senior Lending Fund IIAdviser 7.B Vehicle Private Credit 2023
$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 — Grand Strand Exeter Bergstrom 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

Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform (Family Office / MFO, $7.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.5% vs. 24.3% Actual; $154.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$69M–$131M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 26.5% vs 24.3% actual on $7.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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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 — Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform

399 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform (12 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 11 Shared Vehicles

Chippewa Valley Gettysburg Ashford Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street TAO Global (2025 Vintage)
Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform: $22.0M · SEC Form ADV 7.B
Chippewa Valley Gettysburg Ashford Private Markets Primary & GP Seeder Fund-of-Funds: $59.0M · SEC Form ADV 7.B

Additional shared vehicles: HPS Core Senior Lending Fund II (2025 Vintage) · HPS Specialty Loan Fund VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Atchafalaya Des Plaines Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HPS Core Senior Lending Fund II (2025 Vintage)
Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform: $20.0M · SEC Form ADV 7.B
Atchafalaya Des Plaines Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: HPS Specialty Loan Fund VI (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Allegheny Valley Hackensack Whitmore University Foundation & Endowment Pool

University Endowment Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HPS Specialty Loan Fund VI (2025 Vintage)
Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform: $19.0M · SEC Form ADV 7.B
Allegheny Valley Hackensack Whitmore University Foundation & Endowment Pool: $18.0M · IRS Form 990 Sched D

Additional shared vehicles: Golub Capital Partners 15 (2025 Vintage) · Blue Owl Opportunistic Lending Fund (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+396 Additional Institutional LPs Report Shared Vehicles with Grand Strand Exeter Bergstrom 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 Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 12 total tracked records for Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (399 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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Enter your firm email to request pilot onboarding for Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform and our interactive GP workspace.

Strategies Disclosed by Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform

Private Credit LPs →Buyout LPs →Growth Equity LPs →

Frequently Asked Questions: Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform

What type of institutional allocator is Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Myrtle Beach, SC). Across 12 historical disclosure records tracked on Prilago ($376.8M total parsed USD across disclosed rows), the median disclosed amount is $21.0M (range: $15.0M to $68.3M).

Which private-market strategies appear in Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform's public disclosures?

Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform has disclosed records across Private Credit, Buyout, Growth Equity. Open preview records include Sixth Street TAO Global (2025 Vintage), HPS Specialty Loan Fund VI (2025 Vintage), Blue Owl Opportunistic Lending Fund (2025 Vintage), Sixth Street Opportunities Partners V (2025 Vintage).

How are Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Grand Strand Exeter Bergstrom 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 Grand Strand Exeter Bergstrom 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/grand-strand-exeter-bergstrom-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 Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Grand Strand Exeter Bergstrom Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 399 institutional LPs across 12 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 Chippewa Valley Gettysburg Ashford Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Sixth Street TAO Global (2025 Vintage)), Atchafalaya Des Plaines Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. HPS Core Senior Lending Fund II (2025 Vintage)), Allegheny Valley Hackensack Whitmore University Foundation & Endowment Pool (9 shared vehicles, e.g. HPS Specialty Loan Fund VI (2025 Vintage)).

Related Family Office / MFO & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)