Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Traverse City, MI HQ: Traverse City, MI

Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform

$2.5B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($229.3M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Growth Equity, Infrastructure, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$229.3M
Total AUM: $2.5B
Median Disclosed Amount
$16.0M
Range: $13.0M – $23.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Summit Partners GE XIIAdviser 7.B Vehicle Growth Equity 2025
$17.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antler US Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$13.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Capital Partners, VII, L.P.Adviser 7.B Vehicle Buyout 2025
$13.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Kohlberg Investors, LPAdviser 7.B Vehicle Buyout 2025
$21.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Summit Growth Equity XIAdviser 7.B Vehicle Growth Equity 2025
$14.0M
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 — Grand Traverse Carillon Sterling 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 Traverse Carillon Sterling Multi-Family Office Private Capital Platform (Traverse City, MI) committed $13.5M to Antler US Fund II, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($55.0M allocation gap toward a 25.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-18

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform

346 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform (14 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 3 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ARA Asia Dragon Fund VI (2020 Vintage)
Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
New York State Common Retirement Fund: $150.0M · CAFR / Board Packet (New York State Common Retirement Fund 2020-2021 ACFR p. 174)

Additional shared vehicles: NYSCRF Transition Annex Fund, LP (2019 Vintage) · Carlyle Infrastructure Partners II (2018 Vintage)

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

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Antin Infrastructure Partners Mid Cap I-A SCSp (2021 Vintage)
Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform: $14.2M · SEC Form ADV 7.B
Los Angeles County (LACERA): $109.1M · CAFR / Board Packet (LACERA TFI Cost Report FY23, p.38)

Additional shared vehicles: AEW Value Investors Asia III (2018 Vintage)

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

Maine PERS

Public Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Growth Equity XI (2021 Vintage)
Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform: $14.0M · SEC Form ADV 7.B
Maine PERS: $45.0M · CAFR / Board Packet (MainePERS PE 2024 Q4, p.11)

Additional shared vehicles: Angelo Gordon Direct Lending Fund II (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+343 Additional Institutional LPs Report Shared Vehicles with Grand Traverse Carillon Sterling 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.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 14 total tracked records for Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (346 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform and our interactive GP workspace.

Strategies Disclosed by Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform

What type of institutional allocator is Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Traverse City, MI; Headquarters: Traverse City, MI). Across 14 historical disclosure records tracked on Prilago ($229.3M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $23.5M).

Which private-market strategies appear in Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform's public disclosures?

Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Buyout, Growth Equity, Infrastructure, Private Equity. Open preview records include Summit Partners GE XII (2025 Vintage), Antler US Fund II, L.P. (2025 Vintage), Levine Leichtman Capital Partners, VII, L.P. (2025 Vintage), Kohlberg Investors, LP (2025 Vintage).

How are Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Grand Traverse Carillon Sterling 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 Traverse Carillon Sterling 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-traverse-carillon-sterling-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 Traverse Carillon Sterling Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Grand Traverse Carillon Sterling Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 346 institutional LPs across 14 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 New York State Common Retirement Fund (3 shared vehicles, e.g. ARA Asia Dragon Fund VI (2020 Vintage)), Los Angeles County (LACERA) (2 shared vehicles, e.g. Antin Infrastructure Partners Mid Cap I-A SCSp (2021 Vintage)), Maine PERS (2 shared vehicles, e.g. Summit Growth Equity XI (2021 Vintage)).

Related Family Office / MFO & Traverse City, MI Institutional LPs

Brighton Jones (32)Btg Pactual Asset Management US (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)Rwa Wealth Partners (32)Sequoia Financial Group (32)Silvercrest Asset Management Group (32)Tethys SAS (Bettencourt Meyers Family Office) (32)