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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Kerrville, TX

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

$16.1B Total AUM · Institutional LP profile covering 30 historical fund disclosure records ($1.87B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Growth Equity, Infrastructure (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
30
5 Open Source Trails Below
Sum of Disclosed Rows
$1.87B
Total AUM: $16.1B
Median Disclosed Amount
$62.0M
Range: $34.0M – $106.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/30)
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 — Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 30 total tracked records (+25 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
Clearlake Capital Partners, L.P.Adviser 7.B Vehicle Buyout 2025
$46.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Primavera Capital Fund IIIAdviser 7.B Vehicle Buyout 2025
$44.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antares Capital Credit Fund VIAdviser 7.B Vehicle Private Credit 2025
$34.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pemberton European Mid-Market Debt Fund IIIAdviser 7.B Vehicle Private Credit 2025
$97.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Harvest Partners SCF IVAdviser 7.B Vehicle Private Credit 2025
$83.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

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

Allocation-Policy / Pacing Update

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory (Kerrville, TX) committed $46.0M to Clearlake Capital Partners, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($483.0M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-23

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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 (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

491 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory (29 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 15 Shared Vehicles

Fort Washington Investment Advisors

OCIO / Wealth RIA Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage)
Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory: $84.8M · SEC Form ADV 7.B
Fort Washington Investment Advisors: $89.8M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Capital Partners XI (2023 Vintage) · H.I.G. Capital Partners X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Brookline Ausable Harrington Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Capital Partners XI (2023 Vintage)
Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory: $67.5M · SEC Form ADV 7.B
Brookline Ausable Harrington Mutual & Casualty Insurance General Account: $48.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage) · H.I.G. Capital Partners X (2023 Vintage)

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

Chebacco Falmouth Silverstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Capital Partners X (2023 Vintage)
Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory: $55.8M · SEC Form ADV 7.B
Chebacco Falmouth Silverstein Institutional Outsourced CIO & Wealth Advisory: $44.5M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage) · H.I.G. Capital Partners XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+488 Additional Institutional LPs Report Shared Vehicles with Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 30 total tracked records for Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 30 tracked historical disclosure records (+25 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (491 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Kerrville, TX). Across 30 historical disclosure records tracked on Prilago ($1.87B total parsed USD across disclosed rows), the median disclosed amount is $62.0M (range: $34.0M to $106.6M).

Which private-market strategies appear in Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Growth Equity, Infrastructure. Open preview records include Clearlake Capital Partners, L.P. (2025 Vintage), Primavera Capital Fund III (2025 Vintage), Antares Capital Credit Fund VI (2025 Vintage), Pemberton European Mid-Market Debt Fund III (2025 Vintage).

How are Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory 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 Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/guadalupe-great-miami-harrington-institutional-outsourced-cio-and-wealth-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 491 institutional LPs across 29 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 Fort Washington Investment Advisors (15 shared vehicles, e.g. H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage)), Brookline Ausable Harrington Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. H.I.G. Capital Partners XI (2023 Vintage)), Chebacco Falmouth Silverstein Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. H.I.G. Capital Partners X (2023 Vintage)).

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