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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pensacola, FL HQ: Pensacola, FL

Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

$26.7B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($1.31B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Infrastructure, 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
$1.31B
Total AUM: $26.7B
Median Disclosed Amount
$77.0M
Range: $57.0M – $186.6M
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 — Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

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
Paul Capital IXAdviser 7.B Vehicle Private Equity 2025
$186.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cressey & Company Fund VIIAdviser 7.B Vehicle Buyout 2025
$138.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Avenue SSF VIAdviser 7.B Vehicle Private Equity 2025
$121.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JLC Infrastructure Fund IIAdviser 7.B Vehicle Infrastructure 2023
$74.0M
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
EQT Ventures IIIAdviser 7.B Vehicle Venture Capital 2022
$170.4M
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 — Gulf Breeze Delavan Winchester 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

Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $26.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.8% Actual; $587.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$264M–$499M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.8% actual on $26.7B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

344 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory (13 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 3 Shared Vehicles

Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avenue SSF VI (2023 Vintage)
Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory: $121.7M · SEC Form ADV 7.B
Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust: $16.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: ICV Partners IV (2020 Vintage) · Accel-KKR Growth Capital Partners III (2018 Vintage)

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

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Paul Capital IX (2023 Vintage)
Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory: $186.6M · SEC Form ADV 7.B
South Carolina RSIC: $15.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Avenue SSF VI (2023 Vintage)

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

North Carolina Retirement

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Atlantic Growth Equity 2022 (2022 Vintage)
Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory: $77.0M · SEC Form ADV 7.B
North Carolina Retirement: $100.0M · CAFR / Board Packet

Additional shared vehicles: TPG Biotechnology Partners III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+341 Additional Institutional LPs Report Shared Vehicles with Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 13 total tracked records for Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory) 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 (344 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 Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Private Equity LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pensacola, FL; Headquarters: Pensacola, FL). Across 13 historical disclosure records tracked on Prilago ($1.31B total parsed USD across disclosed rows), the median disclosed amount is $77.0M (range: $57.0M to $186.6M).

Which private-market strategies appear in Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Equity, Infrastructure, Growth Equity. Open preview records include Paul Capital IX (2025 Vintage), Cressey & Company Fund VII (2025 Vintage), Avenue SSF VI (2025 Vintage), JLC Infrastructure Fund II (2023 Vintage).

How are Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Gulf Breeze Delavan Winchester 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 Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gulf-breeze-delavan-winchester-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 Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Gulf Breeze Delavan Winchester Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 344 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 Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust (3 shared vehicles, e.g. Avenue SSF VI (2023 Vintage)), South Carolina RSIC (2 shared vehicles, e.g. Paul Capital IX (2023 Vintage)), North Carolina Retirement (2 shared vehicles, e.g. General Atlantic Growth Equity 2022 (2022 Vintage)).

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