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

Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

$8.1B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($470.3M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Secondaries, Buyout, Private Equity, Venture Capital (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
$470.3M
Total AUM: $8.1B
Median Disclosed Amount
$23.0M
Range: $17.0M – $52.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

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
ICG Strategic Secondaries Programme IIIAdviser 7.B Vehicle Secondaries 2025
$41.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Clearlake Capital Partners, L.P.Adviser 7.B Vehicle Buyout 2025
$24.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TLV Partners II LPAdviser 7.B Vehicle Venture Capital 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
Investcorp SCP IIAdviser 7.B Vehicle Private Equity 2025
$40.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICG Strategic Income Fund VAdviser 7.B Vehicle Private Credit 2022
$18.2M
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 — Gulf Breeze Grand Strand Fontaine 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 Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $8.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.5% Actual; $243.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$109M–$207M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.5% actual on $8.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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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 Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

374 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory (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

Atchafalaya Clinches Weatherby Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Strategic Secondaries Programme III (2023 Vintage)
Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory: $41.8M · SEC Form ADV 7.B
Atchafalaya Clinches Weatherby Mutual & Casualty Insurance General Account: $63.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: ICG Strategic Income Fund V (2022 Vintage) · ICG Strategic Secondaries Programme V (2021 Vintage)

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

Fox River Heartland Osullivan Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Strategic Income Fund V (2022 Vintage)
Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory: $18.2M · SEC Form ADV 7.B
Fox River Heartland Osullivan Private Markets Primary & GP Seeder Fund-of-Funds: $128.0M · SEC Form ADV 7.B

Additional shared vehicles: ICG Strategic Secondaries Programme III (2023 Vintage) · ICG Strategic Secondaries Programme V (2021 Vintage)

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

Brussels finance&invest.brussels Regional Sovereign Fund Carrabassett Sovereign Strategic Investment Fund

Sovereign Wealth Fund Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Strategic Secondaries Programme V (2021 Vintage)
Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory: $23.0M · SEC Form ADV 7.B
Brussels finance&invest.brussels Regional Sovereign Fund Carrabassett Sovereign Strategic Investment Fund: $55.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: ICG Strategic Secondaries Programme III (2023 Vintage) · ICG Strategic Income Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+371 Additional Institutional LPs Report Shared Vehicles with Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 17 total tracked records for Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory) 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 (374 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 Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Secondaries LPs →Buyout LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory

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

Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pensacola, FL; Headquarters: Pensacola, FL). Across 17 historical disclosure records tracked on Prilago ($470.3M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $17.0M to $52.2M).

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

Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Secondaries, Buyout, Private Equity, Venture Capital. Open preview records include ICG Strategic Secondaries Programme III (2025 Vintage), Clearlake Capital Partners, L.P. (2025 Vintage), TLV Partners II LP (2025 Vintage), Investcorp SCP II (2025 Vintage).

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

Records for Gulf Breeze Grand Strand Fontaine 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 Grand Strand Fontaine 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-grand-strand-fontaine-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 Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Gulf Breeze Grand Strand Fontaine Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 374 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 Atchafalaya Clinches Weatherby Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. ICG Strategic Secondaries Programme III (2023 Vintage)), Fox River Heartland Osullivan Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. ICG Strategic Income Fund V (2022 Vintage)), Brussels finance&invest.brussels Regional Sovereign Fund Carrabassett Sovereign Strategic Investment Fund (5 shared vehicles, e.g. ICG Strategic Secondaries Programme V (2021 Vintage)).

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