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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Newport News, VA HQ: Newport News, VA

Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform

$4.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($517.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Distressed / Special Situations, Private 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$517.6M
Total AUM: $4.6B
Median Disclosed Amount
$23.2M
Range: $13.0M – $44.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Oaktree SSF IIIAdviser 7.B Vehicle Distressed / Special Situations 2025
$26.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree ROF VIAdviser 7.B Vehicle Private Equity 2025
$23.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Exeter US Value Add Fund IVAdviser 7.B Vehicle Real Estate 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
Permira Growth Opportunities IAdviser 7.B Vehicle Growth Equity 2025
$40.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Healthcare and Fintech, L.P.Adviser 7.B Vehicle Private Equity 2025
$34.5M
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 — Hampton Roads Carillon 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

Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform (Family Office / MFO, $4.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 26.0% vs. 24.2% Actual; $82.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 26.0% vs 24.2% actual on $4.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform

554 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform (21 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 8 Shared Vehicles

Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform: $30.8M · SEC Form ADV 7.B
Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust: $34.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree SSF III (2025 Vintage) · Oaktree Power Opportunities Fund VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Baghdad Iraq Development Fund Sovereign Pool Conestoga Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree SSF III (2025 Vintage)
Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform: $26.0M · SEC Form ADV 7.B
Baghdad Iraq Development Fund Sovereign Pool Conestoga Sovereign Strategic Investment Fund: $23.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Oaktree Power Opportunities Fund VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Emerald Coast Cape Ann Thornton Mutual & Casualty Insurance General Account

Insurance Company Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Power Opportunities Fund VI (2024 Vintage)
Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform: $35.0M · SEC Form ADV 7.B
Emerald Coast Cape Ann Thornton Mutual & Casualty Insurance General Account: $45.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Oaktree ROF VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+551 Additional Institutional LPs Report Shared Vehicles with Hampton Roads Carillon 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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Request Pilot Access to Full Workspace Data for Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 21 total tracked records for Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (554 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 Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform

Real Estate LPs →Buyout LPs →Private Credit LPs →Distressed / Special Situations LPs →Private Equity LPs →

Frequently Asked Questions: Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform

What type of institutional allocator is Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Newport News, VA; Headquarters: Newport News, VA). Across 21 historical disclosure records tracked on Prilago ($517.6M total parsed USD across disclosed rows), the median disclosed amount is $23.2M (range: $13.0M to $44.0M).

Which private-market strategies appear in Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform's public disclosures?

Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Buyout, Private Credit, Distressed / Special Situations, Private Equity. Open preview records include Oaktree SSF III (2025 Vintage), Oaktree ROF VI (2025 Vintage), EQT Exeter US Value Add Fund IV (2025 Vintage), Permira Growth Opportunities I (2025 Vintage).

How are Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Hampton Roads Carillon 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 Hampton Roads Carillon 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/hampton-roads-carillon-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 Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Hampton Roads Carillon Bergstrom Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 554 institutional LPs across 21 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 Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)), Baghdad Iraq Development Fund Sovereign Pool Conestoga Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Oaktree SSF III (2025 Vintage)), Emerald Coast Cape Ann Thornton Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Oaktree Power Opportunities Fund VI (2024 Vintage)).

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