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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: California HQ: Beverly Hills, CA

Joel R. Mogy Investment Counsel Inc.

$2.2B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($132.5M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Growth Equity, Buyout, Secondaries, Direct Lending (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$132.5M
Total AUM: $2.2B
Median Disclosed Amount
$11.2M
Range: $5.0M – $15.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
2 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 — Joel R. Mogy Investment Counsel Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
PSG Europe II, L.P.Adviser 7.B Vehicle Growth Equity 2025
$12.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$11.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Direct Lending Fund IV, L.P.Adviser 7.B Vehicle Direct Lending 2025
$10.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Group XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$9.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$15.0M
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 — Joel R. Mogy Investment Counsel Inc.

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

Allocation-Policy / Pacing Update

Joel R. Mogy Investment Counsel Inc. (Family Office / MFO, $2.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $61.0M Unallocated Target Bandwidth). SEC Form ADV (801-15669, CRD #111622) verified $2.18B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Joel R. Mogy Investment Counsel Inc.

716 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Joel R. Mogy Investment Counsel Inc. (12 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 7 Shared Vehicles

AIA Group General Account

Insurance Company Central, Hong Kong
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG EUROPE II (2025 Vintage)
Joel R. Mogy Investment Counsel Inc.: $12.8M · SEC Form ADV 7.B
AIA Group General Account: $715.7M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Astorg VIII (2025 Vintage) · Crescent Direct Lending Fund IV, L.P. (2025 Vintage)

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

Aegon Asset Management US

OCIO / Wealth RIA Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Astorg VIII (2025 Vintage)
Joel R. Mogy Investment Counsel Inc.: $12.1M · SEC Form ADV 7.B
Aegon Asset Management US: $452.8M · SEC Form ADV 7.B

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · Strategic Partners Fund X (2025 Vintage)

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

Arthur M. Blank Family Foundation

Private Foundation Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Direct Lending Fund IV, L.P. (2025 Vintage)
Joel R. Mogy Investment Counsel Inc.: $10.6M · SEC Form ADV 7.B
Arthur M. Blank Family Foundation: $10.4M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · Astorg VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+713 Additional Institutional LPs Report Shared Vehicles with Joel R. Mogy Investment Counsel Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 12 total tracked records for Joel R. Mogy Investment Counsel Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (716 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (7) & CRM export

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Strategies Disclosed by Joel R. Mogy Investment Counsel Inc.

Venture Capital LPs →Growth Equity LPs →Buyout LPs →Secondaries LPs →Direct Lending LPs →

Frequently Asked Questions: Joel R. Mogy Investment Counsel Inc.

What type of institutional allocator is Joel R. Mogy Investment Counsel Inc. and what is their typical disclosed ticket size?

Joel R. Mogy Investment Counsel Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: California; Headquarters: Beverly Hills, CA). Across 12 historical disclosure records tracked on Prilago ($132.5M total parsed USD across disclosed rows), the median disclosed amount is $11.2M (range: $5.0M to $15.0M).

Which private-market strategies appear in Joel R. Mogy Investment Counsel Inc.'s public disclosures?

Joel R. Mogy Investment Counsel Inc. has disclosed records across Venture Capital, Growth Equity, Buyout, Secondaries, Direct Lending. Open preview records include PSG Europe II, L.P. (2025 Vintage), Strategic Partners Fund X, L.P. (2025 Vintage), Crescent Direct Lending Fund IV, L.P. (2025 Vintage), General Catalyst Group XII, L.P. (2025 Vintage).

How are Joel R. Mogy Investment Counsel Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Joel R. Mogy Investment Counsel Inc. 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 Joel R. Mogy Investment Counsel Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/joel-r-mogy-investment-counsel-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Joel R. Mogy Investment Counsel Inc.?

In Prilago's bilateral commitment graph, Joel R. Mogy Investment Counsel Inc. shares resolved underlying fund vehicles with 716 institutional LPs across 12 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 AIA Group General Account (7 shared vehicles, e.g. PSG EUROPE II (2025 Vintage)), Aegon Asset Management US (7 shared vehicles, e.g. Astorg VIII (2025 Vintage)), Arthur M. Blank Family Foundation (7 shared vehicles, e.g. Crescent Direct Lending Fund IV, L.P. (2025 Vintage)).

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