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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Huntsville, AL

Keel Point

$3.8B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($249.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, Venture Capital, Multi-Strategy (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$249.1M
Total AUM: $3.8B
Median Disclosed Amount
$19.7M
Range: $4.0M – $26.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Keel Point

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Cohere Capital Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$25.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Topaz Fund, L.P.Adviser 7.B Vehicle Private Equity 2025
$23.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund I, LPAdviser 7.B Vehicle Real Estate 2025
$22.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
FGP PA Redwood Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$23.2M
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
SONJ Private Opportunities Fund III, L.P.Adviser 7.B Vehicle Buyout 2024
$19.7M
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 — Keel Point

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

Allocation-Policy / Pacing Update

Keel Point (Family Office / MFO, $3.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.7% Actual; $49.7M Unallocated Target Bandwidth). SEC Form ADV (801-62249, CRD #127902) verified $3.82B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); 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 2025-02-24

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Keel Point

448 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Keel Point (15 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 3 Shared Vehicles

New York State Teachers (NYSTRS)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital X (2023 Vintage)
Keel Point: $7.2M · SEC Form ADV 7.B
New York State Teachers (NYSTRS): $150.0M · CAFR / Board Packet (New York State Teachers NYSTRS PE Signal Harvest)

Additional shared vehicles: ARCH Venture Fund XII (2022 Vintage) · Stone Point Capital VIII (2020 Vintage)

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

Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital Trident X (2023 Vintage)
Keel Point: $17.5M · SEC Form ADV 7.B
Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory: $102.2M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital X (2023 Vintage) · Stone Point Capital VIII (2020 Vintage)

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

Harris | Oakmark

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital VIII (2020 Vintage)
Keel Point: $6.0M · SEC Form ADV 7.B
Harris | Oakmark: $127.2M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital Trident X (2023 Vintage) · Stone Point Capital X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+445 Additional Institutional LPs Report Shared Vehicles with Keel Point

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Keel Point

You are viewing 5 open public preview records (out of 15 total tracked records for Keel Point) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (448 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Enter your firm email to request pilot onboarding for Keel Point and our interactive GP workspace.

Strategies Disclosed by Keel Point

Buyout LPs →Private Equity LPs →Real Estate LPs →Venture Capital LPs →Multi-Strategy LPs →

Frequently Asked Questions: Keel Point

What type of institutional allocator is Keel Point and what is their typical disclosed ticket size?

Keel Point is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Huntsville, AL). Across 15 historical disclosure records tracked on Prilago ($249.1M total parsed USD across disclosed rows), the median disclosed amount is $19.7M (range: $4.0M to $26.7M).

Which private-market strategies appear in Keel Point's public disclosures?

Keel Point has disclosed records across Buyout, Private Equity, Real Estate, Venture Capital, Multi-Strategy. Open preview records include Cohere Capital Fund II, L.P. (2025 Vintage), Blackstone Topaz Fund, L.P. (2025 Vintage), Asana Partners Fund I, LP (2025 Vintage), FGP PA Redwood Fund LP (2024 Vintage).

How are Keel Point's historical records substantiated and separated from active searches on Prilago?

Records for Keel Point 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 Keel Point's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/keel-point or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Keel Point?

In Prilago's bilateral commitment graph, Keel Point shares resolved underlying fund vehicles with 448 institutional LPs across 15 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 New York State Teachers (NYSTRS) (3 shared vehicles, e.g. Stone Point Capital X (2023 Vintage)), Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. Stone Point Capital Trident X (2023 Vintage)), Harris | Oakmark (3 shared vehicles, e.g. Stone Point Capital VIII (2020 Vintage)).

Related Family Office / MFO & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)