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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

Lcg Associates, Inc.

$2.2B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($227.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Multi-Strategy, 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$227.7M
Total AUM: $2.2B
Median Disclosed Amount
$11.2M
Range: $5.0M – $15.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Lcg Associates, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Elliott Associates LPAdviser 7.B Vehicle Multi-Strategy 2025
$10.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Eilser Multi-Strategy Fund, L.P.Adviser 7.B Vehicle Multi-Strategy 2025
$7.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EleganTree Opportunities Fund IIIAdviser 7.B Vehicle Buyout 2025
$5.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brevan Howard Alpha Strategies Fund, L.P.Adviser 7.B Vehicle Multi-Strategy 2025
$13.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Phoenix Equity Partners 2022Adviser 7.B Vehicle Buyout 2025
$12.5M
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 — Lcg Associates, Inc.

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

Allocation-Policy / Pacing Update

Lcg Associates, Inc. (OCIO / Wealth RIA, $2.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $39.1M Unallocated Target Bandwidth). SEC Form ADV (801-17169, CRD #105971) verified $2.17B 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 2025-05-13

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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 — Lcg Associates, Inc.

652 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Lcg Associates, Inc. (22 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 10 Shared Vehicles

ATP (Denmark)

Public Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter US Industrial Value Fund II (2025 Vintage)
Lcg Associates, Inc.: $8.2M · SEC Form ADV 7.B
ATP (Denmark): $67.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EleganTree Opportunities Fund III (2025 Vintage) · EQT Exeter US Value Add Fund IV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Polen Capital Management

OCIO / Wealth RIA Boca Raton, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EleganTree Opportunities Fund III (2025 Vintage)
Lcg Associates, Inc.: $5.5M · SEC Form ADV 7.B
Polen Capital Management: $50.2M · SEC Form ADV 7.B

Additional shared vehicles: EQT Exeter US Industrial Value Fund II (2025 Vintage) · EQT Exeter US Value Add Fund IV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

UPS (United Parcel Service) Group Trust Retirement Plan

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter US Value Add Fund IV (2024 Vintage)
Lcg Associates, Inc.: $12.2M · SEC Form ADV 7.B
UPS (United Parcel Service) Group Trust Retirement Plan: $113.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EQT Exeter US Industrial Value Fund II (2025 Vintage) · EleganTree Opportunities Fund III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+649 Additional Institutional LPs Report Shared Vehicles with Lcg Associates, Inc.

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

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You are viewing 5 open public preview records (out of 22 total tracked records for Lcg Associates, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (652 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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Strategies Disclosed by Lcg Associates, Inc.

Buyout LPs →Real Estate LPs →Multi-Strategy LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Lcg Associates, Inc.

What type of institutional allocator is Lcg Associates, Inc. and what is their typical disclosed ticket size?

Lcg Associates, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 22 historical disclosure records tracked on Prilago ($227.7M total parsed USD across disclosed rows), the median disclosed amount is $11.2M (range: $5.0M to $15.2M).

Which private-market strategies appear in Lcg Associates, Inc.'s public disclosures?

Lcg Associates, Inc. has disclosed records across Buyout, Real Estate, Multi-Strategy, Infrastructure, Growth Equity. Open preview records include Elliott Associates LP (2025 Vintage), Eilser Multi-Strategy Fund, L.P. (2025 Vintage), EleganTree Opportunities Fund III (2025 Vintage), Brevan Howard Alpha Strategies Fund, L.P. (2025 Vintage).

How are Lcg Associates, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Lcg Associates, 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 Lcg Associates, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/lcg-associates-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 Lcg Associates, Inc.?

In Prilago's bilateral commitment graph, Lcg Associates, Inc. shares resolved underlying fund vehicles with 652 institutional LPs across 22 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 ATP (Denmark) (10 shared vehicles, e.g. EQT Exeter US Industrial Value Fund II (2025 Vintage)), Polen Capital Management (10 shared vehicles, e.g. EleganTree Opportunities Fund III (2025 Vintage)), UPS (United Parcel Service) Group Trust Retirement Plan (9 shared vehicles, e.g. EQT Exeter US Value Add Fund IV (2024 Vintage)).

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