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Public Pension Plan CAFR / Board Packet Roadshow Hub: Lake Wales, FL HQ: Lake Wales, FL

LWGEPTF-FL (Lake Wales General Pension)

$0.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($31.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Real Estate, 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$31.4M
Total AUM: $0.1B
Median Holding / Carrying Value
$2.0M
Range: $80K – $11.2M
Disclosed Fund Multiples
15.4% Mean IRR (n=2) · 1.30x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — LWGEPTF-FL (Lake Wales General Pension)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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 Holding / Invested Value Disclosed Performance Primary Source Trail
Charlesbank Equity Fund IX Buyout 2025
$2.5M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.60)
Charlesbank Technology Opportunities Fund II Buyout 2024
$2.5M
Reported holding / fair value (not original commitment) · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.60)
Common and Preferred Stock (Lake Wales General) Buyout 2024
$11.2M
Reported holding / fair value (not original commitment) · As of December 2025
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.60)
Government Asset-Backed and CMO Securities (Lake Wales General) Buyout 2024
$2.7M
Reported holding / fair value (not original commitment) · As of December 2025
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.60)
Corporate Bonds and Notes (Lake Wales General) Private Credit 2024
$900K
Reported holding / fair value (not original commitment) · As of December 2025
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.60)

Forward-Looking Searches, Pacing Plans & Governance Updates — LWGEPTF-FL (Lake Wales General Pension)

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

Allocation-Policy / Pacing Update

LWGEPTF-FL (Lake Wales General Pension) (Public Pension Plan, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 12.0% vs. 9.5% Actual; $2.2M Unallocated Target Bandwidth). Florida Chapter 175/185 Municipal Retirement Trust deploying capital across Private Equity, Private Credit, and Real Assets under board fiduciary oversight with Mariner Institutional (AndCo Consulting). Gatekeeper / Intake Conduit: Mariner Institutional (AndCo Consulting).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — LWGEPTF-FL (Lake Wales General Pension)

241 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as LWGEPTF-FL (Lake Wales General Pension) (7 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 3 Shared Vehicles

Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Charlesbank Equity Fund IX (2025 Vintage)
LWGEPTF-FL (Lake Wales General Pension): $2.5M · CAFR / Board Packet (LWGEPTF FL 2024 ACFR, p.60)
Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool: $22.8M · IRS Form 990 Sched D

Additional shared vehicles: Charlesbank Technology Opportunities Fund II (2024 Vintage) · Canaan XIII Healthcare Fund L.P. (2024 Vintage)

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

Ventura County Employees' Retirement

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Charlesbank Technology Opportunities Fund II (2024 Vintage)
LWGEPTF-FL (Lake Wales General Pension): $2.5M · CAFR / Board Packet (LWGEPTF FL 2024 ACFR, p.60)
Ventura County Employees' Retirement: $30.0M · CAFR / Board Packet (VCERA-ACFR-2025-Sec, p.49)

Additional shared vehicles: Pantheon Credit Opportunity III (2024 Vintage)

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

LGT Princely Portfolio (Liechtenstein Family Office)

Family Office / MFO Vaduz, Liechtenstein
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Barings Core Property Fund LP (2024 Vintage)
LWGEPTF-FL (Lake Wales General Pension): $2.0M · Allocator Webpage (Unanchored URL)
LGT Princely Portfolio (Liechtenstein Family Office): $111.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bonfire Ventures IV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+238 Additional Institutional LPs Report Shared Vehicles with LWGEPTF-FL (Lake Wales General Pension)

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Request Pilot Access to Full Workspace Data for LWGEPTF-FL (Lake Wales General Pension)

You are viewing 5 open public preview records (out of 14 total tracked records for LWGEPTF-FL (Lake Wales General Pension)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (241 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 LWGEPTF-FL (Lake Wales General Pension)

Buyout LPs →Private Credit LPs →Private Equity LPs →Real Estate LPs →Venture Capital LPs →

Frequently Asked Questions: LWGEPTF-FL (Lake Wales General Pension)

What type of institutional allocator is LWGEPTF-FL (Lake Wales General Pension) and what is their typical disclosed ticket size?

LWGEPTF-FL (Lake Wales General Pension) is categorized under Public Pension Plan (Regional Roadshow Hub: Lake Wales, FL; Headquarters: Lake Wales, FL). Across 14 historical disclosure records tracked on Prilago ($31.4M total parsed USD across disclosed rows), the median disclosed amount is $2.0M (range: $80K to $11.2M).

Which private-market strategies appear in LWGEPTF-FL (Lake Wales General Pension)'s public disclosures?

LWGEPTF-FL (Lake Wales General Pension) has disclosed records across Buyout, Private Credit, Private Equity, Real Estate, Venture Capital. Open preview records include Charlesbank Equity Fund IX (2025 Vintage), Charlesbank Technology Opportunities Fund II (2024 Vintage), Common and Preferred Stock (Lake Wales General) (2024 Vintage), Government Asset-Backed and CMO Securities (Lake Wales General) (2024 Vintage).

How are LWGEPTF-FL (Lake Wales General Pension)'s historical records substantiated and separated from active searches on Prilago?

Records for LWGEPTF-FL (Lake Wales General Pension) cite primary public disclosures (CAFR / Board Packet), 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 LWGEPTF-FL (Lake Wales General Pension)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/lwgeptf-fl-lake-wales-general-pension or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside LWGEPTF-FL (Lake Wales General Pension)?

In Prilago's bilateral commitment graph, LWGEPTF-FL (Lake Wales General Pension) shares resolved underlying fund vehicles with 241 institutional LPs across 7 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 Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool (3 shared vehicles, e.g. Charlesbank Equity Fund IX (2025 Vintage)), Ventura County Employees' Retirement (2 shared vehicles, e.g. Charlesbank Technology Opportunities Fund II (2024 Vintage)), LGT Princely Portfolio (Liechtenstein Family Office) (2 shared vehicles, e.g. Barings Core Property Fund LP (2024 Vintage)).

Related Public Pension Plan & Lake Wales, FL Institutional LPs

Wisconsin Investment Board (SWIB) (1030)Washington State Investment Board (909)New York State Common Retirement Fund (858)Colorado PERA (830)Oregon Public Employees Retirement Fund (778)CalSTRS (754)Los Angeles County (LACERA) (750)Los Angeles City Employees (LACERS) (747)New Jersey Division of Investment (699)South Carolina RSIC (643)