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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Carmel, CA HQ: Carmel, CA

Neumeier Poma Investment Counsel

$1.4B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($89.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Private Credit, Buyout, 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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$89.0M
Total AUM: $1.4B
Median Disclosed Amount
$5.8M
Range: $2.0M – $7.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Neumeier Poma Investment Counsel

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
CapRock Logistics Development Venture LPAdviser 7.B Vehicle Real Estate 2025
$7.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tenex Capital Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$7.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Lending Fund IVAdviser 7.B Vehicle Private Credit 2025
$6.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Capital Partners VIIAdviser 7.B Vehicle Private Credit 2025
$6.3M
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 Green IVAdviser 7.B Vehicle Private Equity 2025
$5.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Neumeier Poma Investment Counsel

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

Allocation-Policy / Pacing Update

Neumeier Poma Investment Counsel (Carmel, CA) committed $7.1M to Tenex Capital Partners III, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($24.8M allocation gap toward a 15.0% target, advised by Albourne Partners).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-14

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Neumeier Poma Investment Counsel

466 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Neumeier Poma Investment Counsel (16 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 4 Shared Vehicles

Gulf Breeze Cohasset Livingston Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pensacola, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hull Street II (2022 Vintage)
Neumeier Poma Investment Counsel: $4.8M · SEC Form ADV 7.B
Gulf Breeze Cohasset Livingston Private Markets Primary & GP Seeder Fund-of-Funds: $139.5M · SEC Form ADV 7.B

Additional shared vehicles: Horsley Bridge XIII Venture (2021 Vintage) · Hwy 12 Fund Venture L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Horsley Bridge XIII Venture (2021 Vintage)
Neumeier Poma Investment Counsel: $4.2M · SEC Form ADV 7.B
East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account: $102.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hull Street II (2022 Vintage) · Hwy 12 Fund Venture L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Fox River Fairhope Brookfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hwy 12 Fund Venture L.P. (2020 Vintage)
Neumeier Poma Investment Counsel: $5.0M · SEC Form ADV 7.B
Fox River Fairhope Brookfield Private Markets Primary & GP Seeder Fund-of-Funds: $70.5M · SEC Form ADV 7.B

Additional shared vehicles: Hull Street II (2022 Vintage) · Horsley Bridge XIII Venture (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+463 Additional Institutional LPs Report Shared Vehicles with Neumeier Poma Investment Counsel

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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 16 total tracked records for Neumeier Poma Investment Counsel) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (466 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Neumeier Poma Investment Counsel

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

Frequently Asked Questions: Neumeier Poma Investment Counsel

What type of institutional allocator is Neumeier Poma Investment Counsel and what is their typical disclosed ticket size?

Neumeier Poma Investment Counsel is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Carmel, CA; Headquarters: Carmel, CA). Across 16 historical disclosure records tracked on Prilago ($89.0M total parsed USD across disclosed rows), the median disclosed amount is $5.8M (range: $2.0M to $7.6M).

Which private-market strategies appear in Neumeier Poma Investment Counsel's public disclosures?

Neumeier Poma Investment Counsel has disclosed records across Venture Capital, Real Estate, Private Credit, Buyout, Private Equity. Open preview records include CapRock Logistics Development Venture LP (2025 Vintage), Tenex Capital Partners III, L.P. (2025 Vintage), Fortress Lending Fund IV (2025 Vintage), H.I.G. Bayside Capital Partners VII (2025 Vintage).

How are Neumeier Poma Investment Counsel's historical records substantiated and separated from active searches on Prilago?

Records for Neumeier Poma Investment Counsel 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 Neumeier Poma Investment Counsel's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Neumeier Poma Investment Counsel?

In Prilago's bilateral commitment graph, Neumeier Poma Investment Counsel shares resolved underlying fund vehicles with 466 institutional LPs across 16 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 Gulf Breeze Cohasset Livingston Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Hull Street II (2022 Vintage)), East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. Horsley Bridge XIII Venture (2021 Vintage)), Fox River Fairhope Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Hwy 12 Fund Venture L.P. (2020 Vintage)).

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