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

Newsouth Capital Management

$2.2B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($244.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, Venture Capital, Private Credit (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
$244.1M
Total AUM: $2.2B
Median Disclosed Amount
$12.2M
Range: $5.0M – $15.6M
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 — Newsouth Capital Management

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
Blue Peninsula Fund, LPAdviser 7.B Vehicle Private Equity 2025
$10.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners III, LPAdviser 7.B Vehicle Real Estate 2025
$14.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Origami Opportunities Fund VAdviser 7.B Vehicle Buyout 2025
$13.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Novacap TMT International NV CV L.P.Adviser 7.B Vehicle Private Equity 2025
$12.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HIG Bayside Loan Opportunity Fund VIAdviser 7.B Vehicle Private Credit 2025
$11.5M
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 — Newsouth Capital Management

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

Allocation-Policy / Pacing Update

Newsouth Capital Management (OCIO / Wealth RIA, $2.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $17.9M Unallocated Target Bandwidth). SEC Form ADV (801-24716, CRD #110676) verified $2.23B discretionary AUM (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 2025-03-02

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Newsouth Capital Management

572 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Newsouth Capital Management (21 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 8 Shared Vehicles

Edgewood Management

OCIO / Wealth RIA Greenwich, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Invesco Credit III (2023 Vintage)
Newsouth Capital Management: $5.0M · SEC Form ADV 7.B
Edgewood Management: $60.2M · SEC Form ADV 7.B

Additional shared vehicles: Insight Vision Capital II, LP (2022 Vintage) · Insignia Capital Partners II, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Gw&K Investment Management

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HIG Bayside Loan Opportunity Fund VI (2024 Vintage)
Newsouth Capital Management: $11.5M · SEC Form ADV 7.B
Gw&K Investment Management: $244.1M · SEC Form ADV 7.B

Additional shared vehicles: Invesco Credit III (2023 Vintage) · Insight Vision Capital II, LP (2022 Vintage)

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

Atlanta Capital

OCIO / Wealth RIA Atlanta, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Insight Vision Capital II, LP (2022 Vintage)
Newsouth Capital Management: $13.0M · SEC Form ADV 7.B
Atlanta Capital: $145.2M · SEC Form ADV 7.B

Additional shared vehicles: Invesco Credit III (2023 Vintage) · Insignia Capital Partners II, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+569 Additional Institutional LPs Report Shared Vehicles with Newsouth Capital Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Newsouth Capital Management

You are viewing 5 open public preview records (out of 22 total tracked records for Newsouth Capital Management) 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 (572 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Newsouth Capital Management

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

Frequently Asked Questions: Newsouth Capital Management

What type of institutional allocator is Newsouth Capital Management and what is their typical disclosed ticket size?

Newsouth Capital Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Memphis, TN). Across 22 historical disclosure records tracked on Prilago ($244.1M total parsed USD across disclosed rows), the median disclosed amount is $12.2M (range: $5.0M to $15.6M).

Which private-market strategies appear in Newsouth Capital Management's public disclosures?

Newsouth Capital Management has disclosed records across Buyout, Private Equity, Real Estate, Venture Capital, Private Credit. Open preview records include Blue Peninsula Fund, LP (2025 Vintage), TPG Real Estate Partners III, LP (2025 Vintage), Origami Opportunities Fund V (2025 Vintage), Novacap TMT International NV CV L.P. (2025 Vintage).

How are Newsouth Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Newsouth Capital Management 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 Newsouth Capital Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Newsouth Capital Management?

In Prilago's bilateral commitment graph, Newsouth Capital Management shares resolved underlying fund vehicles with 572 institutional LPs across 21 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 Edgewood Management (8 shared vehicles, e.g. Invesco Credit III (2023 Vintage)), Gw&K Investment Management (8 shared vehicles, e.g. HIG Bayside Loan Opportunity Fund VI (2024 Vintage)), Atlanta Capital (7 shared vehicles, e.g. Insight Vision Capital II, LP (2022 Vintage)).

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