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Institutional Trust CAFR / Board Packet Roadshow Hub: Orange County Retiree, CA HQ: Orange County Retiree, CA

OCHCFC-CA (Orange County Retiree Health Care Trust)

$0.4B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($502.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Multi-Strategy, Private Equity, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$502.3M
Total AUM: $0.4B
Median Disclosed Amount
$4.0M
Range: $1.7M – $199.3M
Disclosed Fund Multiples
9.5% Mean IRR (n=1) · 1.71x Mean TVPI (n=1)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — OCHCFC-CA (Orange County Retiree Health Care Trust)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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 Disclosed Amount Disclosed Performance Primary Source Trail
New Mountain Partners III Continuation Fund, L.P. Buyout 2021
$3.0M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.34)
Health Care Fund County Cash Equivalents Private Credit 2025
$33.5M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · CAFR / Board Packet (PDF p.34)
Health Care Fund County Global Public Equity Multi-Strategy 2024
$199.3M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · CAFR / Board Packet (PDF p.34)
Health Care Fund County Private Equity Private Equity 2024
$80.2M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · CAFR / Board Packet (PDF p.34)
Health Care Fund County Income Strategies Private Credit 2024
$75.2M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · CAFR / Board Packet (PDF p.34)

Forward-Looking Searches, Pacing Plans & Governance Updates — OCHCFC-CA (Orange County Retiree Health Care Trust)

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

Allocation-Policy / Pacing Update

OCHCFC-CA (Orange County Retiree Health Care Trust) (Institutional Trust, $0.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 12.0% vs. 9.8% Actual; $9.7M Unallocated Target Bandwidth). Long-duration institutional trust deploying into Hedge Funds, Fixed Income, Public Equity under fiduciary investment policy guidelines. Gatekeeper / Intake Conduit: RVK.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — OCHCFC-CA (Orange County Retiree Health Care Trust)

143 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as OCHCFC-CA (Orange County Retiree Health Care Trust) (6 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 2 Shared Vehicles

HarbourVest Partners Primary & Emerging FoF

Fund of Funds / Seeder US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lake Ontario Fund, L.P. (2024 Vintage)
OCHCFC-CA (Orange County Retiree Health Care Trust): $1.9M · Allocator Webpage (Unanchored URL)
HarbourVest Partners Primary & Emerging FoF: $2.62B · SEC Form ADV 7.B

Additional shared vehicles: Rubicon Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rubicon Fund II (2023 Vintage)
OCHCFC-CA (Orange County Retiree Health Care Trust): $2.3M · Allocator Webpage (Unanchored URL)
Wisconsin Investment Board (SWIB): $50.0M (Holding / Fair Value) · CAFR / Board Packet (69fc6d 740c9666622748458d7bfadfa005f5d5, p.249)
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lake Ontario Fund, L.P. (2024 Vintage)
OCHCFC-CA (Orange County Retiree Health Care Trust): $1.9M · Allocator Webpage (Unanchored URL)
Los Angeles County (LACERA): $775.0M · CAFR / Board Packet (LACERA Private Markets Holdings Report 2025, p.2)
Potential introduction path · LPAC unconfirmed View LP Profile →

+140 Additional Institutional LPs Report Shared Vehicles with OCHCFC-CA (Orange County Retiree Health Care Trust)

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for OCHCFC-CA (Orange County Retiree Health Care Trust)

You are viewing 5 open public preview records (out of 13 total tracked records for OCHCFC-CA (Orange County Retiree Health Care Trust)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (143 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 OCHCFC-CA (Orange County Retiree Health Care Trust)

Buyout LPs →Private Credit LPs →Multi-Strategy LPs →Private Equity LPs →Real Estate LPs →

Frequently Asked Questions: OCHCFC-CA (Orange County Retiree Health Care Trust)

What type of institutional allocator is OCHCFC-CA (Orange County Retiree Health Care Trust) and what is their typical disclosed ticket size?

OCHCFC-CA (Orange County Retiree Health Care Trust) is categorized under Institutional Trust (Regional Roadshow Hub: Orange County Retiree, CA; Headquarters: Orange County Retiree, CA). Across 13 historical disclosure records tracked on Prilago ($502.3M total parsed USD across disclosed rows), the median disclosed amount is $4.0M (range: $1.7M to $199.3M).

Which private-market strategies appear in OCHCFC-CA (Orange County Retiree Health Care Trust)'s public disclosures?

OCHCFC-CA (Orange County Retiree Health Care Trust) has disclosed records across Buyout, Private Credit, Multi-Strategy, Private Equity, Real Estate. Open preview records include New Mountain Partners III Continuation Fund, L.P. (2021 Vintage), Health Care Fund County Cash Equivalents (2025 Vintage), Health Care Fund County Global Public Equity (2024 Vintage), Health Care Fund County Private Equity (2024 Vintage).

How are OCHCFC-CA (Orange County Retiree Health Care Trust)'s historical records substantiated and separated from active searches on Prilago?

Records for OCHCFC-CA (Orange County Retiree Health Care Trust) 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 OCHCFC-CA (Orange County Retiree Health Care Trust)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ochcfc-ca-orange-county-retiree-health-care-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside OCHCFC-CA (Orange County Retiree Health Care Trust)?

In Prilago's bilateral commitment graph, OCHCFC-CA (Orange County Retiree Health Care Trust) shares resolved underlying fund vehicles with 143 institutional LPs across 6 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 HarbourVest Partners Primary & Emerging FoF (2 shared vehicles, e.g. Lake Ontario Fund, L.P. (2024 Vintage)), Wisconsin Investment Board (SWIB) (1 shared vehicle, e.g. Rubicon Fund II (2023 Vintage)), Los Angeles County (LACERA) (1 shared vehicle, e.g. Lake Ontario Fund, L.P. (2024 Vintage)).

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