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Institutional Trust CAFR / Board Packet Roadshow Hub: OCTA Custodial Retiree, CA HQ: OCTA Custodial Retiree, CA

OCTACF-CA (OCTA Custodial Retiree Medical Trust)

$0.1B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($48.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, Private Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
15
5 Open Source Trails Below
Sum of Disclosed Rows
$48.4M
Total AUM: $0.1B
Median Disclosed Amount
$2.2M
Range: $1.7M – $15.1M
Disclosed Fund Multiples
14.8% Mean IRR (n=3) · 1.69x Mean TVPI (n=3)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — OCTACF-CA (OCTA Custodial Retiree Medical Trust)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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 Partnersd Fund VII Buyout 2023
$3.0M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.34)
New York Balanced Pool Asia Investors IV, LP Private Equity 2021
$2.2M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.34)
New York Balanced Pool Asia III, LP Private Equity 2018
$2.2M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.34)
Custodial Fund OCTA Global Public Equity Multi-Strategy 2024
$15.1M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · CAFR / Board Packet (PDF p.34)
Custodial Fund OCTA Income Strategies Private Credit 2024
$5.6M
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 — OCTACF-CA (OCTA Custodial Retiree Medical Trust)

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

Allocation-Policy / Pacing Update

OCTACF-CA (OCTA Custodial Retiree Medical Trust) (Institutional Trust, $0.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.1% Actual; $3.5M Unallocated Target Bandwidth). Long-duration institutional trust deploying into Fixed Income, Public Equity under fiduciary investment policy guidelines. Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — OCTACF-CA (OCTA Custodial Retiree Medical Trust)

387 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as OCTACF-CA (OCTA Custodial Retiree Medical Trust) (13 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 4 Shared Vehicles

Jmt Charitable Foundation

Private Foundation New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Crossover Ventures XII (2025 Vintage)
OCTACF-CA (OCTA Custodial Retiree Medical Trust): $2.2M · Allocator Webpage (Unanchored URL)
Jmt Charitable Foundation: $3.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Levine Leichtman Capital Partners VII (2024 Vintage) · Blackstone Property Partners Europe V (2024 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Balanced Pool Asia Investors IV, LP (2021 Vintage)
OCTACF-CA (OCTA Custodial Retiree Medical Trust): $2.2M · CAFR / Board Packet (OCTACF CA 2024 ACFR, p.34)
New York State Common Retirement Fund: $210.0M · CAFR / Board Packet (asset-listing-2025, p.150)

Additional shared vehicles: Technology Crossover Ventures XII (2025 Vintage) · New York Balanced Pool Asia III, LP (2018 Vintage)

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

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New Mountain Partnersd Fund VII (2023 Vintage)
OCTACF-CA (OCTA Custodial Retiree Medical Trust): $3.0M · CAFR / Board Packet (OCTACF CA 2024 ACFR, p.34)
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $72.5M · SEC Form ADV 7.B

Additional shared vehicles: New York Balanced Pool Asia Investors IV, LP (2021 Vintage) · New York Balanced Pool Asia III, LP (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+384 Additional Institutional LPs Report Shared Vehicles with OCTACF-CA (OCTA Custodial Retiree Medical Trust)

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for OCTACF-CA (OCTA Custodial Retiree Medical Trust)

You are viewing 5 open public preview records (out of 15 total tracked records for OCTACF-CA (OCTA Custodial Retiree Medical Trust)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (387 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by OCTACF-CA (OCTA Custodial Retiree Medical Trust)

Buyout LPs →Private Credit LPs →Growth Equity LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: OCTACF-CA (OCTA Custodial Retiree Medical Trust)

What type of institutional allocator is OCTACF-CA (OCTA Custodial Retiree Medical Trust) and what is their typical disclosed ticket size?

OCTACF-CA (OCTA Custodial Retiree Medical Trust) is categorized under Institutional Trust (Regional Roadshow Hub: OCTA Custodial Retiree, CA; Headquarters: OCTA Custodial Retiree, CA). Across 15 historical disclosure records tracked on Prilago ($48.4M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $1.7M to $15.1M).

Which private-market strategies appear in OCTACF-CA (OCTA Custodial Retiree Medical Trust)'s public disclosures?

OCTACF-CA (OCTA Custodial Retiree Medical Trust) has disclosed records across Buyout, Private Credit, Growth Equity, Private Equity, Venture Capital. Open preview records include New Mountain Partnersd Fund VII (2023 Vintage), New York Balanced Pool Asia Investors IV, LP (2021 Vintage), New York Balanced Pool Asia III, LP (2018 Vintage), Custodial Fund OCTA Global Public Equity (2024 Vintage).

How are OCTACF-CA (OCTA Custodial Retiree Medical Trust)'s historical records substantiated and separated from active searches on Prilago?

Records for OCTACF-CA (OCTA Custodial Retiree Medical 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 OCTACF-CA (OCTA Custodial Retiree Medical Trust)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/octacf-ca-octa-custodial-retiree-medical-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 OCTACF-CA (OCTA Custodial Retiree Medical Trust)?

In Prilago's bilateral commitment graph, OCTACF-CA (OCTA Custodial Retiree Medical Trust) shares resolved underlying fund vehicles with 387 institutional LPs across 13 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 Jmt Charitable Foundation (4 shared vehicles, e.g. Technology Crossover Ventures XII (2025 Vintage)), New York State Common Retirement Fund (3 shared vehicles, e.g. New York Balanced Pool Asia Investors IV, LP (2021 Vintage)), Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. New Mountain Partnersd Fund VII (2023 Vintage)).

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