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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Minneapolis, MN

Okabena Investment Services

$1.9B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($160.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Venture Capital, Distressed / Special Situations (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$160.2M
Total AUM: $1.9B
Median Disclosed Amount
$9.8M
Range: $4.0M – $13.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Okabena Investment Services

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Lindsay Goldberg VI Empire Co-Inv. LPAdviser 7.B Vehicle Private Equity 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
Tenex Capital Partners IV, L.P.Adviser 7.B Vehicle Buyout 2025
$10.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Special Opportunities IIIAdviser 7.B Vehicle Distressed / Special Situations 2025
$10.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Creandum VIIAdviser 7.B Vehicle Venture Capital 2024
$9.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Serent Capital VAdviser 7.B Vehicle Buyout 2023
$7.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Okabena Investment Services

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

Allocation-Policy / Pacing Update

Okabena Investment Services (Family Office / MFO, $1.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.7% Actual; $5.7M Unallocated Target Bandwidth). SEC Form ADV (801-47929, CRD #111162) verified $1.89B discretionary AUM (Item 5.G.(12) External Private Manager Selection + 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 2025-03-22

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Okabena Investment Services

523 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Okabena Investment Services (17 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 5 Shared Vehicles

Calcasieu Candlelight Sterling Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pamlico Capital V (2021 Vintage)
Okabena Investment Services: $10.2M · SEC Form ADV 7.B
Calcasieu Candlelight Sterling Private Markets Primary & GP Seeder Fund-of-Funds: $148.8M · SEC Form ADV 7.B

Additional shared vehicles: Pan-Europe Infrastructure III, L.P. (2020 Vintage) · Pan-European Infrastructure Fund III (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Cranbrook Evangeline Macallister Mutual & Casualty Insurance General Account

Insurance Company Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pan-Europe Infrastructure III, L.P. (2020 Vintage)
Okabena Investment Services: $9.0M · SEC Form ADV 7.B
Cranbrook Evangeline Macallister Mutual & Casualty Insurance General Account: $80.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pamlico Capital V (2021 Vintage) · Pan-European Infrastructure Fund III (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pan-European Infrastructure Fund III (2020 Vintage)
Okabena Investment Services: $7.0M · SEC Form ADV 7.B
Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds: $94.0M · SEC Form ADV 7.B

Additional shared vehicles: Pamlico Capital V (2021 Vintage) · Pan-Europe Infrastructure III, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+520 Additional Institutional LPs Report Shared Vehicles with Okabena Investment Services

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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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 17 total tracked records for Okabena Investment Services) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (523 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Okabena Investment Services

Buyout LPs →Real Estate LPs →Private Equity LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Okabena Investment Services

What type of institutional allocator is Okabena Investment Services and what is their typical disclosed ticket size?

Okabena Investment Services is categorized under Family Office / MFO (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Minneapolis, MN). Across 17 historical disclosure records tracked on Prilago ($160.2M total parsed USD across disclosed rows), the median disclosed amount is $9.8M (range: $4.0M to $13.2M).

Which private-market strategies appear in Okabena Investment Services's public disclosures?

Okabena Investment Services has disclosed records across Buyout, Real Estate, Private Equity, Venture Capital, Distressed / Special Situations. Open preview records include Lindsay Goldberg VI Empire Co-Inv. LP (2025 Vintage), Tenex Capital Partners IV, L.P. (2025 Vintage), Ares Special Opportunities III (2025 Vintage), Creandum VII (2024 Vintage).

How are Okabena Investment Services's historical records substantiated and separated from active searches on Prilago?

Records for Okabena Investment Services 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 Okabena Investment Services's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Okabena Investment Services?

In Prilago's bilateral commitment graph, Okabena Investment Services shares resolved underlying fund vehicles with 523 institutional LPs across 17 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 Calcasieu Candlelight Sterling Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. Pamlico Capital V (2021 Vintage)), Cranbrook Evangeline Macallister Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Pan-Europe Infrastructure III, L.P. (2020 Vintage)), Bannockburn Edina Alderwood Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. Pan-European Infrastructure Fund III (2020 Vintage)).

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