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

Oneascent Family Offices

$0.5B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($82.2M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, Growth 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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$82.2M
Total AUM: $0.5B
Median Disclosed Amount
$4.5M
Range: $2.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Oneascent Family Offices

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Oaktree Real Estate Opportunity Fund IXAdviser 7.B Vehicle Private Credit 2025
$4.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lone Star Fund X (U.S), LPAdviser 7.B Vehicle Buyout 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pennybacker VI LPAdviser 7.B Vehicle Real Estate 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Harrison Street Real Estate Core Property Fund, L.P.Adviser 7.B Vehicle Real Estate 2024
$4.5M
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
Terracap Partners IV LPAdviser 7.B Vehicle Real Estate 2024
$3.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Oneascent Family Offices

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

Allocation-Policy / Pacing Update

Oneascent Family Offices (OCIO / Wealth RIA, $0.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.2% Actual; $14.3M Unallocated Target Bandwidth). SEC Form ADV (801-126924, CRD #323305) verified $0.51B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-02-24

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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 — Oneascent Family Offices

486 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Oneascent Family Offices (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 5 Shared Vehicles

Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker V (2024 Vintage)
Oneascent Family Offices: $6.2M · SEC Form ADV 7.B
Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust: $62.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pennybacker VI (2024 Vintage) · Pemba Capital Fund II, LP (2022 Vintage)

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

Jacobs Levy Equity Management

OCIO / Wealth RIA Florham Park, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker VI (2024 Vintage)
Oneascent Family Offices: $5.8M · SEC Form ADV 7.B
Jacobs Levy Equity Management: $74.5M · SEC Form ADV 7.B

Additional shared vehicles: Pennybacker V (2024 Vintage) · Pemba Capital Fund II, LP (2022 Vintage)

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

LSERS (Louisiana School Retirement)

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Opportunity Fund II (2022 Vintage)
Oneascent Family Offices: $3.9M · SEC Form ADV 7.B
LSERS (Louisiana School Retirement): $20.3M (Holding / Fair Value) · CAFR / Board Packet (LSERS Performance 2026, p.12)

Additional shared vehicles: Pennybacker V (2024 Vintage) · Pennybacker VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+483 Additional Institutional LPs Report Shared Vehicles with Oneascent Family Offices

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 18 total tracked records for Oneascent Family Offices) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (486 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 Oneascent Family Offices

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

Frequently Asked Questions: Oneascent Family Offices

What type of institutional allocator is Oneascent Family Offices and what is their typical disclosed ticket size?

Oneascent Family Offices is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Birmingham, AL). Across 18 historical disclosure records tracked on Prilago ($82.2M total parsed USD across disclosed rows), the median disclosed amount is $4.5M (range: $2.0M to $7.5M).

Which private-market strategies appear in Oneascent Family Offices's public disclosures?

Oneascent Family Offices has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Growth Equity. Open preview records include Oaktree Real Estate Opportunity Fund IX (2025 Vintage), Lone Star Fund X (U.S), LP (2025 Vintage), Pennybacker VI LP (2025 Vintage), Harrison Street Real Estate Core Property Fund, L.P. (2024 Vintage).

How are Oneascent Family Offices's historical records substantiated and separated from active searches on Prilago?

Records for Oneascent Family Offices 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 Oneascent Family Offices's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Oneascent Family Offices?

In Prilago's bilateral commitment graph, Oneascent Family Offices shares resolved underlying fund vehicles with 486 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 Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. Pennybacker V (2024 Vintage)), Jacobs Levy Equity Management (5 shared vehicles, e.g. Pennybacker VI (2024 Vintage)), LSERS (Louisiana School Retirement) (4 shared vehicles, e.g. Lightspeed Opportunity Fund II (2022 Vintage)).

Related OCIO / Wealth RIA & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)