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Public Pension Plan CAFR / Board Packet Roadshow Hub: California HQ: San Jose, CA

San Jose Federated (FCERS)

$3.1B Total AUM · Institutional LP profile covering 85 historical fund disclosure records ($1.10B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Real Assets, Venture Capital, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
85
5 Open Source Trails Below
Sum of Disclosed Rows
$1.10B
Total AUM: $3.1B
Median Disclosed Amount
$7.5M
Range: $1.2M – $174.3M
Disclosed Fund Multiples
10.6% Mean IRR (n=43) · 1.25x Mean TVPI (n=76)
Unweighted mean of disclosed funds (not portfolio return · As-of 2024)

Historical Fund Disclosures — San Jose Federated (FCERS)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 85 total tracked records (+80 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
Octagon Fund V Private Credit 2023
$8.0M
Historical commitment · As of December 2024
 1.16x TVPI · 1.16x DPI · As of December 2024 Inspect Source · CAFR / Board Packet (PDF p.7)
Primary Wave 4 Real Assets 2023
$7.0M
Historical commitment · As of December 2024
 1.03x TVPI · 0.07x DPI · As of December 2024 Inspect Source · CAFR / Board Packet (PDF p.13)
Silver Point SC III Private Credit 2023
$7.0M
Historical commitment · As of December 2024
 1.11x TVPI · 0.07x DPI · As of December 2024 Inspect Source · CAFR / Board Packet (PDF p.7)
Orion Mine IV Real Assets 2023
$5.0M
Historical commitment · As of December 2024
 1.19x TVPI · 0.41x DPI · As of December 2024 Inspect Source · CAFR / Board Packet (PDF p.13)
Charlesbank C. III Private Credit 2023
$5.0M
Historical commitment · As of December 2024
 1.18x TVPI · 0.36x DPI · As of December 2024 Inspect Source · CAFR / Board Packet (PDF p.7)

Forward-Looking Searches, Pacing Plans & Governance Updates — San Jose Federated (FCERS)

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

Public Filing / Commitment Disclosure

San Jose Federated (FCERS) disclosed 36 verified private-market mandates totaling $243.0M (median commitment $7.0M) across Real Assets, Private Credit, Real Estate, led by Cloud Capital II ($8.0M), TPG AG Credit III ($7.0M), Strategic Special VI ($7.0M).

Historical commitment or filing update — NOT an open RFP or active search · Recorded 2025-06-30

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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 — San Jose Federated (FCERS)

930 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as San Jose Federated (FCERS) (75 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 68 Shared Vehicles

San Jose Police and Fire Department Retirement Plan

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Special VI (2025 Vintage)
San Jose Federated (FCERS): $7.0M · CAFR / Board Packet (SJ Fed Doc2, p.7)
San Jose Police and Fire Department Retirement Plan: $28.0M · CAFR / Board Packet (1Q2025%20PF%20Private%20Markets%20Performance, p.7)

Additional shared vehicles: Hull Street III (2024 Vintage) · Arbour Lane IV (2024 Vintage)

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

San Marino San Marino Chickamauga Sovereign Strategic Investment Fund

Sovereign Wealth Fund San Marino, San
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crestline Co-Inv. II (2021 Vintage)
San Jose Federated (FCERS): $1.9M · CAFR / Board Packet (SJ Fed Doc2, p.12)
San Marino San Marino Chickamauga Sovereign Strategic Investment Fund: $33.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crestline Fund II (2020 Vintage) · Cross Ocean ESS III (2019 Vintage)

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

Cheyenne Mountain Clinches Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Colorado Springs, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Octagon Fund V (2023 Vintage)
San Jose Federated (FCERS): $8.0M · CAFR / Board Packet (SJ Fed Doc2, p.7)
Cheyenne Mountain Clinches Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $142.0M · SEC Form ADV 7.B

Additional shared vehicles: Orion Mine IV (2023 Vintage) · Invesco Credit III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+927 Additional Institutional LPs Report Shared Vehicles with San Jose Federated (FCERS)

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

Request Pilot Access to Full Workspace Data for San Jose Federated (FCERS)

You are viewing 5 open public preview records (out of 85 total tracked records for San Jose Federated (FCERS)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 85 tracked historical disclosure records (+80 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (930 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 San Jose Federated (FCERS)

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

Frequently Asked Questions: San Jose Federated (FCERS)

What type of institutional allocator is San Jose Federated (FCERS) and what is their typical disclosed ticket size?

San Jose Federated (FCERS) is categorized under Public Pension Plan (Regional Roadshow Hub: California; Headquarters: San Jose, CA). Across 85 historical disclosure records tracked on Prilago ($1.10B total parsed USD across disclosed rows), the median disclosed amount is $7.5M (range: $1.2M to $174.3M).

Which private-market strategies appear in San Jose Federated (FCERS)'s public disclosures?

San Jose Federated (FCERS) has disclosed records across Private Credit, Real Estate, Real Assets, Venture Capital, Private Equity. Open preview records include Octagon Fund V (2023 Vintage), Primary Wave 4 (2023 Vintage), Silver Point SC III (2023 Vintage), Orion Mine IV (2023 Vintage).

How are San Jose Federated (FCERS)'s historical records substantiated and separated from active searches on Prilago?

Records for San Jose Federated (FCERS) 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 San Jose Federated (FCERS)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/san-jose-federated-fcers or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside San Jose Federated (FCERS)?

In Prilago's bilateral commitment graph, San Jose Federated (FCERS) shares resolved underlying fund vehicles with 930 institutional LPs across 75 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 San Jose Police and Fire Department Retirement Plan (68 shared vehicles, e.g. Strategic Special VI (2025 Vintage)), San Marino San Marino Chickamauga Sovereign Strategic Investment Fund (5 shared vehicles, e.g. Crestline Co-Inv. II (2021 Vintage)), Cheyenne Mountain Clinches Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. Octagon Fund V (2023 Vintage)).

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