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Public Pension Plan CAFR / Board Packet Roadshow Hub: Surfside, FL HQ: Surfside, FL

SERP-FL (Town of Surfside Retirement Plan)

$0.2B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($48.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Multi-Strategy, Venture Capital, Real Estate, Co-Investment (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$48.0M
Total AUM: $0.2B
Median Holding / Carrying Value
$2.6M
Range: $150K – $15.1M
Disclosed Fund Multiples
9.8% Mean IRR (n=2) · 1.69x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — SERP-FL (Town of Surfside Retirement Plan)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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 Holding / Invested Value Disclosed Performance Primary Source Trail
Blockchain VI Venture Capital 2025
$2.0M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.64)
Blue Bay Direct Lending Fund III Private Credit 2018
$3.0M
Historical commitment · As of December 2025
 Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.64)
Collective Investment Trust Infrastructure (Surfside Plan) Infrastructure 2024
$3.6M
Historical commitment · As of December 2025
 Commitment Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.64)
Core Real Estate Fund at NAV (Town of Surfside Plan) Real Estate 2024
$2.6M
Historical commitment · As of December 2025
 Commitment Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.64)
Real Estate Investment Trusts (Town of Surfside Plan) Real Estate 2025
$150K
Reported holding / fair value (not original commitment) · As of December 2025
 Holding / Fair Value Substantiated · Multiples Not Disclosed on Schedule Inspect Source · CAFR / Board Packet (PDF p.63)

Forward-Looking Searches, Pacing Plans & Governance Updates — SERP-FL (Town of Surfside Retirement Plan)

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

Allocation-Policy / Pacing Update

SERP-FL (Town of Surfside Retirement Plan) (Surfside, FL) committed $1.7M to IP XIII CoInvest N, L.P. (Co-Investment sleeve) under its 2025 private markets pacing program ($5.4M allocation gap toward a 12.0% target, advised by Mariner Institutional (AndCo Consulting)).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-10

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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 — SERP-FL (Town of Surfside Retirement Plan)

97 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as SERP-FL (Town of Surfside Retirement Plan) (4 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

Brandywine Global Investment Management

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blockchain VI (2023 Vintage)
SERP-FL (Town of Surfside Retirement Plan): $2.0M · CAFR / Board Packet (SERP FL 2024 ACFR, p.64)
Brandywine Global Investment Management: $49.2M · SEC Form ADV 7.B

Additional shared vehicles: Blue Bay Direct Lending Fund III (2018 Vintage)

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

Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Blue Bay Direct Lending Fund III (2018 Vintage)
SERP-FL (Town of Surfside Retirement Plan): $3.0M · CAFR / Board Packet (SERP FL 2024 ACFR, p.64)
Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account: $84.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blockchain VI (2023 Vintage)

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

Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blockchain VI (2023 Vintage)
SERP-FL (Town of Surfside Retirement Plan): $2.0M · CAFR / Board Packet (SERP FL 2024 ACFR, p.64)
Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory: $72.0M · SEC Form ADV 7.B

Additional shared vehicles: Blue Bay Direct Lending Fund III (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+94 Additional Institutional LPs Report Shared Vehicles with SERP-FL (Town of Surfside Retirement Plan)

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 SERP-FL (Town of Surfside Retirement Plan)

You are viewing 5 open public preview records (out of 14 total tracked records for SERP-FL (Town of Surfside Retirement Plan)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (97 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 SERP-FL (Town of Surfside Retirement Plan)

Private Credit LPs →Multi-Strategy LPs →Venture Capital LPs →Real Estate LPs →Co-Investment LPs →

Frequently Asked Questions: SERP-FL (Town of Surfside Retirement Plan)

What type of institutional allocator is SERP-FL (Town of Surfside Retirement Plan) and what is their typical disclosed ticket size?

SERP-FL (Town of Surfside Retirement Plan) is categorized under Public Pension Plan (Regional Roadshow Hub: Surfside, FL; Headquarters: Surfside, FL). Across 14 historical disclosure records tracked on Prilago ($48.0M total parsed USD across disclosed rows), the median disclosed amount is $2.6M (range: $150K to $15.1M).

Which private-market strategies appear in SERP-FL (Town of Surfside Retirement Plan)'s public disclosures?

SERP-FL (Town of Surfside Retirement Plan) has disclosed records across Private Credit, Multi-Strategy, Venture Capital, Real Estate, Co-Investment. Open preview records include Blockchain VI (2025 Vintage), Blue Bay Direct Lending Fund III (2018 Vintage), Collective Investment Trust Infrastructure (Surfside Plan) (2024 Vintage), Core Real Estate Fund at NAV (Town of Surfside Plan) (2024 Vintage).

How are SERP-FL (Town of Surfside Retirement Plan)'s historical records substantiated and separated from active searches on Prilago?

Records for SERP-FL (Town of Surfside Retirement Plan) 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 SERP-FL (Town of Surfside Retirement Plan)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/serp-fl-town-of-surfside-retirement-plan or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside SERP-FL (Town of Surfside Retirement Plan)?

In Prilago's bilateral commitment graph, SERP-FL (Town of Surfside Retirement Plan) shares resolved underlying fund vehicles with 97 institutional LPs across 4 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 Brandywine Global Investment Management (2 shared vehicles, e.g. Blockchain VI (2023 Vintage)), Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account (2 shared vehicles, e.g. Blue Bay Direct Lending Fund III (2018 Vintage)), Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory (2 shared vehicles, e.g. Blockchain VI (2023 Vintage)).

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