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Public Pension Plan CAFR / Board Packet Roadshow Hub: Sacramento, CA HQ: Sacramento, CA

Sonoma County (SCERA)

$3.5B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($1.77B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Private Equity, Real Estate, Infrastructure, Real Assets (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$1.77B
Total AUM: $3.5B
Median Holding / Carrying Value
$100.0M
Range: $14.7M – $156.9M
Disclosed Fund Multiples
9.6% Mean IRR (n=16) · 1.62x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2024–2025)
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 — Sonoma County (SCERA)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
KSL Capital Partners CV II 3, LP Buyout 2023
$116.8M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.63)
KSL Capital Partners VII Real Estate 2023
$53.8M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.63)
KPS Mid Cap I Private Equity 2023
$40.0M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.63)
KSL Capital Partners Credit Opportunities Fund IV, LP Private Credit 2022
$15.5M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.63)
KSL Capital Partners Tactical Opportunities Fund I, LP Private Credit 2021
$108.2M
Reported holding / fair value (not original commitment) · As of December 2025
Page Anchor Mismatch · Not Yet Page-Verified Inspect Source · CAFR / Board Packet (PDF p.63)

Forward-Looking Searches, Pacing Plans & Governance Updates — Sonoma County (SCERA)

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

Allocation-Policy / Pacing Update

Sonoma County (SCERA) (Public Pension Plan, $3.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.8% vs. 10.9% Actual; $101.5M Unallocated Target Bandwidth). Active FY2026 public pension pacing targeting Infrastructure, Real Estate, Real Assets with quarterly investment committee allocations and re-up commitments. Gatekeeper / Intake Conduit: Callan.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 — Sonoma County (SCERA)

292 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sonoma County (SCERA) (16 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 7 Shared Vehicles

Cherokee Strip Breckenridge Alderwood Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Capital Partners CV II 3, LP (2023 Vintage)
Sonoma County (SCERA): $116.8M · CAFR / Board Packet (SCERA 2024 ACFR, p.63)
Cherokee Strip Breckenridge Alderwood Industrial Consolidated Master Retirement Trust: $53.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KSL Capital Partners VII (2023 Vintage) · KPS Mid Cap I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KSL Capital Partners VII (2023 Vintage)
Sonoma County (SCERA): $53.8M · CAFR / Board Packet (SCERA 2024 ACFR, p.63)
Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory: $98.5M · SEC Form ADV 7.B

Additional shared vehicles: KSL Capital Partners CV II 3, LP (2023 Vintage) · KPS Mid Cap I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust

Institutional Trust California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KPS Mid Cap I (2023 Vintage)
Sonoma County (SCERA): $40.0M · CAFR / Board Packet (SCERA 2024 ACFR, p.63)
Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: KSL Capital Partners CV II 3, LP (2023 Vintage) · KSL Capital Partners VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+289 Additional Institutional LPs Report Shared Vehicles with Sonoma County (SCERA)

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 Sonoma County (SCERA)

You are viewing 5 open public preview records (out of 19 total tracked records for Sonoma County (SCERA)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (292 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 Sonoma County (SCERA)

Frequently Asked Questions: Sonoma County (SCERA)

What type of institutional allocator is Sonoma County (SCERA) and what is their typical disclosed ticket size?

Sonoma County (SCERA) is categorized under Public Pension Plan (Regional Roadshow Hub: Sacramento, CA; Headquarters: Sacramento, CA). Across 19 historical disclosure records tracked on Prilago ($1.77B total parsed USD across disclosed rows), the median disclosed amount is $100.0M (range: $14.7M to $156.9M).

Which private-market strategies appear in Sonoma County (SCERA)'s public disclosures?

Sonoma County (SCERA) has disclosed records across Private Credit, Private Equity, Real Estate, Infrastructure, Real Assets. Open preview records include KSL Capital Partners CV II 3, LP (2023 Vintage), KSL Capital Partners VII (2023 Vintage), KPS Mid Cap I (2023 Vintage), KSL Capital Partners Credit Opportunities Fund IV, LP (2022 Vintage).

How are Sonoma County (SCERA)'s historical records substantiated and separated from active searches on Prilago?

Records for Sonoma County (SCERA) 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 Sonoma County (SCERA)'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Sonoma County (SCERA)?

In Prilago's bilateral commitment graph, Sonoma County (SCERA) shares resolved underlying fund vehicles with 292 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 Cherokee Strip Breckenridge Alderwood Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. KSL Capital Partners CV II 3, LP (2023 Vintage)), Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. KSL Capital Partners VII (2023 Vintage)), Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust (7 shared vehicles, e.g. KPS Mid Cap I (2023 Vintage)).

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