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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: New Orleans, LA

Stokes Family Office

$3.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($262.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Growth Equity, Venture Capital, Private Credit (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$262.1M
Total AUM: $3.4B
Median Disclosed Amount
$14.0M
Range: $5.0M – $19.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Stokes Family Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Sixth Street Growth Partners (A), LPAdviser 7.B Vehicle Growth Equity 2025
$17.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Jungle Ventures Fund V, L.P.Adviser 7.B Vehicle Venture Capital 2025
$16.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
OrbiMed Royalty Credit Opps VAdviser 7.B Vehicle Private Credit 2025
$14.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Whitman Peterson Fund VAdviser 7.B Vehicle Real Estate 2024
$14.6M
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
Millennium USA LPAdviser 7.B Vehicle Buyout 2023
$10.0M
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 — Stokes Family Office

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

Allocation-Policy / Pacing Update

Stokes Family Office (Family Office / MFO, $3.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $93.9M Unallocated Target Bandwidth). SEC Form ADV (801-115261, CRD #300899) verified $3.35B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-02-09

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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 — Stokes Family Office

413 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Stokes Family Office (22 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 8 Shared Vehicles

Coweta Copper Country Beaumont Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mubadala Capital Partners Fund I (2023 Vintage)
Stokes Family Office: $8.5M · SEC Form ADV 7.B
Coweta Copper Country Beaumont Mutual & Casualty Insurance General Account: $83.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Muir Woods Partners, L.P. (2023 Vintage) · NB Secondary Opportunities Fund V (2022 Vintage)

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

Cheshire Glastonbury Montague Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Muir Woods Partners, L.P. (2023 Vintage)
Stokes Family Office: $6.0M · SEC Form ADV 7.B
Cheshire Glastonbury Montague Mutual & Casualty Insurance General Account: $58.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: NB Secondary Opportunities Fund V (2022 Vintage) · NB Secondary Opp Fund V (2022 Vintage)

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

CPP Investments (CPPIB)

Public Pension Plan Toronto, ON
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NB Secondary Opportunities Fund V (2022 Vintage)
Stokes Family Office: $9.2M · SEC Form ADV 7.B
CPP Investments (CPPIB): $250.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Muir Woods Partners, L.P. (2023 Vintage) · NB Secondary Opp Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+410 Additional Institutional LPs Report Shared Vehicles with Stokes Family Office

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 22 total tracked records for Stokes Family Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (413 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 Stokes Family Office

Buyout LPs →Secondaries LPs →Growth Equity LPs →Venture Capital LPs →Private Credit LPs →

Frequently Asked Questions: Stokes Family Office

What type of institutional allocator is Stokes Family Office and what is their typical disclosed ticket size?

Stokes Family Office is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: New Orleans, LA). Across 22 historical disclosure records tracked on Prilago ($262.1M total parsed USD across disclosed rows), the median disclosed amount is $14.0M (range: $5.0M to $19.7M).

Which private-market strategies appear in Stokes Family Office's public disclosures?

Stokes Family Office has disclosed records across Buyout, Secondaries, Growth Equity, Venture Capital, Private Credit. Open preview records include Sixth Street Growth Partners (A), LP (2025 Vintage), Jungle Ventures Fund V, L.P. (2025 Vintage), OrbiMed Royalty Credit Opps V (2025 Vintage), Whitman Peterson Fund V (2024 Vintage).

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

Records for Stokes Family Office 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 Stokes Family Office's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Stokes Family Office?

In Prilago's bilateral commitment graph, Stokes Family Office shares resolved underlying fund vehicles with 413 institutional LPs across 22 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 Coweta Copper Country Beaumont Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Mubadala Capital Partners Fund I (2023 Vintage)), Cheshire Glastonbury Montague Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Muir Woods Partners, L.P. (2023 Vintage)), CPP Investments (CPPIB) (7 shared vehicles, e.g. NB Secondary Opportunities Fund V (2022 Vintage)).

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