Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: The Woodlands, TX HQ: The Woodlands, TX

Summa

$1.4B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($137.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Private Credit, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$137.4M
Total AUM: $1.4B
Median Disclosed Amount
$8.4M
Range: $2.0M – $11.4M
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 — Summa

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 Power Opportunities Fund VI LPAdviser 7.B Vehicle Infrastructure 2025
$10.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Baring Private Equity Asia Fund VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$9.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Debt & LBO Fund IIAdviser 7.B Vehicle Buyout 2025
$9.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Energy Capital Venture Fund IVAdviser 7.B Vehicle Venture Capital 2024
$7.5M
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
Tenex Capital Partners IV, L.P.Adviser 7.B Vehicle Buyout 2024
$9.4M
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 — Summa

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

Allocation-Policy / Pacing Update

Summa (Family Office / MFO, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $39.3M Unallocated Target Bandwidth). SEC Form ADV (801-107935, CRD #113091) verified $1.40B 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 2025-03-02

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Summa

505 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Summa (18 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 6 Shared Vehicles

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New Mountain Partnersd Fund VII (2023 Vintage)
Summa: $6.0M · SEC Form ADV 7.B
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $72.5M · SEC Form ADV 7.B

Additional shared vehicles: New York Credit SBIC Fund II, LP (2022 Vintage) · New York Balanced Pool Asia Investors IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Investure

OCIO / Wealth RIA Charlottesville, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Credit SBIC Fund II, LP (2022 Vintage)
Summa: $7.5M · SEC Form ADV 7.B
Investure: $76.0M · SEC Form ADV 7.B

Additional shared vehicles: New Mountain Partnersd Fund VII (2023 Vintage) · New York Balanced Pool Asia Investors IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Balanced Pool Asia Investors IV, LP (2021 Vintage)
Summa: $4.8M · SEC Form ADV 7.B
Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust: $20.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: New Mountain Partnersd Fund VII (2023 Vintage) · New York Credit SBIC Fund II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+502 Additional Institutional LPs Report Shared Vehicles with Summa

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Summa

You are viewing 5 open public preview records (out of 18 total tracked records for Summa) 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 (505 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Summa and our interactive GP workspace.

Strategies Disclosed by Summa

Buyout LPs →Venture Capital LPs →Private Equity LPs →Private Credit LPs →Infrastructure LPs →

Frequently Asked Questions: Summa

What type of institutional allocator is Summa and what is their typical disclosed ticket size?

Summa is categorized under Family Office / MFO (Regional Roadshow Hub: The Woodlands, TX; Headquarters: The Woodlands, TX). Across 18 historical disclosure records tracked on Prilago ($137.4M total parsed USD across disclosed rows), the median disclosed amount is $8.4M (range: $2.0M to $11.4M).

Which private-market strategies appear in Summa's public disclosures?

Summa has disclosed records across Buyout, Venture Capital, Private Equity, Private Credit, Infrastructure. Open preview records include Oaktree Power Opportunities Fund VI LP (2025 Vintage), Baring Private Equity Asia Fund VIII, L.P. (2025 Vintage), H.I.G. Bayside Debt & LBO Fund II (2025 Vintage), EnCap Energy Capital Venture Fund IV (2024 Vintage).

How are Summa's historical records substantiated and separated from active searches on Prilago?

Records for Summa 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 Summa's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Summa?

In Prilago's bilateral commitment graph, Summa shares resolved underlying fund vehicles with 505 institutional LPs across 18 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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. New Mountain Partnersd Fund VII (2023 Vintage)), Investure (6 shared vehicles, e.g. New York Credit SBIC Fund II, LP (2022 Vintage)), Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust (6 shared vehicles, e.g. New York Balanced Pool Asia Investors IV, LP (2021 Vintage)).

Related Family Office / MFO & The Woodlands, TX Institutional LPs

Brighton Jones (32)Btg Pactual Asset Management US (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)Rwa Wealth Partners (32)Sequoia Financial Group (32)Silvercrest Asset Management Group (32)Tethys SAS (Bettencourt Meyers Family Office) (32)