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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

The Werner Family Foundation

$0.0B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($15.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$15.5M
Total AUM: $0.0B
Median Holding / Carrying Value
$969K
Range: $429K – $3.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 1 Disclosed Strategies
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 — The Werner Family Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Msa Aaa Investors LP Buyout 2024
$3.4M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Msa Collateral Partners LLC Buyout 2024
$2.0M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Millstreet Credit Offshore Buyout 2024
$1.7M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Msa Enterprises (Parallel) LPParallel Vehicle Buyout 2024
$1.7M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Msa Buckeye Investors LP Buyout 2024
$1.5M
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — The Werner Family Foundation

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Werner Family Foundation

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Werner Family Foundation (3 shared vehicles tracked; showing top 1 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 3 Shared Vehicles

Main Street Advisors

Family Office / MFO California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Msa Collateral Partners LLC (2024 Vintage)
The Werner Family Foundation: $2.0M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Main Street Advisors: $71.7M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Msa Enterprises LP (2024 Vintage) · Msa Acceleration Partners LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for The Werner Family Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for The Werner Family Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by The Werner Family Foundation

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Frequently Asked Questions: The Werner Family Foundation

What type of institutional allocator is The Werner Family Foundation and what is their typical disclosed ticket size?

The Werner Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 12 historical disclosure records tracked on Prilago ($15.5M total parsed USD across disclosed rows), the median disclosed amount is $969K (range: $429K to $3.4M).

Which private-market strategies appear in The Werner Family Foundation's public disclosures?

The Werner Family Foundation has disclosed records across Buyout. Open preview records include Msa Aaa Investors LP (2024 Vintage), Msa Collateral Partners LLC (2024 Vintage), Millstreet Credit Offshore (2024 Vintage), Msa Enterprises (Parallel) LP (2024 Vintage).

How are The Werner Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for The Werner Family Foundation cite primary public disclosures (IRS Form 990 Sched D), 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 The Werner Family Foundation's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside The Werner Family Foundation?

In Prilago's bilateral commitment graph, The Werner Family Foundation shares resolved underlying fund vehicles with 1 institutional LPs across 3 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 Main Street Advisors (3 shared vehicles, e.g. Msa Collateral Partners LLC (2024 Vintage)).

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