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Institutional Trust CAFR / Board Packet Roadshow Hub: Palm Beach, FL HQ: Palm Beach, FL

TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

$0.2B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($58.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Multi-Strategy, Private Equity, Private Credit, Real Estate (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
$58.5M
Total AUM: $0.2B
Median Holding / Carrying Value
$2.2M
Range: $600K – $21.4M
Disclosed Fund Multiples
12.8% Mean IRR (n=2) · 1.93x 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 — TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

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
Private Advisors Small Company VIII Buyout 2018
$2.5M
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.73)
Private Advisors Small Company VII Buyout 2017
$2.2M
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.73)
Domestic Equity Mutual Funds (Town of Palm Beach Trust) Multi-Strategy 2024
$21.4M
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.73)
Fixed Income Securities Portfolio (Town of Palm Beach) Private Credit 2024
$15.7M
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.73)
U.S. Real Estate Investment Fund (Town of Palm Beach) Real Estate 2024
$2.4M
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.73)

Forward-Looking Searches, Pacing Plans & Governance Updates — TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

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

Allocation-Policy / Pacing Update

TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) (Institutional Trust, $0.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.3% Actual; $5.9M Unallocated Target Bandwidth). Florida Chapter 175/185 Municipal Retirement Trust deploying capital across Real Estate, Public Equities, Private Credit under board fiduciary oversight with Mariner Institutional (AndCo Consulting). Gatekeeper / Intake Conduit: Mariner Institutional (AndCo Consulting).

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 — TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

202 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) (7 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 2 Shared Vehicles

CMERS (Milwaukee City Employees)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Private Advisors Small Company VIII (2018 Vintage)
TPBOPEB-FL (Town of Palm Beach OPEB & Retirement): $2.5M · CAFR / Board Packet (TPBOPEB FL 2024 ACFR, p.73)
CMERS (Milwaukee City Employees): $15.8M (Holding / Fair Value) · CAFR / Board Packet (CMERS 4Q25 Executive Summary, p.9)

Additional shared vehicles: Private Advisors Small Company VII (2017 Vintage)

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

Epoch Investment Partners, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Private Advisors Small Company VII (2017 Vintage)
TPBOPEB-FL (Town of Palm Beach OPEB & Retirement): $2.2M · CAFR / Board Packet (TPBOPEB FL 2024 ACFR, p.73)
Epoch Investment Partners, Inc.: $101.5M · SEC Form ADV 7.B

Additional shared vehicles: Private Advisors Small Company VIII (2018 Vintage)

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

Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account

Insurance Company Chattanooga, TN
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Private Advisors Small Company VIII (2018 Vintage)
TPBOPEB-FL (Town of Palm Beach OPEB & Retirement): $2.5M · CAFR / Board Packet (TPBOPEB FL 2024 ACFR, p.73)
Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account: $34.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Private Advisors Small Company VII (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+199 Additional Institutional LPs Report Shared Vehicles with TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

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Request Pilot Access to Full Workspace Data for TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

You are viewing 5 open public preview records (out of 14 total tracked records for TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)) 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 (202 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 TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

Buyout LPs →Multi-Strategy LPs →Private Equity LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)

What type of institutional allocator is TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) and what is their typical disclosed ticket size?

TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) is categorized under Institutional Trust (Regional Roadshow Hub: Palm Beach, FL; Headquarters: Palm Beach, FL). Across 14 historical disclosure records tracked on Prilago ($58.5M total parsed USD across disclosed rows), the median disclosed amount is $2.2M (range: $600K to $21.4M).

Which private-market strategies appear in TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)'s public disclosures?

TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) has disclosed records across Buyout, Multi-Strategy, Private Equity, Private Credit, Real Estate. Open preview records include Private Advisors Small Company VIII (2018 Vintage), Private Advisors Small Company VII (2017 Vintage), Domestic Equity Mutual Funds (Town of Palm Beach Trust) (2024 Vintage), Fixed Income Securities Portfolio (Town of Palm Beach) (2024 Vintage).

How are TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)'s historical records substantiated and separated from active searches on Prilago?

Records for TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) 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 TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/tpbopeb-fl-town-of-palm-beach-opeb-and-retirement or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside TPBOPEB-FL (Town of Palm Beach OPEB & Retirement)?

In Prilago's bilateral commitment graph, TPBOPEB-FL (Town of Palm Beach OPEB & Retirement) shares resolved underlying fund vehicles with 202 institutional LPs across 7 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 CMERS (Milwaukee City Employees) (2 shared vehicles, e.g. Private Advisors Small Company VIII (2018 Vintage)), Epoch Investment Partners, Inc. (2 shared vehicles, e.g. Private Advisors Small Company VII (2017 Vintage)), Chickamauga Great Miami Bernstein Mutual & Casualty Insurance General Account (2 shared vehicles, e.g. Private Advisors Small Company VIII (2018 Vintage)).

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