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Insurance Company Allocator Webpage (Unanchored URL) Roadshow Hub: Ohio / Indiana HQ: Cincinnati, OH

Western & Southern Financial General Account

$76.0B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($2.50B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Growth Equity (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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$2.50B
Total AUM: $76.0B
Median Disclosed Amount
$75.5M
Range: $15.0M – $159.4M
Disclosed Fund Multiples
12.7% Mean IRR (n=25) · 1.63x Mean TVPI (n=25)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Western & Southern Financial General Account

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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 Disclosed Amount Disclosed Performance Primary Source Trail
Carmel Partners Investment Fund VII, L.P. Real Estate 2025
$159.4M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Magnetar Constellation Fund V Private Credit 2025
$149.7M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
GreenOak US III Real Estate 2025
$138.6M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Catalyst Fund Limited Partnership IV Buyout 2025
$132.2M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Origami Opportunities Fund V Buyout 2025
$131.7M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Western & Southern Financial General Account

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

Allocation-Policy / Pacing Update

Western & Southern Financial General Account (Insurance Company, $76.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 5.7% vs. 5.8% Actual; $-38.0M Unallocated Target Bandwidth). NAIC Schedule BA (NAIC Group 0836) General Account ($76.0B total invested assets; ~$4.3B Schedule BA Alternative LP allocation) deploying $10M-$60M checks into Capital-Efficient Private Credit, Mid-Market Buyout, Infrastructure & Real Estate. Gatekeeper / Intake Conduit: Mercer Alternatives.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Western & Southern Financial General Account

651 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Western & Southern Financial General Account (32 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 14 Shared Vehicles

First Pacific Advisors

OCIO / Wealth RIA El Segundo, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership V (2025 Vintage)
Western & Southern Financial General Account: $30.8M · Allocator Webpage (Unanchored URL)
First Pacific Advisors: $122.2M · SEC Form ADV 7.B

Additional shared vehicles: Catalyst Fund Limited Partnership IV (2023 Vintage) · Centerbridge Credit Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund

Sovereign Wealth Fund Antwerp, Flanders
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership IV (2023 Vintage)
Western & Southern Financial General Account: $132.2M · Allocator Webpage (Unanchored URL)
Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund: $44.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Catalyst Fund Limited Partnership V (2025 Vintage) · Centerbridge Credit Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership III (2023 Vintage)
Western & Southern Financial General Account: $55.0M · Allocator Webpage (Unanchored URL)
Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory: $31.0M · SEC Form ADV 7.B

Additional shared vehicles: Catalyst Fund Limited Partnership V (2025 Vintage) · Catalyst Fund Limited Partnership IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+648 Additional Institutional LPs Report Shared Vehicles with Western & Southern Financial General Account

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Western & Southern Financial General Account

You are viewing 5 open public preview records (out of 32 total tracked records for Western & Southern Financial General Account) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (651 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Western & Southern Financial General Account

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Western & Southern Financial General Account

What type of institutional allocator is Western & Southern Financial General Account and what is their typical disclosed ticket size?

Western & Southern Financial General Account is categorized under Insurance Company (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cincinnati, OH). Across 32 historical disclosure records tracked on Prilago ($2.50B total parsed USD across disclosed rows), the median disclosed amount is $75.5M (range: $15.0M to $159.4M).

Which private-market strategies appear in Western & Southern Financial General Account's public disclosures?

Western & Southern Financial General Account has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Growth Equity. Open preview records include Carmel Partners Investment Fund VII, L.P. (2025 Vintage), Magnetar Constellation Fund V (2025 Vintage), GreenOak US III (2025 Vintage), Catalyst Fund Limited Partnership IV (2025 Vintage).

How are Western & Southern Financial General Account's historical records substantiated and separated from active searches on Prilago?

Records for Western & Southern Financial General Account cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 Western & Southern Financial General Account's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/western-and-southern-financial-general-account or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Western & Southern Financial General Account?

In Prilago's bilateral commitment graph, Western & Southern Financial General Account shares resolved underlying fund vehicles with 651 institutional LPs across 32 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 First Pacific Advisors (14 shared vehicles, e.g. Catalyst Fund Limited Partnership V (2025 Vintage)), Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund (14 shared vehicles, e.g. Catalyst Fund Limited Partnership IV (2023 Vintage)), Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory (14 shared vehicles, e.g. Catalyst Fund Limited Partnership III (2023 Vintage)).

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