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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: West Palm Beach, FL HQ: West Palm Beach, FL

Whalerock Point Partners

$1.0B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($97.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Real Estate, Multi-Strategy (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$97.2M
Total AUM: $1.0B
Median Disclosed Amount
$6.9M
Range: $2.0M – $8.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Whalerock Point Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Lightspeed Select Partners VIAdviser 7.B Vehicle Venture Capital 2025
$7.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fairfield Multifamily Value Fund IVAdviser 7.B Vehicle Real Estate 2025
$7.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sapphire Emerging Ventures VIIAdviser 7.B Vehicle Venture Capital 2025
$6.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CBRE U.S. Core Partners, L.P.Adviser 7.B Vehicle Real Estate 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
H&F Investmenst IXAdviser 7.B Vehicle Buyout 2024
$6.9M
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 — Whalerock Point Partners

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

Allocation-Policy / Pacing Update

Whalerock Point Partners (Family Office / MFO, $1.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 20.2% Actual; $18.7M Unallocated Target Bandwidth). SEC Form ADV (801-66848, CRD #140781) verified $1.04B 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 2025-05-03

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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 — Whalerock Point Partners

532 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Whalerock Point Partners (16 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 4 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearlake Opportunities Partners III (2024 Vintage)
Whalerock Point Partners: $6.0M · SEC Form ADV 7.B
New York State Common Retirement Fund: $250.0M · CAFR / Board Packet (NYSCRF PE Commitments)

Additional shared vehicles: Sixth Street Opportunities Partners V (A), LP (2022 Vintage) · Madison CV I RUN, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Apalachicola Coos Bay Ravenscroft Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coalesce Capital Fund I, L.P. (2023 Vintage)
Whalerock Point Partners: $7.0M · SEC Form ADV 7.B
Apalachicola Coos Bay Ravenscroft Private Markets Primary & GP Seeder Fund-of-Funds: $145.2M · SEC Form ADV 7.B

Additional shared vehicles: Clearlake Opportunities Partners III (2024 Vintage) · Coastal Pacific Partners, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Consolidated Edison (Con Edison) Retirement Plan Master Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coastal Pacific Partners, L.P. (2023 Vintage)
Whalerock Point Partners: $3.8M · SEC Form ADV 7.B
Consolidated Edison (Con Edison) Retirement Plan Master Trust: $61.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Clearlake Opportunities Partners III (2024 Vintage) · Coalesce Capital Fund I, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+529 Additional Institutional LPs Report Shared Vehicles with Whalerock Point Partners

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You are viewing 5 open public preview records (out of 16 total tracked records for Whalerock Point Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (532 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 Whalerock Point Partners

Buyout LPs →Private Equity LPs →Venture Capital LPs →Real Estate LPs →Multi-Strategy LPs →

Frequently Asked Questions: Whalerock Point Partners

What type of institutional allocator is Whalerock Point Partners and what is their typical disclosed ticket size?

Whalerock Point Partners is categorized under Family Office / MFO (Regional Roadshow Hub: West Palm Beach, FL; Headquarters: West Palm Beach, FL). Across 16 historical disclosure records tracked on Prilago ($97.2M total parsed USD across disclosed rows), the median disclosed amount is $6.9M (range: $2.0M to $8.4M).

Which private-market strategies appear in Whalerock Point Partners's public disclosures?

Whalerock Point Partners has disclosed records across Buyout, Private Equity, Venture Capital, Real Estate, Multi-Strategy. Open preview records include Lightspeed Select Partners VI (2025 Vintage), Fairfield Multifamily Value Fund IV (2025 Vintage), Sapphire Emerging Ventures VII (2025 Vintage), CBRE U.S. Core Partners, L.P. (2024 Vintage).

How are Whalerock Point Partners's historical records substantiated and separated from active searches on Prilago?

Records for Whalerock Point Partners 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 Whalerock Point Partners's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Whalerock Point Partners?

In Prilago's bilateral commitment graph, Whalerock Point Partners shares resolved underlying fund vehicles with 532 institutional LPs across 16 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 New York State Common Retirement Fund (4 shared vehicles, e.g. Clearlake Opportunities Partners III (2024 Vintage)), Apalachicola Coos Bay Ravenscroft Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Coalesce Capital Fund I, L.P. (2023 Vintage)), Consolidated Edison (Con Edison) Retirement Plan Master Trust (4 shared vehicles, e.g. Coastal Pacific Partners, L.P. (2023 Vintage)).

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