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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

Aaron Wealth Advisors

$4.0B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($284.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Private Equity, Direct Lending (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$284.6M
Total AUM: $4.0B
Median Disclosed Amount
$24.1M
Range: $4.0M – $32.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Aaron Wealth Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
FSN Capital VAdviser 7.B Vehicle Private Equity 2025
$15.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
FSN Capital IVAdviser 7.B Vehicle Private Equity 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
 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
$5.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2024
$12.5M
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
Astorg VIII, L.P.Adviser 7.B Vehicle Buyout 2024
$28.3M
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 — Aaron Wealth Advisors

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

Allocation-Policy / Pacing Update

Aaron Wealth Advisors (Family Office / MFO, $4.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $112.7M Unallocated Target Bandwidth). SEC Form ADV (801-113938, CRD #298079) verified $4.03B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Aaron Wealth Advisors

831 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Aaron Wealth Advisors (15 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 8 Shared Vehicles

Arnhold

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Aaron Wealth Advisors: $28.3M · SEC Form ADV 7.B
Arnhold: $41.2M · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage) · Ares Senior Direct Lending III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

BCIGPF-BC (BCI Global Partnership Pooled Investment Fund)

Public Pension Plan Canada
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)
Aaron Wealth Advisors: $26.9M · SEC Form ADV 7.B
BCIGPF-BC (BCI Global Partnership Pooled Investment Fund): $8.1M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Ares Senior Direct Lending III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Ashford Capital Management

OCIO / Wealth RIA Wilmington, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Astorg VIII (2023 Vintage)
Aaron Wealth Advisors: $28.3M · SEC Form ADV 7.B
Ashford Capital Management: $5.3M · SEC Form ADV 7.B

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Golub Capital Partners 14 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+828 Additional Institutional LPs Report Shared Vehicles with Aaron Wealth Advisors

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Aaron Wealth Advisors

You are viewing 5 open public preview records (out of 15 total tracked records for Aaron Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (831 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 Aaron Wealth Advisors

Buyout LPs →Real Estate LPs →Private Credit LPs →Private Equity LPs →Direct Lending LPs →

Frequently Asked Questions: Aaron Wealth Advisors

What type of institutional allocator is Aaron Wealth Advisors and what is their typical disclosed ticket size?

Aaron Wealth Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 15 historical disclosure records tracked on Prilago ($284.6M total parsed USD across disclosed rows), the median disclosed amount is $24.1M (range: $4.0M to $32.6M).

Which private-market strategies appear in Aaron Wealth Advisors's public disclosures?

Aaron Wealth Advisors has disclosed records across Buyout, Real Estate, Private Credit, Private Equity, Direct Lending. Open preview records include FSN Capital V (2025 Vintage), FSN Capital IV (2025 Vintage), Fairfield Multifamily Value Fund IV (2025 Vintage), Ares Senior Direct Lending Fund III (2024 Vintage).

How are Aaron Wealth Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Aaron Wealth Advisors 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 Aaron Wealth Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Aaron Wealth Advisors?

In Prilago's bilateral commitment graph, Aaron Wealth Advisors shares resolved underlying fund vehicles with 831 institutional LPs across 15 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 Arnhold (8 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)), BCIGPF-BC (BCI Global Partnership Pooled Investment Fund) (8 shared vehicles, e.g. Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)), Ashford Capital Management (7 shared vehicles, e.g. Astorg VIII (2023 Vintage)).

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