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Healthcare / Hospital System IRS Form 990 Sched D Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Charlotte, NC

Advocate Health (Atrium / Advocate Aurora) Investments

$16.2B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.86B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Growth Equity, Energy Transition (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.86B
Total AUM: $16.2B
Median Disclosed Amount
$81.5M
Range: $35.0M – $125.2M
Disclosed Fund Multiples
14.4% Mean IRR (n=18) · 1.33x Mean TVPI (n=18)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Advocate Health (Atrium / Advocate Aurora) Investments

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
Khosla Ventures IX, LP Venture Capital 2025
$103.0M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Khosla Ventures Opportunities III, LP Growth Equity 2025
$89.8M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kayne Partners Growth Fund VI Growth Equity 2025
$81.5M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Khosla Ventures IX. L.P. Venture Capital 2025
$44.8M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kepe Selling Fund II Energy Transition 2025
$37.8M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Advocate Health (Atrium / Advocate Aurora) Investments

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

Allocation-Policy / Pacing Update

Advocate Health (Atrium / Advocate Aurora) Investments (Healthcare / Hospital System, $16.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.9% Actual; $340.2M Unallocated Target Bandwidth). IRS Form 990 Schedule D Verified (EIN 566060481, $16.20B long-term investment & endowment pool): Active commitments across healthcare buyout, biotech/medtech venture, mid-market PE, and private credit. Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Advocate Health (Atrium / Advocate Aurora) Investments

1,020 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Advocate Health (Atrium / Advocate Aurora) Investments (24 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 11 Shared Vehicles

Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Glens Falls, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures IX, LP (2025 Vintage)
Advocate Health (Atrium / Advocate Aurora) Investments: $103.0M · IRS Form 990 Sched D
Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory: $54.5M · SEC Form ADV 7.B

Additional shared vehicles: Kayne Partners Growth Fund VI (2025 Vintage) · Kepe Selling Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Cocheco Cowlitz Kensington Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures Opportunities III, LP (2025 Vintage)
Advocate Health (Atrium / Advocate Aurora) Investments: $89.8M · IRS Form 990 Sched D
Cocheco Cowlitz Kensington Mutual & Casualty Insurance General Account: $90.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Khosla Ventures IX, LP (2025 Vintage) · Kayne Partners Growth Fund VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Highlands Cherokee Strip Gallagher Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kayne Partners Growth Fund VI (2025 Vintage)
Advocate Health (Atrium / Advocate Aurora) Investments: $81.5M · IRS Form 990 Sched D
Highlands Cherokee Strip Gallagher Private Markets Primary & GP Seeder Fund-of-Funds: $24.2M · SEC Form ADV 7.B

Additional shared vehicles: Khosla Ventures IX, LP (2025 Vintage) · Khosla Ventures Opportunities III, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+1,017 Additional Institutional LPs Report Shared Vehicles with Advocate Health (Atrium / Advocate Aurora) Investments

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You are viewing 5 open public preview records (out of 25 total tracked records for Advocate Health (Atrium / Advocate Aurora) Investments) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1,020 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 Advocate Health (Atrium / Advocate Aurora) Investments

Frequently Asked Questions: Advocate Health (Atrium / Advocate Aurora) Investments

What type of institutional allocator is Advocate Health (Atrium / Advocate Aurora) Investments and what is their typical disclosed ticket size?

Advocate Health (Atrium / Advocate Aurora) Investments is categorized under Healthcare / Hospital System (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charlotte, NC). Across 25 historical disclosure records tracked on Prilago ($1.86B total parsed USD across disclosed rows), the median disclosed amount is $81.5M (range: $35.0M to $125.2M).

Which private-market strategies appear in Advocate Health (Atrium / Advocate Aurora) Investments's public disclosures?

Advocate Health (Atrium / Advocate Aurora) Investments has disclosed records across Buyout, Venture Capital, Real Estate, Growth Equity, Energy Transition. Open preview records include Khosla Ventures IX, LP (2025 Vintage), Khosla Ventures Opportunities III, LP (2025 Vintage), Kayne Partners Growth Fund VI (2025 Vintage), Khosla Ventures IX. L.P. (2025 Vintage).

How are Advocate Health (Atrium / Advocate Aurora) Investments's historical records substantiated and separated from active searches on Prilago?

Records for Advocate Health (Atrium / Advocate Aurora) Investments 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 Advocate Health (Atrium / Advocate Aurora) Investments's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/advocate-health-atrium-advocate-aurora-investments or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Advocate Health (Atrium / Advocate Aurora) Investments?

In Prilago's bilateral commitment graph, Advocate Health (Atrium / Advocate Aurora) Investments shares resolved underlying fund vehicles with 1,020 institutional LPs across 24 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 Glens Falls Grand Strand Carrington Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Khosla Ventures IX, LP (2025 Vintage)), Cocheco Cowlitz Kensington Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Khosla Ventures Opportunities III, LP (2025 Vintage)), Highlands Cherokee Strip Gallagher Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Kayne Partners Growth Fund VI (2025 Vintage)).

Related Healthcare / Hospital System & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs