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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Lake Oswego, OR

Aldrich Wealth

$6.4B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($461.5M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Real Estate, 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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$461.5M
Total AUM: $6.4B
Median Disclosed Amount
$24.8M
Range: $8.0M – $35.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Aldrich Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
TPG Asia VIII (A), L.P.Adviser 7.B Vehicle Buyout 2025
$24.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Capital VIIAdviser 7.B Vehicle Buyout 2025
$20.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Twin Brook Capital Solutions Fund VAdviser 7.B Vehicle Private Credit 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Net Lease Realty Fund IIAdviser 7.B Vehicle Real Estate 2024
$27.5M
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
TPG Angelo Gordon Twin Brook Capital Fund IIAdviser 7.B Vehicle Private Credit 2024
$23.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Aldrich Wealth

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

Allocation-Policy / Pacing Update

Aldrich Wealth (OCIO / Wealth RIA, $6.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.2% Actual; $179.5M Unallocated Target Bandwidth). SEC Form ADV (801-69190, CRD #147200) verified $6.41B 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 2025-03-07

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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 — Aldrich Wealth

914 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Aldrich Wealth (20 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 9 Shared Vehicles

Cascade Investment

Family Office / MFO Kirkland, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAI Europe VIII, L.P. (2024 Vintage)
Aldrich Wealth: $35.4M · SEC Form ADV 7.B
Cascade Investment: $832.3M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Angelo Gordon Net Lease Realty Fund II (2024 Vintage) · TPG Asia VIII (A) (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Blue Owl GP Strategic Capital

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Net Lease Realty Fund II (2024 Vintage)
Aldrich Wealth: $27.5M · SEC Form ADV 7.B
Blue Owl GP Strategic Capital: $139.0M · SEC Form ADV 7.B

Additional shared vehicles: TPG Asia VIII (A) (2024 Vintage) · TPG Angelo Gordon Twin Brook Capital Fund II (2024 Vintage)

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

Cohen & Steers Capital Management Inc.

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Asia VIII (A) (2024 Vintage)
Aldrich Wealth: $24.8M · SEC Form ADV 7.B
Cohen & Steers Capital Management Inc.: $69.2M · SEC Form ADV 7.B

Additional shared vehicles: TPG Angelo Gordon Net Lease Realty Fund II (2024 Vintage) · TPG Angelo Gordon Twin Brook Capital Fund II (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+911 Additional Institutional LPs Report Shared Vehicles with Aldrich Wealth

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 20 total tracked records for Aldrich Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (914 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 Aldrich Wealth

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

Frequently Asked Questions: Aldrich Wealth

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

Aldrich Wealth is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Lake Oswego, OR). Across 20 historical disclosure records tracked on Prilago ($461.5M total parsed USD across disclosed rows), the median disclosed amount is $24.8M (range: $8.0M to $35.4M).

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

Aldrich Wealth has disclosed records across Private Credit, Buyout, Venture Capital, Real Estate, Growth Equity. Open preview records include TPG Asia VIII (A), L.P. (2025 Vintage), TPG Capital VII (2025 Vintage), TPG Angelo Gordon Twin Brook Capital Solutions Fund V (2025 Vintage), TPG Angelo Gordon Net Lease Realty Fund II (2024 Vintage).

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

Records for Aldrich Wealth 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 Aldrich Wealth's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Aldrich Wealth?

In Prilago's bilateral commitment graph, Aldrich Wealth shares resolved underlying fund vehicles with 914 institutional LPs across 20 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 Cascade Investment (9 shared vehicles, e.g. PAI Europe VIII, L.P. (2024 Vintage)), Blue Owl GP Strategic Capital (9 shared vehicles, e.g. TPG Angelo Gordon Net Lease Realty Fund II (2024 Vintage)), Cohen & Steers Capital Management Inc. (8 shared vehicles, e.g. TPG Asia VIII (A) (2024 Vintage)).

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