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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Allen Investment Management

$14.1B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.21B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Venture Capital, Real Estate, Secondaries (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.21B
Total AUM: $14.1B
Median Disclosed Amount
$60.5M
Range: $10.0M – $98.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Allen Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Index Ventures Growth VI, L.P.Adviser 7.B Vehicle Venture Capital 2025
$98.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Coller International Partners IX, L.P.Adviser 7.B Vehicle Secondaries 2025
$81.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oak Hill Advisors Strategic Credit Fund IV, L.P.Adviser 7.B Vehicle Private Credit 2025
$72.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$10.0M
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
General Atlantic Investment Partners 2024, L.P.Adviser 7.B Vehicle Growth Equity 2024
$92.5M
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 — Allen Investment Management

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

Allocation-Policy / Pacing Update

Allen Investment Management (Family Office / MFO, $14.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.7% Actual; $183.1M Unallocated Target Bandwidth). SEC Form ADV (801-61985, CRD #124454) verified $14.09B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); 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 2025-01-21

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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 — Allen Investment Management

876 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Allen Investment Management (22 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 10 Shared Vehicles

Hilton Head Delmarva Vanderbilt Regional Health System Master Investment Pool

Healthcare / Hospital System Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AEA Investors IX (2023 Vintage)
Allen Investment Management: $34.0M · SEC Form ADV 7.B
Hilton Head Delmarva Vanderbilt Regional Health System Master Investment Pool: $20.0M · IRS Form 990 Sched D

Additional shared vehicles: AEW Capital Management, LP (2023 Vintage) · AEA Investors Small Business Private Equity VII (2021 Vintage)

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

Venice Veneto Glens Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AEW Capital Management, LP (2023 Vintage)
Allen Investment Management: $30.8M · SEC Form ADV 7.B
Venice Veneto Glens Sovereign Strategic Investment Fund: $46.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AEA Investors IX (2023 Vintage) · AEA Investors Small Business Private Equity VII (2021 Vintage)

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

Deschutes Clackamas Winchester Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AEA Investors Small Business Private Equity VII (2021 Vintage)
Allen Investment Management: $64.8M · SEC Form ADV 7.B
Deschutes Clackamas Winchester Industrial Consolidated Master Retirement Trust: $32.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AEW Capital Management, LP (2023 Vintage) · AEW Partners Real Estate Fund IX (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+873 Additional Institutional LPs Report Shared Vehicles with Allen Investment Management

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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 23 total tracked records for Allen Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (876 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 Allen Investment Management

Buyout LPs →Growth Equity LPs →Venture Capital LPs →Real Estate LPs →Secondaries LPs →

Frequently Asked Questions: Allen Investment Management

What type of institutional allocator is Allen Investment Management and what is their typical disclosed ticket size?

Allen Investment Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 23 historical disclosure records tracked on Prilago ($1.21B total parsed USD across disclosed rows), the median disclosed amount is $60.5M (range: $10.0M to $98.5M).

Which private-market strategies appear in Allen Investment Management's public disclosures?

Allen Investment Management has disclosed records across Buyout, Growth Equity, Venture Capital, Real Estate, Secondaries. Open preview records include Index Ventures Growth VI, L.P. (2025 Vintage), Coller International Partners IX, L.P. (2025 Vintage), Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

How are Allen Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Allen Investment Management 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 Allen Investment Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Allen Investment Management?

In Prilago's bilateral commitment graph, Allen Investment Management shares resolved underlying fund vehicles with 876 institutional LPs across 22 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 Hilton Head Delmarva Vanderbilt Regional Health System Master Investment Pool (10 shared vehicles, e.g. AEA Investors IX (2023 Vintage)), Venice Veneto Glens Sovereign Strategic Investment Fund (9 shared vehicles, e.g. AEW Capital Management, LP (2023 Vintage)), Deschutes Clackamas Winchester Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. AEA Investors Small Business Private Equity VII (2021 Vintage)).

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