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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pennsylvania HQ: Newtown Square, PA

Alpha Architect

$13.5B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($875.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Credit, Venture Capital, 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$875.7M
Total AUM: $13.5B
Median Disclosed Amount
$25.8M
Range: $8.0M – $74.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
1 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 — Alpha Architect

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Brookfield Global Transition Fund II, L.P.Adviser 7.B Vehicle Energy Transition 2025
$74.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Golub Capital Partners 15, L.P.Adviser 7.B Vehicle Private Credit 2025
$70.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bessemer Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$64.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2024
$61.6M
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
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2024
$55.1M
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 — Alpha Architect

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

Allocation-Policy / Pacing Update

Alpha Architect (OCIO / Wealth RIA, $13.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $243.1M Unallocated Target Bandwidth). SEC Form ADV (801-71697, CRD #153905) verified $13.50B 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 2025-04-20

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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 — Alpha Architect

958 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Alpha Architect (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

Gqg Partners

OCIO / Wealth RIA Fort Lauderdale, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Capital Partners CV IV LP (2022 Vintage)
Alpha Architect: $37.2M · SEC Form ADV 7.B
Gqg Partners: $83.2M · SEC Form ADV 7.B

Additional shared vehicles: Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage) · Accel-KKR Credit Partners II LP (2022 Vintage)

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

Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage)
Alpha Architect: $25.8M · SEC Form ADV 7.B
Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust: $20.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Accel-KKR Capital Partners CV IV LP (2022 Vintage) · Accel-KKR Credit Partners II LP (2022 Vintage)

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

Diablo Valley Catskill Sinclair Mutual & Casualty Insurance General Account

Insurance Company Walnut Creek, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Credit Partners II LP (2022 Vintage)
Alpha Architect: $25.0M · SEC Form ADV 7.B
Diablo Valley Catskill Sinclair Mutual & Casualty Insurance General Account: $70.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Accel-KKR Capital Partners CV IV LP (2022 Vintage) · Accel-KKR Growth Capital II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+955 Additional Institutional LPs Report Shared Vehicles with Alpha Architect

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 Alpha Architect

You are viewing 5 open public preview records (out of 26 total tracked records for Alpha Architect) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (958 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 Alpha Architect

Buyout LPs →Growth Equity LPs →Private Credit LPs →Venture Capital LPs →Energy Transition LPs →

Frequently Asked Questions: Alpha Architect

What type of institutional allocator is Alpha Architect and what is their typical disclosed ticket size?

Alpha Architect is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pennsylvania; Headquarters: Newtown Square, PA). Across 26 historical disclosure records tracked on Prilago ($875.7M total parsed USD across disclosed rows), the median disclosed amount is $25.8M (range: $8.0M to $74.5M).

Which private-market strategies appear in Alpha Architect's public disclosures?

Alpha Architect has disclosed records across Buyout, Growth Equity, Private Credit, Venture Capital, Energy Transition. Open preview records include Brookfield Global Transition Fund II, L.P. (2025 Vintage), Golub Capital Partners 15, L.P. (2025 Vintage), Bessemer Venture Partners XII, L.P. (2025 Vintage), Bridgepoint Europe VII, L.P. (2024 Vintage).

How are Alpha Architect's historical records substantiated and separated from active searches on Prilago?

Records for Alpha Architect 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 Alpha Architect's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Alpha Architect?

In Prilago's bilateral commitment graph, Alpha Architect shares resolved underlying fund vehicles with 958 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 Gqg Partners (10 shared vehicles, e.g. Accel-KKR Capital Partners CV IV LP (2022 Vintage)), Hingham Clackamas Whitmore Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Accel-KKR Capital Partners CV IV Strategic Fund LP (2022 Vintage)), Diablo Valley Catskill Sinclair Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Accel-KKR Credit Partners II LP (2022 Vintage)).

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