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OCIO / Wealth RIA IRS Form 990 Sched D Roadshow Hub: St. Louis, MO HQ: St. Louis, MO

Ascension Investment Management (Ascension Health)

$41.0B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.18B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Growth Equity, Private Credit (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
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.18B
Total AUM: $41.0B
Median Disclosed Amount
$64.0M
Range: $10.0M – $249.3M
Disclosed Fund Multiples
14.7% Mean IRR (n=22) · 1.61x Mean TVPI (n=22)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025–2026)

Historical Fund Disclosures — Ascension Investment Management (Ascension Health)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 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
H&F Pacific Investors X Buyout 2025
$137.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
H&F Select Fund II Buyout 2025
$119.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
H&F Invest IX Buyout 2025
$80.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ares Senior Direct Lending Fund III, L.P. Direct Lending 2025
$249.3M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
PSG Europe II, L.P. Growth Equity 2025
$223.0M
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 — Ascension Investment Management (Ascension Health)

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

Allocation-Policy / Pacing Update

Ascension Investment Management (Ascension Health) (OCIO / Wealth RIA, $41.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.7% Actual; $943.0M Unallocated Target Bandwidth). IRS Form 990 Schedule D Verified (EIN 453358926, $41.00B long-term investment & endowment pool): Active commitments across healthcare buyout, biotech/medtech venture, mid-market PE, and private credit. Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Ascension Investment Management (Ascension Health)

963 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ascension Investment Management (Ascension Health) (28 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 17 Shared Vehicles

Sequoia Financial Group

Family Office / MFO Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Invest IX (2025 Vintage)
Ascension Investment Management (Ascension Health): $80.2M · IRS Form 990 Sched D
Sequoia Financial Group: $99.5M · SEC Form ADV 7.B

Additional shared vehicles: H&F Executives X (2025 Vintage) · H&F Pacific Investors X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 17 Shared Vehicles

Brookfield Public Securities Group

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Executives X (2025 Vintage)
Ascension Investment Management (Ascension Health): $33.2M · IRS Form 990 Sched D
Brookfield Public Securities Group: $86.2M · SEC Form ADV 7.B

Additional shared vehicles: H&F Invest IX (2025 Vintage) · H&F Pacific Investors X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Guadalupe Duxbury Silverstein Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Pacific Investors X (2023 Vintage)
Ascension Investment Management (Ascension Health): $137.5M · IRS Form 990 Sched D
Guadalupe Duxbury Silverstein Mutual & Casualty Insurance General Account: $74.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: H&F Invest IX (2025 Vintage) · H&F Executives X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+960 Additional Institutional LPs Report Shared Vehicles with Ascension Investment Management (Ascension Health)

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 Ascension Investment Management (Ascension Health)

You are viewing 5 open public preview records (out of 29 total tracked records for Ascension Investment Management (Ascension Health)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (963 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Ascension Investment Management (Ascension Health)

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

Frequently Asked Questions: Ascension Investment Management (Ascension Health)

What type of institutional allocator is Ascension Investment Management (Ascension Health) and what is their typical disclosed ticket size?

Ascension Investment Management (Ascension Health) is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: St. Louis, MO; Headquarters: St. Louis, MO). Across 29 historical disclosure records tracked on Prilago ($2.18B total parsed USD across disclosed rows), the median disclosed amount is $64.0M (range: $10.0M to $249.3M).

Which private-market strategies appear in Ascension Investment Management (Ascension Health)'s public disclosures?

Ascension Investment Management (Ascension Health) has disclosed records across Buyout, Venture Capital, Private Equity, Growth Equity, Private Credit. Open preview records include H&F Pacific Investors X (2025 Vintage), H&F Select Fund II (2025 Vintage), H&F Invest IX (2025 Vintage), Ares Senior Direct Lending Fund III, L.P. (2025 Vintage).

How are Ascension Investment Management (Ascension Health)'s historical records substantiated and separated from active searches on Prilago?

Records for Ascension Investment Management (Ascension Health) 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 Ascension Investment Management (Ascension Health)'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Ascension Investment Management (Ascension Health)?

In Prilago's bilateral commitment graph, Ascension Investment Management (Ascension Health) shares resolved underlying fund vehicles with 963 institutional LPs across 28 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 Sequoia Financial Group (17 shared vehicles, e.g. H&F Invest IX (2025 Vintage)), Brookfield Public Securities Group (17 shared vehicles, e.g. H&F Executives X (2025 Vintage)), Guadalupe Duxbury Silverstein Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. H&F Pacific Investors X (2023 Vintage)).

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