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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

Aspiriant

$14.7B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.26B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, Private 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.26B
Total AUM: $14.7B
Median Disclosed Amount
$32.8M
Range: $8.0M – $108.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Aspiriant

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 Advised Vehicle GAV Disclosed Performance Primary Source Trail
PSG Europe II, L.P.Adviser 7.B Vehicle Growth Equity 2024
$89.2M
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
Astorg VIII, L.P.Adviser 7.B Vehicle Buyout 2024
$79.8M
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
Madison Dearborn Capital Partners IX, L.P.Adviser 7.B Vehicle Buyout 2024
$79.8M
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
Hayfin Direct Lending Fund IVAdviser 7.B Vehicle Private Credit 2023
$61.8M
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
Francisco Partners Agility IIIAdviser 7.B Vehicle Buyout 2023
$20.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Aspiriant

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

Allocation-Policy / Pacing Update

Aspiriant (Family Office / MFO, $14.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $264.1M Unallocated Target Bandwidth). SEC Form ADV (801-68987, CRD #146720) verified $14.67B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-01-16

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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 — Aspiriant

822 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Aspiriant (25 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 13 Shared Vehicles

Cornerstone Partners

OCIO / Wealth RIA Charlottesville, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hayfin Direct Lending Fund IV (2023 Vintage)
Aspiriant: $61.8M · SEC Form ADV 7.B
Cornerstone Partners: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: Healthcare and Fintech, L.P. (2022 Vintage) · Harvest Partners SCP IV (2021 Vintage)

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

Earnest Partners

OCIO / Wealth RIA Atlanta, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Healthcare and Fintech, L.P. (2022 Vintage)
Aspiriant: $77.8M · SEC Form ADV 7.B
Earnest Partners: $94.5M · SEC Form ADV 7.B

Additional shared vehicles: Hayfin Direct Lending Fund IV (2023 Vintage) · Emergence Capital Partners VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Brown Brothers Harriman Credit Partners

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Madison Dearborn Capital Partners IX (2024 Vintage)
Aspiriant: $79.8M · SEC Form ADV 7.B
Brown Brothers Harriman Credit Partners: $316.4M · SEC Form ADV 7.B

Additional shared vehicles: Hayfin Direct Lending Fund IV (2023 Vintage) · Healthcare and Fintech, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+819 Additional Institutional LPs Report Shared Vehicles with Aspiriant

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 Aspiriant

You are viewing 5 open public preview records (out of 25 total tracked records for Aspiriant) 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 (822 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 Aspiriant

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

Frequently Asked Questions: Aspiriant

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

Aspiriant is categorized under Family Office / MFO (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 25 historical disclosure records tracked on Prilago ($1.26B total parsed USD across disclosed rows), the median disclosed amount is $32.8M (range: $8.0M to $108.0M).

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

Aspiriant has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Private Equity. Open preview records include PSG Europe II, L.P. (2024 Vintage), Astorg VIII, L.P. (2024 Vintage), Madison Dearborn Capital Partners IX, L.P. (2024 Vintage), Hayfin Direct Lending Fund IV (2023 Vintage).

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

Records for Aspiriant 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 Aspiriant's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Aspiriant?

In Prilago's bilateral commitment graph, Aspiriant shares resolved underlying fund vehicles with 822 institutional LPs across 25 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 Cornerstone Partners (13 shared vehicles, e.g. Hayfin Direct Lending Fund IV (2023 Vintage)), Earnest Partners (11 shared vehicles, e.g. Healthcare and Fintech, L.P. (2022 Vintage)), Brown Brothers Harriman Credit Partners (10 shared vehicles, e.g. Madison Dearborn Capital Partners IX (2024 Vintage)).

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