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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Augusta, GA

Asset Advisors

$1.4B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($82.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Energy Transition, Infrastructure (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$82.4M
Total AUM: $1.4B
Median Disclosed Amount
$7.7M
Range: $2.0M – $9.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Asset Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Bessemer Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$9.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Global Transition Fund II, L.P.Adviser 7.B Vehicle Energy Transition 2025
$7.7M
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
$6.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BDT & MSD Partners Fund IVAdviser 7.B Vehicle Buyout 2024
$5.0M
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
Madison Dearborn Capital Partners IX, L.P.Adviser 7.B Vehicle Buyout 2024
$8.7M
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 — Asset Advisors

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

Allocation-Policy / Pacing Update

Asset Advisors (Family Office / MFO, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $25.2M Unallocated Target Bandwidth). SEC Form ADV (801-113477, CRD #297305) verified $1.40B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Asset Advisors

734 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Asset Advisors (12 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 7 Shared Vehicles

Alpha Architect

OCIO / Wealth RIA Newtown Square, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bessemer Venture Partners XII (2025 Vintage)
Asset Advisors: $9.3M · SEC Form ADV 7.B
Alpha Architect: $64.8M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield Global Transition Fund II (2025 Vintage) · Bridgepoint Europe VII (2024 Vintage)

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

AIG General Insurance Portfolio

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Global Transition Fund II (2025 Vintage)
Asset Advisors: $7.7M · SEC Form ADV 7.B
AIG General Insurance Portfolio: $186.7M · SEC EDGAR Filing

Additional shared vehicles: Bessemer Venture Partners XII (2025 Vintage) · Madison Dearborn Capital Partners IX (2024 Vintage)

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

BCIPE18-BC (2018 Vintage Private Equity Pool of BCI)

Public Pension Plan Toronto, ON, Canada
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Madison Dearborn Capital Partners IX (2024 Vintage)
Asset Advisors: $8.7M · SEC Form ADV 7.B
BCIPE18-BC (2018 Vintage Private Equity Pool of BCI): $1.7M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bessemer Venture Partners XII (2025 Vintage) · Brookfield Global Transition Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+731 Additional Institutional LPs Report Shared Vehicles with Asset Advisors

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 Asset Advisors

You are viewing 5 open public preview records (out of 12 total tracked records for Asset Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (734 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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Enter your firm email to request pilot onboarding for Asset Advisors and our interactive GP workspace.

Strategies Disclosed by Asset Advisors

Buyout LPs →Private Credit LPs →Venture Capital LPs →Energy Transition LPs →Infrastructure LPs →

Frequently Asked Questions: Asset Advisors

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

Asset Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Augusta, GA). Across 12 historical disclosure records tracked on Prilago ($82.4M total parsed USD across disclosed rows), the median disclosed amount is $7.7M (range: $2.0M to $9.3M).

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

Asset Advisors has disclosed records across Buyout, Private Credit, Venture Capital, Energy Transition, Infrastructure. Open preview records include Bessemer Venture Partners XII, L.P. (2025 Vintage), Brookfield Global Transition Fund II, L.P. (2025 Vintage), Golub Capital Partners 15, L.P. (2025 Vintage), BDT & MSD Partners Fund IV (2024 Vintage).

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

Records for Asset Advisors 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 Asset Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Asset Advisors?

In Prilago's bilateral commitment graph, Asset Advisors shares resolved underlying fund vehicles with 734 institutional LPs across 12 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 Alpha Architect (7 shared vehicles, e.g. Bessemer Venture Partners XII (2025 Vintage)), AIG General Insurance Portfolio (7 shared vehicles, e.g. Brookfield Global Transition Fund II (2025 Vintage)), BCIPE18-BC (2018 Vintage Private Equity Pool of BCI) (7 shared vehicles, e.g. Madison Dearborn Capital Partners IX (2024 Vintage)).

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