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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Seattle, WA HQ: Seattle, WA

Badgley Phelps Wealth Managers

$6.9B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($519.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Real Estate, Direct Lending, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$519.2M
Total AUM: $6.9B
Median Disclosed Amount
$26.5M
Range: $8.0M – $45.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Badgley Phelps Wealth Managers

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
American Securities Partners IX, L.P.Adviser 7.B Vehicle Buyout 2025
$45.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Growth Partnrs IIAdviser 7.B Vehicle Growth Equity 2025
$42.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund III, L.P.Adviser 7.B Vehicle Direct Lending 2025
$39.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Summit Partners Europe Growth Equity Fund IV, L.P.Adviser 7.B Vehicle Growth Equity 2025
$37.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cinven Eighth Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$33.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Badgley Phelps Wealth Managers

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

Allocation-Policy / Pacing Update

Badgley Phelps Wealth Managers (Family Office / MFO, $6.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.2% Actual; $193.2M Unallocated Target Bandwidth). SEC Form ADV (801-121830, CRD #315440) verified $6.90B 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 2025-04-10

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Badgley Phelps Wealth Managers

744 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Badgley Phelps Wealth Managers (19 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 8 Shared Vehicles

Chevy Chase Trust Company

OCIO / Wealth RIA Bethesda, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Shore Capital Healthcare Partners Fund V (2023 Vintage)
Badgley Phelps Wealth Managers: $12.5M · SEC Form ADV 7.B
Chevy Chase Trust Company: $30.0M · SEC Form ADV 7.B

Additional shared vehicles: OakTree Special Situations Fund III (2022 Vintage) · Oakley Capital V (2022 Vintage)

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

Caddo Lake Cowlitz Holmberg Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OakTree Special Situations Fund III (2022 Vintage)
Badgley Phelps Wealth Managers: $26.5M · SEC Form ADV 7.B
Caddo Lake Cowlitz Holmberg Industrial Consolidated Master Retirement Trust: $40.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oakley Capital V (2022 Vintage) · Oak Hill Capital Partners VI (2021 Vintage)

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

Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Longview, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oakley Capital V (2022 Vintage)
Badgley Phelps Wealth Managers: $24.2M · SEC Form ADV 7.B
Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust: $31.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: OakTree Special Situations Fund III (2022 Vintage) · Oak Hill Capital Partners VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+741 Additional Institutional LPs Report Shared Vehicles with Badgley Phelps Wealth Managers

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Badgley Phelps Wealth Managers

You are viewing 5 open public preview records (out of 19 total tracked records for Badgley Phelps Wealth Managers) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (744 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (7) & CRM export

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Strategies Disclosed by Badgley Phelps Wealth Managers

Buyout LPs →Growth Equity LPs →Real Estate LPs →Direct Lending LPs →Private Credit LPs →

Frequently Asked Questions: Badgley Phelps Wealth Managers

What type of institutional allocator is Badgley Phelps Wealth Managers and what is their typical disclosed ticket size?

Badgley Phelps Wealth Managers is categorized under Family Office / MFO (Regional Roadshow Hub: Seattle, WA; Headquarters: Seattle, WA). Across 19 historical disclosure records tracked on Prilago ($519.2M total parsed USD across disclosed rows), the median disclosed amount is $26.5M (range: $8.0M to $45.7M).

Which private-market strategies appear in Badgley Phelps Wealth Managers's public disclosures?

Badgley Phelps Wealth Managers has disclosed records across Buyout, Growth Equity, Real Estate, Direct Lending, Private Credit. Open preview records include American Securities Partners IX, L.P. (2025 Vintage), Sixth Street Growth Partnrs II (2025 Vintage), Ares Senior Direct Lending Fund III, L.P. (2025 Vintage), Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage).

How are Badgley Phelps Wealth Managers's historical records substantiated and separated from active searches on Prilago?

Records for Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Badgley Phelps Wealth Managers?

In Prilago's bilateral commitment graph, Badgley Phelps Wealth Managers shares resolved underlying fund vehicles with 744 institutional LPs across 19 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 Chevy Chase Trust Company (8 shared vehicles, e.g. Shore Capital Healthcare Partners Fund V (2023 Vintage)), Caddo Lake Cowlitz Holmberg Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. OakTree Special Situations Fund III (2022 Vintage)), Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. Oakley Capital V (2022 Vintage)).

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