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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Baron Capital Management, Inc.

$10.8B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($618.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Venture Capital, Buyout, Growth Equity, 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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$618.6M
Total AUM: $10.8B
Median Disclosed Amount
$32.2M
Range: $8.0M – $55.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Baron Capital Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Madison Dearborn Capital Partners IX, L.P.Adviser 7.B Vehicle Buyout 2025
$55.6M
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
$45.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2025
$41.1M
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 IIIAdviser 7.B Vehicle Private Credit 2024
$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
Brookfield Global Transition Fund II, L.P.Adviser 7.B Vehicle Energy Transition 2024
$41.1M
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 — Baron Capital Management, Inc.

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

Allocation-Policy / Pacing Update

Baron Capital Management, Inc. (OCIO / Wealth RIA, $10.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.7% Actual; $248.1M Unallocated Target Bandwidth). SEC Form ADV (801-18656, CRD #110791) verified $10.79B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-01-21

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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 — Baron Capital Management, Inc.

926 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Baron Capital Management, Inc. (20 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

General Electric Pension Trust

Corporate Pension Plan Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Global Innovation III (2023 Vintage)
Baron Capital Management, Inc.: $18.0M · SEC Form ADV 7.B
General Electric Pension Trust: $95.2M · SEC EDGAR Filing

Additional shared vehicles: Sands Global Inov III (2023 Vintage) · Sands Life Pulse II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Temasek Holdings

Sovereign Wealth Fund Singapore
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Global Inov III (2023 Vintage)
Baron Capital Management, Inc.: $11.5M · SEC Form ADV 7.B
Temasek Holdings: $248.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sands Global Innovation III (2023 Vintage) · Sands Life Pulse II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Camellia Cape Ann Ravenscroft Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Sacramento, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Life Pulse II (2022 Vintage)
Baron Capital Management, Inc.: $27.8M · SEC Form ADV 7.B
Camellia Cape Ann Ravenscroft Institutional Outsourced CIO & Wealth Advisory: $93.0M · SEC Form ADV 7.B

Additional shared vehicles: Sands Global Innovation III (2023 Vintage) · Sands Global Inov III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+923 Additional Institutional LPs Report Shared Vehicles with Baron Capital Management, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 20 total tracked records for Baron Capital Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (926 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 Baron Capital Management, Inc.

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

Frequently Asked Questions: Baron Capital Management, Inc.

What type of institutional allocator is Baron Capital Management, Inc. and what is their typical disclosed ticket size?

Baron Capital Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 20 historical disclosure records tracked on Prilago ($618.6M total parsed USD across disclosed rows), the median disclosed amount is $32.2M (range: $8.0M to $55.6M).

Which private-market strategies appear in Baron Capital Management, Inc.'s public disclosures?

Baron Capital Management, Inc. has disclosed records across Private Credit, Venture Capital, Buyout, Growth Equity, Energy Transition. Open preview records include Madison Dearborn Capital Partners IX, L.P. (2025 Vintage), Bessemer Venture Partners XII, L.P. (2025 Vintage), Bridgepoint Europe VII, L.P. (2025 Vintage), Ares Senior Direct Lending Fund III (2024 Vintage).

How are Baron Capital Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Baron Capital Management, Inc. 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 Baron Capital Management, Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Baron Capital Management, Inc.?

In Prilago's bilateral commitment graph, Baron Capital Management, Inc. shares resolved underlying fund vehicles with 926 institutional LPs across 20 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 General Electric Pension Trust (8 shared vehicles, e.g. Sands Global Innovation III (2023 Vintage)), Temasek Holdings (8 shared vehicles, e.g. Sands Global Inov III (2023 Vintage)), Camellia Cape Ann Ravenscroft Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Sands Life Pulse II (2022 Vintage)).

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