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

Belle Haven Investments

$24.7B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.64B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Private Equity, Growth 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$1.64B
Total AUM: $24.7B
Median Disclosed Amount
$58.5M
Range: $10.0M – $127.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Belle Haven Investments

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Coller International Partners IX, L.P.Adviser 7.B Vehicle Secondaries 2025
$119.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oak Hill Advisors Strategic Credit Fund IV, L.P.Adviser 7.B Vehicle Private Credit 2025
$110.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Index Ventures Growth VI, L.P.Adviser 7.B Vehicle Venture Capital 2025
$105.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Securities Partners IX, L.P.Adviser 7.B Vehicle Buyout 2024
$94.2M
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
West Street/NJ BSL Credit Partnership LPAdviser 7.B Vehicle Private Credit 2023
$92.0M
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 — Belle Haven Investments

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

Allocation-Policy / Pacing Update

Belle Haven Investments (OCIO / Wealth RIA, $24.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $321.6M Unallocated Target Bandwidth). SEC Form ADV (801-62290, CRD #29278) verified $24.74B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 — Belle Haven Investments

742 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Belle Haven Investments (27 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 15 Shared Vehicles

Trento Trentino Harpeth Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
West Street/NJ BSL Credit Partnership LP (2023 Vintage)
Belle Haven Investments: $92.0M · SEC Form ADV 7.B
Trento Trentino Harpeth Sovereign Strategic Investment Fund: $61.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: WestCap Strat Op FD II (2023 Vintage) · WATERLAND PRIVATE EQUITY FUND IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Cape Henlopen High Country Winchester Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WestCap Strat Op FD II (2023 Vintage)
Belle Haven Investments: $90.2M · SEC Form ADV 7.B
Cape Henlopen High Country Winchester Mutual & Casualty Insurance General Account: $52.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: West Street/NJ BSL Credit Partnership LP (2023 Vintage) · WATERLAND PRIVATE EQUITY FUND IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New Iberia, LA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WATERLAND PRIVATE EQUITY FUND IX (2023 Vintage)
Belle Haven Investments: $58.5M · SEC Form ADV 7.B
Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust: $63.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: West Street/NJ BSL Credit Partnership LP (2023 Vintage) · WestCap Strat Op FD II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+739 Additional Institutional LPs Report Shared Vehicles with Belle Haven Investments

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 Belle Haven Investments

You are viewing 5 open public preview records (out of 27 total tracked records for Belle Haven Investments) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (742 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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Strategies Disclosed by Belle Haven Investments

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

Frequently Asked Questions: Belle Haven Investments

What type of institutional allocator is Belle Haven Investments and what is their typical disclosed ticket size?

Belle Haven Investments is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Rye Brook, NY; Headquarters: Rye Brook, NY). Across 27 historical disclosure records tracked on Prilago ($1.64B total parsed USD across disclosed rows), the median disclosed amount is $58.5M (range: $10.0M to $127.5M).

Which private-market strategies appear in Belle Haven Investments's public disclosures?

Belle Haven Investments has disclosed records across Buyout, Private Credit, Venture Capital, Private Equity, Growth Equity. Open preview records include Coller International Partners IX, L.P. (2025 Vintage), Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage), Index Ventures Growth VI, L.P. (2025 Vintage), American Securities Partners IX, L.P. (2024 Vintage).

How are Belle Haven Investments's historical records substantiated and separated from active searches on Prilago?

Records for Belle Haven Investments 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 Belle Haven Investments's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Belle Haven Investments?

In Prilago's bilateral commitment graph, Belle Haven Investments shares resolved underlying fund vehicles with 742 institutional LPs across 27 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 Trento Trentino Harpeth Sovereign Strategic Investment Fund (15 shared vehicles, e.g. West Street/NJ BSL Credit Partnership LP (2023 Vintage)), Cape Henlopen High Country Winchester Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. WestCap Strat Op FD II (2023 Vintage)), Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust (14 shared vehicles, e.g. WATERLAND PRIVATE EQUITY FUND IX (2023 Vintage)).

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