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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Cleveland, OH

Boyd Watterson Asset Management

$18.0B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.55B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Real Assets, Growth Equity, Venture Capital (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
$1.55B
Total AUM: $18.0B
Median Disclosed Amount
$55.2M
Range: $8.0M – $125.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Boyd Watterson Asset Management

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
AEW Senior Housing Investors IV, LPAdviser 7.B Vehicle Real Estate 2025
$125.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HitecVision New Energy Fund IIAdviser 7.B Vehicle Real Assets 2025
$118.0M
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
$109.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Capital Partners VIIIAdviser 7.B Vehicle Buyout 2025
$103.8M
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
$103.8M
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 — Boyd Watterson Asset Management

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

Allocation-Policy / Pacing Update

Boyd Watterson Asset Management (OCIO / Wealth RIA, $18.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $323.4M Unallocated Target Bandwidth). SEC Form ADV (801-57468, CRD #107808) verified $17.97B 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 2025-03-07

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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 — Boyd Watterson Asset Management

770 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Boyd Watterson Asset Management (24 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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

Fiducient Advisors

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dover Street XI (2023 Vintage)
Boyd Watterson Asset Management: $8.0M · SEC Form ADV 7.B
Fiducient Advisors: $40.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackbird Ventures V (2022 Vintage) · Blackstone Capital Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Doubleline Capital

OCIO / Wealth RIA Tampa, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackbird Ventures V (2022 Vintage)
Boyd Watterson Asset Management: $100.5M · SEC Form ADV 7.B
Doubleline Capital: $148.0M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Capital Opportunities Fund IV (2022 Vintage) · Blackrock Infra IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Centersquare Investment Management

OCIO / Wealth RIA Conshohocken, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Capital Opportunities Fund IV (2022 Vintage)
Boyd Watterson Asset Management: $74.8M · SEC Form ADV 7.B
Centersquare Investment Management: $35.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackbird Ventures V (2022 Vintage) · Blackrock Infra IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+767 Additional Institutional LPs Report Shared Vehicles with Boyd Watterson Asset Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Boyd Watterson Asset Management

You are viewing 5 open public preview records (out of 25 total tracked records for Boyd Watterson Asset Management) 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 (770 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 Boyd Watterson Asset Management

Buyout LPs →Infrastructure LPs →Real Assets LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Boyd Watterson Asset Management

What type of institutional allocator is Boyd Watterson Asset Management and what is their typical disclosed ticket size?

Boyd Watterson Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cleveland, OH). Across 25 historical disclosure records tracked on Prilago ($1.55B total parsed USD across disclosed rows), the median disclosed amount is $55.2M (range: $8.0M to $125.6M).

Which private-market strategies appear in Boyd Watterson Asset Management's public disclosures?

Boyd Watterson Asset Management has disclosed records across Buyout, Infrastructure, Real Assets, Growth Equity, Venture Capital. Open preview records include AEW Senior Housing Investors IV, LP (2025 Vintage), HitecVision New Energy Fund II (2025 Vintage), Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage), H.I.G. Capital Partners VIII (2025 Vintage).

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

Records for Boyd Watterson Asset Management 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 Boyd Watterson Asset Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Boyd Watterson Asset Management?

In Prilago's bilateral commitment graph, Boyd Watterson Asset Management shares resolved underlying fund vehicles with 770 institutional LPs across 24 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 Fiducient Advisors (13 shared vehicles, e.g. Dover Street XI (2023 Vintage)), Doubleline Capital (12 shared vehicles, e.g. Blackbird Ventures V (2022 Vintage)), Centersquare Investment Management (12 shared vehicles, e.g. Blackstone Capital Opportunities Fund IV (2022 Vintage)).

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