Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Washington, DC HQ: Washington, DC

Calvert Research And Management

$40.3B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.74B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Real Assets, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$2.74B
Total AUM: $40.3B
Median Disclosed Amount
$112.2M
Range: $15.0M – $251.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Calvert Research And Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$251.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Auda Credit Fund IIAdviser 7.B Vehicle Private Credit 2025
$236.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thomas H. Lee Partners LPAdviser 7.B Vehicle Private Equity 2025
$219.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Woodline Spire Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$208.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Group XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$186.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Calvert Research And Management

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

Allocation-Policy / Pacing Update

Calvert Research And Management (OCIO / Wealth RIA, $40.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.2% Actual; $1,127.2M Unallocated Target Bandwidth). SEC Form ADV (801-108378, CRD #285127) verified $40.26B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-02-24

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Calvert Research And Management

770 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Calvert Research And Management (22 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 10 Shared Vehicles

Croton Currituck Northrop Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Riverside Micro-Cap Fund VI (2022 Vintage)
Calvert Research And Management: $105.8M · SEC Form ADV 7.B
Croton Currituck Northrop Mutual & Casualty Insurance General Account: $36.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage) · Ridgewood Water II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Gaston Fenwick Lindqvist Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Gastonia, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage)
Calvert Research And Management: $88.8M · SEC Form ADV 7.B
Gaston Fenwick Lindqvist Industrial Consolidated Master Retirement Trust: $22.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Riverside Micro-Cap Fund VI (2022 Vintage) · Ridgewood Water II (2022 Vintage)

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

Oxbow Advisors

Family Office / MFO Austin, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Ventures XVI (2023 Vintage)
Calvert Research And Management: $35.0M · SEC Form ADV 7.B
Oxbow Advisors: $15.0M · SEC Form ADV 7.B

Additional shared vehicles: Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage) · Ridgewood Water II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+767 Additional Institutional LPs Report Shared Vehicles with Calvert Research And Management

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Calvert Research And Management

You are viewing 5 open public preview records (out of 24 total tracked records for Calvert Research And Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 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

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Calvert Research And Management and our interactive GP workspace.

Strategies Disclosed by Calvert Research And Management

Buyout LPs →Venture Capital LPs →Private Credit LPs →Real Assets LPs →Secondaries LPs →

Frequently Asked Questions: Calvert Research And Management

What type of institutional allocator is Calvert Research And Management and what is their typical disclosed ticket size?

Calvert Research And Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Washington, DC; Headquarters: Washington, DC). Across 24 historical disclosure records tracked on Prilago ($2.74B total parsed USD across disclosed rows), the median disclosed amount is $112.2M (range: $15.0M to $251.8M).

Which private-market strategies appear in Calvert Research And Management's public disclosures?

Calvert Research And Management has disclosed records across Buyout, Venture Capital, Private Credit, Real Assets, Secondaries. Open preview records include Strategic Partners Fund X, L.P. (2025 Vintage), Auda Credit Fund II (2025 Vintage), Thomas H. Lee Partners LP (2025 Vintage), Woodline Spire Fund LP (2025 Vintage).

How are Calvert Research And Management's historical records substantiated and separated from active searches on Prilago?

Records for Calvert Research And 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 Calvert Research And Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/calvert-research-and-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 Calvert Research And Management?

In Prilago's bilateral commitment graph, Calvert Research And Management shares resolved underlying fund vehicles with 770 institutional LPs across 22 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 Croton Currituck Northrop Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Riverside Micro-Cap Fund VI (2022 Vintage)), Gaston Fenwick Lindqvist Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Ridgewood Water & Strategic Infrastructure Fund II (2022 Vintage)), Oxbow Advisors (8 shared vehicles, e.g. Menlo Ventures XVI (2023 Vintage)).

Related OCIO / Wealth RIA & Washington, DC Institutional LPs

Fairfax Educational (ERFC) (50)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Cliffwater (32)Commonwealth Financial Network (32)Cornerstone Partners (32)