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

Capricorn Investment Group

$13.8B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($1.16B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Buyout, Private Credit, Infrastructure (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$1.16B
Total AUM: $13.8B
Median Disclosed Amount
$53.2M
Range: $10.0M – $101.3M
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 — Capricorn Investment Group

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
Core Equity Fund IVAdviser 7.B Vehicle Buyout 2025
$55.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crayhill Principal Strategies IIIAdviser 7.B Vehicle Buyout 2025
$27.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Creandum VIIAdviser 7.B Vehicle Venture Capital 2025
$20.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Real Estate Opportunities Fund IX, L.P.Adviser 7.B Vehicle Real Estate 2025
$95.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Congruent Ventures IIIAdviser 7.B Vehicle Venture Capital 2024
$66.0M
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 — Capricorn Investment Group

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

Allocation-Policy / Pacing Update

Capricorn Investment Group (OCIO / Wealth RIA, $13.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.7% Actual; $316.5M Unallocated Target Bandwidth). SEC Form ADV (801-69602, CRD #147417) verified $13.76B 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 2025-03-17

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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 — Capricorn Investment Group

887 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Capricorn Investment Group (23 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 12 Shared Vehicles

Pnc Capital Advisors

OCIO / Wealth RIA Baltimore, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Founders Fund VIII (2025 Vintage)
Capricorn Investment Group: $83.7M · SEC Form ADV 7.B
Pnc Capital Advisors: $351.7M · SEC Form ADV 7.B

Additional shared vehicles: Core Equity Fund IV (2025 Vintage) · Copenhagen Infrastructure V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account

Insurance Company Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Core Equity Fund IV (2025 Vintage)
Capricorn Investment Group: $55.5M · SEC Form ADV 7.B
Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account: $62.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Copenhagen Infrastructure V (2025 Vintage) · Covenant Apartment X Instl LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

AT&T Pension Benefit Plan Master Trust

Corporate Pension Plan US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Copenhagen Infrastructure V (2025 Vintage)
Capricorn Investment Group: $55.2M · SEC Form ADV 7.B
AT&T Pension Benefit Plan Master Trust: $102.8M · SEC EDGAR Filing

Additional shared vehicles: Core Equity Fund IV (2025 Vintage) · Covenant Apartment X Instl LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+884 Additional Institutional LPs Report Shared Vehicles with Capricorn Investment Group

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 Capricorn Investment Group

You are viewing 5 open public preview records (out of 24 total tracked records for Capricorn Investment Group) 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 (887 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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Enter your firm email to request pilot onboarding for Capricorn Investment Group and our interactive GP workspace.

Strategies Disclosed by Capricorn Investment Group

Real Estate LPs →Venture Capital LPs →Buyout LPs →Private Credit LPs →Infrastructure LPs →

Frequently Asked Questions: Capricorn Investment Group

What type of institutional allocator is Capricorn Investment Group and what is their typical disclosed ticket size?

Capricorn Investment Group is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 24 historical disclosure records tracked on Prilago ($1.16B total parsed USD across disclosed rows), the median disclosed amount is $53.2M (range: $10.0M to $101.3M).

Which private-market strategies appear in Capricorn Investment Group's public disclosures?

Capricorn Investment Group has disclosed records across Real Estate, Venture Capital, Buyout, Private Credit, Infrastructure. Open preview records include Core Equity Fund IV (2025 Vintage), Crayhill Principal Strategies III (2025 Vintage), Creandum VII (2025 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage).

How are Capricorn Investment Group's historical records substantiated and separated from active searches on Prilago?

Records for Capricorn Investment Group 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 Capricorn Investment Group's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Capricorn Investment Group?

In Prilago's bilateral commitment graph, Capricorn Investment Group shares resolved underlying fund vehicles with 887 institutional LPs across 23 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 Pnc Capital Advisors (12 shared vehicles, e.g. Founders Fund VIII (2025 Vintage)), Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Core Equity Fund IV (2025 Vintage)), AT&T Pension Benefit Plan Master Trust (11 shared vehicles, e.g. Copenhagen Infrastructure V (2025 Vintage)).

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