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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Schaumburg, IL HQ: Schaumburg, IL

Cetera Investment Advisers

$209.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($8.42B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Private Equity, Secondaries (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
$8.42B
Total AUM: $209.1B
Median Disclosed Amount
$68.5M
Range: $15.0M – $1.23B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Cetera Investment Advisers

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
American Industrial Partners VII, LPAdviser 7.B Vehicle Buyout 2025
$1.02B
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Great Hill Equity Partners IVAdviser 7.B Vehicle Buyout 2025
$910.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2024
$30.0M
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
Comvest Credit Partners VIIAdviser 7.B Vehicle Private Credit 2024
$15.0M
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
InfraVia European Infrastructure Fund VIAdviser 7.B Vehicle Infrastructure 2024
$1.23B
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 — Cetera Investment Advisers

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

Allocation-Policy / Pacing Update

Cetera Investment Advisers (OCIO / Wealth RIA, $209.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 15.7% Actual; $627.4M Unallocated Target Bandwidth). SEC Form ADV (801-20406, CRD #105644) verified $209.14B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-03-12

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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 — Cetera Investment Advisers

738 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cetera Investment Advisers (25 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 14 Shared Vehicles

Wealthspire Advisors

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Great Hill Equity Partners IV (2025 Vintage)
Cetera Investment Advisers: $910.2M · SEC Form ADV 7.B
Wealthspire Advisors: $25.0M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Real Estate Partners IV (2023 Vintage) · Blackstone Strategic Partners IX (2023 Vintage)

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

Holland Battenkill Cunningham Regional Health System Master Investment Pool

Healthcare / Hospital System Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Real Estate Partners IV (2023 Vintage)
Cetera Investment Advisers: $116.5M · SEC Form ADV 7.B
Holland Battenkill Cunningham Regional Health System Master Investment Pool: $14.5M · IRS Form 990 Sched D

Additional shared vehicles: Blackstone Strategic Partners IX (2023 Vintage) · Blackstone REP X (2023 Vintage)

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

Brandywine Global Investment Management

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Strategic Partners IX (2023 Vintage)
Cetera Investment Advisers: $110.2M · SEC Form ADV 7.B
Brandywine Global Investment Management: $64.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Real Estate Partners IV (2023 Vintage) · Blackstone Real Estate Partners X - Continuation Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+735 Additional Institutional LPs Report Shared Vehicles with Cetera Investment Advisers

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 Cetera Investment Advisers

You are viewing 5 open public preview records (out of 25 total tracked records for Cetera Investment Advisers) 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 (738 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 Cetera Investment Advisers

Buyout LPs →Real Estate LPs →Private Credit LPs →Private Equity LPs →Secondaries LPs →

Frequently Asked Questions: Cetera Investment Advisers

What type of institutional allocator is Cetera Investment Advisers and what is their typical disclosed ticket size?

Cetera Investment Advisers is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Schaumburg, IL; Headquarters: Schaumburg, IL). Across 25 historical disclosure records tracked on Prilago ($8.42B total parsed USD across disclosed rows), the median disclosed amount is $68.5M (range: $15.0M to $1.23B).

Which private-market strategies appear in Cetera Investment Advisers's public disclosures?

Cetera Investment Advisers has disclosed records across Buyout, Real Estate, Private Credit, Private Equity, Secondaries. Open preview records include American Industrial Partners VII, LP (2025 Vintage), Great Hill Equity Partners IV (2025 Vintage), Wynnchurch Capital Partners VI (2024 Vintage), Comvest Credit Partners VII (2024 Vintage).

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

Records for Cetera Investment Advisers 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 Cetera Investment Advisers's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Cetera Investment Advisers?

In Prilago's bilateral commitment graph, Cetera Investment Advisers shares resolved underlying fund vehicles with 738 institutional LPs across 25 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 Wealthspire Advisors (14 shared vehicles, e.g. Great Hill Equity Partners IV (2025 Vintage)), Holland Battenkill Cunningham Regional Health System Master Investment Pool (11 shared vehicles, e.g. Blackstone Real Estate Partners IV (2023 Vintage)), Brandywine Global Investment Management (10 shared vehicles, e.g. Blackstone Strategic Partners IX (2023 Vintage)).

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