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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Cleveland, OH

Clearstead; Clearstead Advisory Solutions

$25.9B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, 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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$125.0M
Total AUM: $25.9B
Median Disclosed Amount
$25.0M
Range: $15.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
2 Gatekeepers · 3 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 — Clearstead; Clearstead Advisory Solutions

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Clearstead; Clearstead Advisory Solutions (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Blue Owl First Lien Fund IIAdviser 7.B Vehicle Private Credit 2023
$35.0M
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
Alpine Investors IXAdviser 7.B Vehicle Buyout 2023
$20.0M
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
Mainsail Partners VIAdviser 7.B Vehicle Growth Equity 2022
$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
Vista Foundation Fund IVAdviser 7.B Vehicle Buyout 2021
$25.0M
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
Frazier Healthcare Growth Buyout Fund XAdviser 7.B Vehicle Buyout 2021
$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
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (2), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Clearstead; Clearstead Advisory Solutions

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Clearstead; Clearstead Advisory Solutions

266 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearstead; Clearstead Advisory Solutions (5 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 3 Shared Vehicles

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl First Lien II (2023 Vintage)
Clearstead; Clearstead Advisory Solutions: $35.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
South Carolina RSIC: $55.8M · CAFR / Board Packet (2025-annual-report)

Additional shared vehicles: Alpine Investors IX (2023 Vintage) · Vista Foundation Fund IV (2021 Vintage)

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

Welch & Forbes

Family Office / MFO Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alpine Investors IX (2023 Vintage)
Clearstead; Clearstead Advisory Solutions: $20.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Welch & Forbes: $12.5M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl First Lien II (2023 Vintage) · Frazier Healthcare Growth Buyout Fund X (2021 Vintage)

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

Oregon Public Employees Retirement Fund

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vista Foundation Fund IV (2021 Vintage)
Clearstead; Clearstead Advisory Solutions: $25.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Oregon Public Employees Retirement Fund: $125.0M · CAFR / Board Packet (Oregon Investment Council Meeting Minutes, August 2024)

Additional shared vehicles: Alpine Investors IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+263 Additional Institutional LPs Report Shared Vehicles with Clearstead; Clearstead Advisory Solutions

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

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Request Pilot Access to Full Workspace Data for Clearstead; Clearstead Advisory Solutions

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Clearstead; Clearstead Advisory Solutions are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (266 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (2) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Clearstead; Clearstead Advisory Solutions

Buyout LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Clearstead; Clearstead Advisory Solutions

What type of institutional allocator is Clearstead; Clearstead Advisory Solutions and what is their typical disclosed ticket size?

Clearstead; Clearstead Advisory Solutions is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cleveland, OH). Across 5 historical disclosure records tracked on Prilago ($125.0M total parsed USD across disclosed rows), the median disclosed amount is $25.0M (range: $15.0M to $35.0M).

Which private-market strategies appear in Clearstead; Clearstead Advisory Solutions's public disclosures?

Clearstead; Clearstead Advisory Solutions has disclosed records across Buyout, Private Credit, Growth Equity. Open preview records include Blue Owl First Lien Fund II (2023 Vintage), Alpine Investors IX (2023 Vintage), Mainsail Partners VI (2022 Vintage), Vista Foundation Fund IV (2021 Vintage).

How are Clearstead; Clearstead Advisory Solutions's historical records substantiated and separated from active searches on Prilago?

Records for Clearstead; Clearstead Advisory Solutions 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 Clearstead; Clearstead Advisory Solutions's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Clearstead; Clearstead Advisory Solutions?

In Prilago's bilateral commitment graph, Clearstead; Clearstead Advisory Solutions shares resolved underlying fund vehicles with 266 institutional LPs across 5 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 South Carolina RSIC (3 shared vehicles, e.g. Blue Owl First Lien II (2023 Vintage)), Welch & Forbes (3 shared vehicles, e.g. Alpine Investors IX (2023 Vintage)), Oregon Public Employees Retirement Fund (2 shared vehicles, e.g. Vista Foundation Fund IV (2021 Vintage)).

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