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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Bellevue, WA

Coldstream Wealth Management

$13.6B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.20B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, 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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.20B
Total AUM: $13.6B
Median Disclosed Amount
$56.0M
Range: $8.0M – $95.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Coldstream Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Tailwind Capital Partners Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$77.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TTCP NMERB SMA Growth, L.P.Adviser 7.B Vehicle Growth Equity 2025
$56.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tenex Capital Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$45.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Asia Real Estate Fund, LPAdviser 7.B Vehicle Real Estate 2025
$70.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tenex Capital Partners IVAdviser 7.B Vehicle Buyout 2024
$63.0M
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 — Coldstream Wealth Management

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

Allocation-Policy / Pacing Update

Coldstream Wealth Management (Family Office / MFO, $13.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.7% Actual; $313.4M Unallocated Target Bandwidth). SEC Form ADV (801-39379, CRD #108805) verified $13.62B 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 2025-04-25

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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 — Coldstream Wealth Management

746 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coldstream Wealth Management (22 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 9 Shared Vehicles

Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)
Coldstream Wealth Management: $77.5M · SEC Form ADV 7.B
Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust: $25.8M · IRS Form 990 Sched D

Additional shared vehicles: TTCP NMERB SMA Growth, L.P. (2025 Vintage) · Tenex Capital Partners III, L.P. (2025 Vintage)

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

Blue Pool Capital (Tsai / Wu Multi-Family Office)

Family Office / MFO Central, Hong Kong
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TTCP NMERB SMA Growth, L.P. (2025 Vintage)
Coldstream Wealth Management: $56.0M · SEC Form ADV 7.B
Blue Pool Capital (Tsai / Wu Multi-Family Office): $34.0M · SEC Form ADV 7.B

Additional shared vehicles: Tailwind Capital Partners Fund IV, L.P. (2025 Vintage) · Tenex Capital Partners III, L.P. (2025 Vintage)

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

Valletta Malta Beartooth Sovereign Strategic Investment Fund

Sovereign Wealth Fund Valletta, Malta
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tenex Capital Partners III, L.P. (2025 Vintage)
Coldstream Wealth Management: $45.8M · SEC Form ADV 7.B
Valletta Malta Beartooth Sovereign Strategic Investment Fund: $29.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Tenex Capital Partners IV (2024 Vintage) · Technology Crossover Ventures XII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+743 Additional Institutional LPs Report Shared Vehicles with Coldstream Wealth Management

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You are viewing 5 open public preview records (out of 23 total tracked records for Coldstream Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (746 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 Coldstream Wealth Management

Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Coldstream Wealth Management

What type of institutional allocator is Coldstream Wealth Management and what is their typical disclosed ticket size?

Coldstream Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Bellevue, WA). Across 23 historical disclosure records tracked on Prilago ($1.20B total parsed USD across disclosed rows), the median disclosed amount is $56.0M (range: $8.0M to $95.3M).

Which private-market strategies appear in Coldstream Wealth Management's public disclosures?

Coldstream Wealth Management has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Growth Equity. Open preview records include Tailwind Capital Partners Fund IV, L.P. (2025 Vintage), TTCP NMERB SMA Growth, L.P. (2025 Vintage), Tenex Capital Partners III, L.P. (2025 Vintage), Apollo Asia Real Estate Fund, LP (2025 Vintage).

How are Coldstream Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Coldstream Wealth 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 Coldstream Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coldstream-wealth-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 Coldstream Wealth Management?

In Prilago's bilateral commitment graph, Coldstream Wealth Management shares resolved underlying fund vehicles with 746 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 Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)), Blue Pool Capital (Tsai / Wu Multi-Family Office) (8 shared vehicles, e.g. TTCP NMERB SMA Growth, L.P. (2025 Vintage)), Valletta Malta Beartooth Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Tenex Capital Partners III, L.P. (2025 Vintage)).

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