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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Hartford, CT

Conning, Inc.

$106.6B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($5.68B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Distressed / Special Situations, Multi-Strategy (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
$5.68B
Total AUM: $106.6B
Median Disclosed Amount
$101.8M
Range: $15.0M – $745.5M
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 — Conning, Inc.

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
Apollo Investment Fund XIIAdviser 7.B Vehicle Buyout 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Tactical Opportunities - Sandia Series, L.P.Adviser 7.B Vehicle Buyout 2025
$745.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
MC Credit Fund IVAdviser 7.B Vehicle Private Credit 2025
$551.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brevan Howard Alpha Strategies Fund, LPAdviser 7.B Vehicle Multi-Strategy 2024
$700.1M
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
Truelink Capital I, L.P.Adviser 7.B Vehicle Buyout 2024
$648.3M
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 — Conning, Inc.

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

Allocation-Policy / Pacing Update

Conning, Inc. (OCIO / Wealth RIA, $106.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.2% Actual; $2,985.5M Unallocated Target Bandwidth). SEC Form ADV (801-18641, CRD #107423) verified $106.62B 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 2025-04-05

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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 — Conning, Inc.

664 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Conning, Inc. (24 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 11 Shared Vehicles

Metropolitan West Asset Management

OCIO / Wealth RIA Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Centerbridge Credit Partners V (2022 Vintage)
Conning, Inc.: $49.0M · SEC Form ADV 7.B
Metropolitan West Asset Management: $74.2M · SEC Form ADV 7.B

Additional shared vehicles: Centerbridge Credit Partners Master V (2022 Vintage) · Cerberus Institutional Real Estate Partners VI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust

Private Foundation Hood River, OR
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Institutional Real Estate Partners VI (2021 Vintage)
Conning, Inc.: $143.5M · SEC Form ADV 7.B
Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust: $16.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Centerbridge RE II (2021 Vintage) · Cerberus Institutional Real Estate Fund V (2021 Vintage)

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

Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Institutional Real Estate Fund V (2021 Vintage)
Conning, Inc.: $83.5M · SEC Form ADV 7.B
Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory: $32.0M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Institutional Real Estate Partners VI (2021 Vintage) · Cerberus Levered Loan Opportunities Fund IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+661 Additional Institutional LPs Report Shared Vehicles with Conning, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 25 total tracked records for Conning, Inc.) 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 (664 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 Conning, Inc.

Real Estate LPs →Buyout LPs →Private Credit LPs →Distressed / Special Situations LPs →Multi-Strategy LPs →

Frequently Asked Questions: Conning, Inc.

What type of institutional allocator is Conning, Inc. and what is their typical disclosed ticket size?

Conning, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Hartford, CT). Across 25 historical disclosure records tracked on Prilago ($5.68B total parsed USD across disclosed rows), the median disclosed amount is $101.8M (range: $15.0M to $745.5M).

Which private-market strategies appear in Conning, Inc.'s public disclosures?

Conning, Inc. has disclosed records across Real Estate, Buyout, Private Credit, Distressed / Special Situations, Multi-Strategy. Open preview records include Apollo Investment Fund XII (2025 Vintage), BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage), MC Credit Fund IV (2025 Vintage), Brevan Howard Alpha Strategies Fund, LP (2024 Vintage).

How are Conning, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Conning, Inc. 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 Conning, Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Conning, Inc.?

In Prilago's bilateral commitment graph, Conning, Inc. shares resolved underlying fund vehicles with 664 institutional LPs across 24 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 Metropolitan West Asset Management (11 shared vehicles, e.g. Centerbridge Credit Partners V (2022 Vintage)), Hood River Bannockburn Montague Philanthropic Foundation & Charitable Trust (9 shared vehicles, e.g. Cerberus Institutional Real Estate Partners VI (2021 Vintage)), Brazosport Genesee Valley Weatherby Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Cerberus Institutional Real Estate Fund V (2021 Vintage)).

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