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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

Core And Value Advisors

$12.8B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($642.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Infrastructure, Private 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$642.4M
Total AUM: $12.8B
Median Disclosed Amount
$35.2M
Range: $10.0M – $61.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Core And Value Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
BentallGreenOak US Cold Storage, LPAdviser 7.B Vehicle Private Equity 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
HarbourVest Partners VIIIAdviser 7.B Vehicle Fund of Funds 2025
$50.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Renewable Partners LPAdviser 7.B Vehicle Infrastructure 2025
$45.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
M/C Partners IXAdviser 7.B Vehicle Buyout 2024
$61.4M
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
GIP Emerging Markets Fund IIAdviser 7.B Vehicle Infrastructure 2024
$45.3M
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 — Core And Value Advisors

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

Allocation-Policy / Pacing Update

Core And Value Advisors (OCIO / Wealth RIA, $12.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 11.2% Actual; $230.9M Unallocated Target Bandwidth). SEC Form ADV (801-72087, CRD #156093) verified $12.82B discretionary AUM (Item 5.G.(12) External Private Manager Selection + 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 2025-02-14

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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 — Core And Value Advisors

544 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Core And Value Advisors (19 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 7 Shared Vehicles

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage)
Core And Value Advisors: $35.5M · SEC Form ADV 7.B
Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory: $84.8M · SEC Form ADV 7.B

Additional shared vehicles: HG Saturn 3 Fund LP (2022 Vintage) · HIG Bayside Debt & LBO Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Fort Washington Investment Advisors

OCIO / Wealth RIA Cincinnati, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HG Saturn 3 Fund LP (2022 Vintage)
Core And Value Advisors: $23.8M · SEC Form ADV 7.B
Fort Washington Investment Advisors: $106.5M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage) · Frazier Healthcare Growth Buyout Fund X (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Ashuelot Bluegrass Bellingham Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HIG Bayside Debt & LBO Fund IV (2021 Vintage)
Core And Value Advisors: $40.5M · SEC Form ADV 7.B
Ashuelot Bluegrass Bellingham Regional Health System Master Investment Pool: $20.5M · IRS Form 990 Sched D

Additional shared vehicles: HG Saturn 3 Fund LP (2022 Vintage) · H.I.G. Realty Partners IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+541 Additional Institutional LPs Report Shared Vehicles with Core And Value Advisors

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

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You are viewing 5 open public preview records (out of 19 total tracked records for Core And Value Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (544 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 Core And Value Advisors

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

Frequently Asked Questions: Core And Value Advisors

What type of institutional allocator is Core And Value Advisors and what is their typical disclosed ticket size?

Core And Value Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 19 historical disclosure records tracked on Prilago ($642.4M total parsed USD across disclosed rows), the median disclosed amount is $35.2M (range: $10.0M to $61.4M).

Which private-market strategies appear in Core And Value Advisors's public disclosures?

Core And Value Advisors has disclosed records across Buyout, Real Estate, Private Credit, Infrastructure, Private Equity. Open preview records include BentallGreenOak US Cold Storage, LP (2025 Vintage), HarbourVest Partners VIII (2025 Vintage), Brookfield Renewable Partners LP (2025 Vintage), M/C Partners IX (2024 Vintage).

How are Core And Value Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Core And Value Advisors 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 Core And Value Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Core And Value Advisors?

In Prilago's bilateral commitment graph, Core And Value Advisors shares resolved underlying fund vehicles with 544 institutional LPs across 19 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 Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. H.I.G. Middle Market Direct Lending Fund IV (2023 Vintage)), Fort Washington Investment Advisors (6 shared vehicles, e.g. HG Saturn 3 Fund LP (2022 Vintage)), Ashuelot Bluegrass Bellingham Regional Health System Master Investment Pool (5 shared vehicles, e.g. HIG Bayside Debt & LBO Fund IV (2021 Vintage)).

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