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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Miami, FL HQ: Miami, FL

Corient

$148.0B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($8.75B parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Buyout, Real Estate, Venture Capital, Private Credit (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
$8.75B
Total AUM: $148.0B
Median Disclosed Amount
$102.5M
Range: $15.0M – $1.25B
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 — Corient

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
Backcast Credit Opportunities IIAdviser 7.B Vehicle Private Credit 2025
$1.18B
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hopen Life Sciences Fund II, LPAdviser 7.B Vehicle Buyout 2025
$925.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$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
EQT Exeter Logistics Value Fund IIIAdviser 7.B Vehicle Real Estate 2024
$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
Madison Dearborn Capital Partners IXAdviser 7.B Vehicle Buyout 2024
$1.25B
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 — Corient

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

Allocation-Policy / Pacing Update

Corient (Family Office / MFO, $148.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 22.7% Actual; $444.0M Unallocated Target Bandwidth). SEC Form ADV (801-124978, CRD #319448) verified $148.00B 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 2025-05-23

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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 — Corient

907 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Corient (23 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

Sheffield South Yorkshire Hallamshire Sovereign Industrial Pool Fenwick Sovereign Strategic Investment Fund

Sovereign Wealth Fund Sheffield, South
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Dover Street XI (2024 Vintage)
Corient: $142.5M · SEC Form ADV 7.B
Sheffield South Yorkshire Hallamshire Sovereign Industrial Pool Fenwick Sovereign Strategic Investment Fund: $82.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hamilton Lane Secondary Funds, LP (2023 Vintage) · Hancock Timberland & Farmland, L.P. (2022 Vintage)

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

Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hamilton Lane Secondary Funds, LP (2023 Vintage)
Corient: $52.0M · SEC Form ADV 7.B
Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory: $25.0M · SEC Form ADV 7.B

Additional shared vehicles: HarbourVest Dover Street XI (2024 Vintage) · Hancock Timberland & Farmland, L.P. (2022 Vintage)

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

National Pension Service of Korea (NPS)

Public Pension Plan Jeonju, South Korea
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hancock Timberland & Farmland, L.P. (2022 Vintage)
Corient: $130.2M · SEC Form ADV 7.B
National Pension Service of Korea (NPS): $250.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hamilton Lane Secondary Funds, LP (2023 Vintage) · Hammes Partners IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+904 Additional Institutional LPs Report Shared Vehicles with Corient

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 Corient

You are viewing 5 open public preview records (out of 25 total tracked records for Corient) 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 (907 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 Corient

Secondaries LPs →Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Credit LPs →

Frequently Asked Questions: Corient

What type of institutional allocator is Corient and what is their typical disclosed ticket size?

Corient is categorized under Family Office / MFO (Regional Roadshow Hub: Miami, FL; Headquarters: Miami, FL). Across 25 historical disclosure records tracked on Prilago ($8.75B total parsed USD across disclosed rows), the median disclosed amount is $102.5M (range: $15.0M to $1.25B).

Which private-market strategies appear in Corient's public disclosures?

Corient has disclosed records across Secondaries, Buyout, Real Estate, Venture Capital, Private Credit. Open preview records include Backcast Credit Opportunities II (2025 Vintage), Hopen Life Sciences Fund II, LP (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage), EQT Exeter Logistics Value Fund III (2024 Vintage).

How are Corient's historical records substantiated and separated from active searches on Prilago?

Records for Corient 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 Corient's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Corient?

In Prilago's bilateral commitment graph, Corient shares resolved underlying fund vehicles with 907 institutional LPs across 23 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 Sheffield South Yorkshire Hallamshire Sovereign Industrial Pool Fenwick Sovereign Strategic Investment Fund (11 shared vehicles, e.g. HarbourVest Dover Street XI (2024 Vintage)), Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Hamilton Lane Secondary Funds, LP (2023 Vintage)), National Pension Service of Korea (NPS) (9 shared vehicles, e.g. Hancock Timberland & Farmland, L.P. (2022 Vintage)).

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