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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Philadelphia, PA HQ: Philadelphia, PA

Corient Shc Wealth Management (US)

$1.5B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($97.3M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Fund of Funds, 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$97.3M
Total AUM: $1.5B
Median Disclosed Amount
$7.1M
Range: $2.5M – $8.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 Shc Wealth Management (US)

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Jaguar Real Estate Partners II LPAdviser 7.B Vehicle Real Estate 2025
$8.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Andreessen Horowitz LSV Fund IVAdviser 7.B Vehicle Venture Capital 2025
$7.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Two Sigma Spectrum US Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$7.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Red Tree Ventures IIAdviser 7.B Vehicle Venture Capital 2025
$6.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hellman & Friedman XIIAdviser 7.B Vehicle Buyout 2024
$7.1M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Corient Shc Wealth Management (US)

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

Allocation-Policy / Pacing Update

Corient Shc Wealth Management (US) (Philadelphia, PA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($26.3M allocation gap toward a 16.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-16

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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 Shc Wealth Management (US)

552 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Corient Shc Wealth Management (US) (15 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

Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Brookline, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest XI (2020 Vintage)
Corient Shc Wealth Management (US): $6.8M · SEC Form ADV 7.B
Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds: $101.2M · SEC Form ADV 7.B

Additional shared vehicles: HarbourVest Dover XI (2020 Vintage) · HarbourVest Dover Street X (2019 Vintage)

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

Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Appleton, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Dover XI (2020 Vintage)
Corient Shc Wealth Management (US): $5.2M · SEC Form ADV 7.B
Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory: $60.8M · SEC Form ADV 7.B

Additional shared vehicles: HarbourVest XI (2020 Vintage) · HarbourVest Dover Street X (2019 Vintage)

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

Nationwide Mutual Insurance General Account

Insurance Company Columbus, OH
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
HarbourVest Dover Street X (2019 Vintage)
Corient Shc Wealth Management (US): $3.5M · SEC Form ADV 7.B
Nationwide Mutual Insurance General Account: $46.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest XI (2020 Vintage) · HarbourVest Dover XI (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+549 Additional Institutional LPs Report Shared Vehicles with Corient Shc Wealth Management (US)

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Corient Shc Wealth Management (US)

You are viewing 5 open public preview records (out of 15 total tracked records for Corient Shc Wealth Management (US)) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (552 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 Shc Wealth Management (US)

Venture Capital LPs →Real Estate LPs →Buyout LPs →Fund of Funds LPs →Multi-Strategy LPs →

Frequently Asked Questions: Corient Shc Wealth Management (US)

What type of institutional allocator is Corient Shc Wealth Management (US) and what is their typical disclosed ticket size?

Corient Shc Wealth Management (US) is categorized under Family Office / MFO (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 15 historical disclosure records tracked on Prilago ($97.3M total parsed USD across disclosed rows), the median disclosed amount is $7.1M (range: $2.5M to $8.6M).

Which private-market strategies appear in Corient Shc Wealth Management (US)'s public disclosures?

Corient Shc Wealth Management (US) has disclosed records across Venture Capital, Real Estate, Buyout, Fund of Funds, Multi-Strategy. Open preview records include Jaguar Real Estate Partners II LP (2025 Vintage), Andreessen Horowitz LSV Fund IV (2025 Vintage), Two Sigma Spectrum US Fund LP (2025 Vintage), Red Tree Ventures II (2025 Vintage).

How are Corient Shc Wealth Management (US)'s historical records substantiated and separated from active searches on Prilago?

Records for Corient Shc Wealth Management (US) 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 Shc Wealth Management (US)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/corient-shc-wealth-management-us 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 Shc Wealth Management (US)?

In Prilago's bilateral commitment graph, Corient Shc Wealth Management (US) shares resolved underlying fund vehicles with 552 institutional LPs across 15 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 Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (3 shared vehicles, e.g. HarbourVest XI (2020 Vintage)), Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. HarbourVest Dover XI (2020 Vintage)), Nationwide Mutual Insurance General Account (3 shared vehicles, e.g. HarbourVest Dover Street X (2019 Vintage)).

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