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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Great Falls, MT

D.A. Davidson &

$38.3B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($2.89B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Buyout, Venture Capital, Distressed / Special Situations (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
$2.89B
Total AUM: $38.3B
Median Disclosed Amount
$96.2M
Range: $15.0M – $267.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — D.A. Davidson &

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
Wind Point Partners X, L.P.Adviser 7.B Vehicle Buyout 2025
$267.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arcline Capital Partners VAdviser 7.B Vehicle Buyout 2025
$197.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Renaissance Venture Cap Fund III, LPAdviser 7.B Vehicle Venture Capital 2025
$197.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Credit Dislocation Partners IIAdviser 7.B Vehicle Private Credit 2024
$251.5M
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
Antler U.S. New Mexico, L.P.Adviser 7.B Vehicle Venture Capital 2024
$232.8M
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 — D.A. Davidson &

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

Allocation-Policy / Pacing Update

D.A. Davidson & (OCIO / Wealth RIA, $38.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $689.3M Unallocated Target Bandwidth). SEC Form ADV (801-45761, CRD #199) verified $38.30B 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 2025-05-18

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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 — D.A. Davidson &

513 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as D.A. Davidson & (25 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 12 Shared Vehicles

Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Net Lease Realty Fund III (2023 Vintage)
D.A. Davidson &: $124.8M · SEC Form ADV 7.B
Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory: $70.0M · SEC Form ADV 7.B

Additional shared vehicles: TPG Angelo Gordon Distressed Real Estate Fund III (2023 Vintage) · TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage)

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

Thornburg Investment Management

OCIO / Wealth RIA Santa Fe, NM
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Distressed Real Estate Fund III (2023 Vintage)
D.A. Davidson &: $85.5M · SEC Form ADV 7.B
Thornburg Investment Management: $99.5M · SEC Form ADV 7.B

Additional shared vehicles: TPG Angelo Gordon Net Lease Realty Fund III (2023 Vintage) · TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Klarman Family Foundation

Private Foundation Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage)
D.A. Davidson &: $66.2M · SEC Form ADV 7.B
Klarman Family Foundation: $11.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: TPG Angelo Gordon Net Lease Realty Fund III (2023 Vintage) · TPG Angelo Gordon Distressed Real Estate Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+510 Additional Institutional LPs Report Shared Vehicles with D.A. Davidson &

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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 D.A. Davidson &) 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 (513 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 D.A. Davidson &

Private Credit LPs →Real Estate LPs →Buyout LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: D.A. Davidson &

What type of institutional allocator is D.A. Davidson & and what is their typical disclosed ticket size?

D.A. Davidson & is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Great Falls, MT). Across 25 historical disclosure records tracked on Prilago ($2.89B total parsed USD across disclosed rows), the median disclosed amount is $96.2M (range: $15.0M to $267.8M).

Which private-market strategies appear in D.A. Davidson &'s public disclosures?

D.A. Davidson & has disclosed records across Private Credit, Real Estate, Buyout, Venture Capital, Distressed / Special Situations. Open preview records include Wind Point Partners X, L.P. (2025 Vintage), Arcline Capital Partners V (2025 Vintage), Renaissance Venture Cap Fund III, LP (2025 Vintage), KKR Credit Dislocation Partners II (2024 Vintage).

How are D.A. Davidson &'s historical records substantiated and separated from active searches on Prilago?

Records for D.A. Davidson & 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 D.A. Davidson &'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside D.A. Davidson &?

In Prilago's bilateral commitment graph, D.A. Davidson & shares resolved underlying fund vehicles with 513 institutional LPs across 25 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 Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. TPG Angelo Gordon Net Lease Realty Fund III (2023 Vintage)), Thornburg Investment Management (11 shared vehicles, e.g. TPG Angelo Gordon Distressed Real Estate Fund III (2023 Vintage)), Klarman Family Foundation (10 shared vehicles, e.g. TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage)).

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