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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Seattle, WA HQ: Seattle, WA

Empirical Wealth Management

$8.4B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($515.8M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Venture Capital, Secondaries, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$515.8M
Total AUM: $8.4B
Median Disclosed Amount
$20.0M
Range: $8.0M – $58.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Empirical Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Heitman Value Partners VIAdviser 7.B Vehicle Real Estate 2025
$48.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NewSpring Growth Capital IIAdviser 7.B Vehicle Growth Equity 2025
$48.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asia Alternatives Capital Partners VAdviser 7.B Vehicle Buyout 2025
$43.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bonfire Ventures IVAdviser 7.B Vehicle Venture Capital 2024
$8.0M
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
TPG Angelo Gordon Energy Credit Opportunities Fund IIAdviser 7.B Vehicle Private Credit 2024
$43.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Empirical Wealth Management

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

Allocation-Policy / Pacing Update

Empirical Wealth Management (Family Office / MFO, $8.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.7% Actual; $193.8M Unallocated Target Bandwidth). SEC Form ADV (801-72168, CRD #152622) verified $8.43B 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 2025-05-13

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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 — Empirical Wealth Management

462 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Empirical Wealth Management (17 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 5 Shared Vehicles

Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Galveston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Investors VII (2023 Vintage)
Empirical Wealth Management: $18.0M · SEC Form ADV 7.B
Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory: $48.2M · SEC Form ADV 7.B

Additional shared vehicles: Pantheon Global Secondary Fund VIII (2022 Vintage) · Pantheon Global Secondaries Fund VII (2020 Vintage)

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

Cranbrook Hartland Pembroke Mutual & Casualty Insurance General Account

Insurance Company Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Secondary Fund VIII (2022 Vintage)
Empirical Wealth Management: $19.5M · SEC Form ADV 7.B
Cranbrook Hartland Pembroke Mutual & Casualty Insurance General Account: $127.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pantheon Investors VII (2023 Vintage) · Pantheon Global Secondaries Fund VII (2020 Vintage)

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

Olayan Group (Olayan Financing Company)

Family Office / MFO Riyadh, Saudi Arabia / New York
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Secondaries Fund VII (2020 Vintage)
Empirical Wealth Management: $41.0M · SEC Form ADV 7.B
Olayan Group (Olayan Financing Company): $90.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pantheon Investors VII (2023 Vintage) · Pantheon Global Secondary Fund VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+459 Additional Institutional LPs Report Shared Vehicles with Empirical Wealth Management

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 17 total tracked records for Empirical Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (462 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 Empirical Wealth Management

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

Frequently Asked Questions: Empirical Wealth Management

What type of institutional allocator is Empirical Wealth Management and what is their typical disclosed ticket size?

Empirical Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Seattle, WA; Headquarters: Seattle, WA). Across 17 historical disclosure records tracked on Prilago ($515.8M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $8.0M to $58.9M).

Which private-market strategies appear in Empirical Wealth Management's public disclosures?

Empirical Wealth Management has disclosed records across Real Estate, Buyout, Venture Capital, Secondaries, Private Credit. Open preview records include Heitman Value Partners VI (2025 Vintage), NewSpring Growth Capital II (2025 Vintage), Asia Alternatives Capital Partners V (2025 Vintage), Bonfire Ventures IV (2024 Vintage).

How are Empirical Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Empirical Wealth Management 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 Empirical Wealth Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Empirical Wealth Management?

In Prilago's bilateral commitment graph, Empirical Wealth Management shares resolved underlying fund vehicles with 462 institutional LPs across 17 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 Galveston Bay Capistrano Ashford Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Pantheon Investors VII (2023 Vintage)), Cranbrook Hartland Pembroke Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Pantheon Global Secondary Fund VIII (2022 Vintage)), Olayan Group (Olayan Financing Company) (5 shared vehicles, e.g. Pantheon Global Secondaries Fund VII (2020 Vintage)).

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