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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Torrance, CA HQ: Torrance, CA

Ep Wealth Advisors

$44.5B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.91B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Growth Equity, Venture Capital (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$2.91B
Total AUM: $44.5B
Median Disclosed Amount
$84.0M
Range: $15.0M – $261.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Ep Wealth Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Ascent Venture Partners VI, LPAdviser 7.B Vehicle Venture Capital 2025
$216.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Net Lease Realty Fund IIAdviser 7.B Vehicle Real Estate 2024
$227.7M
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
Alchemy Special Opportunities Fund VAdviser 7.B Vehicle Distressed / Special Situations 2024
$193.6M
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
Permira VIII-2 SCSpAdviser 7.B Vehicle Buyout 2023
$88.8M
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
Phoenix Bear Partners, L.P.Adviser 7.B Vehicle Private Equity 2023
$72.2M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Ep Wealth Advisors

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

Allocation-Policy / Pacing Update

Ep Wealth Advisors (Family Office / MFO, $44.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.2% Actual; $800.6M Unallocated Target Bandwidth). SEC Form ADV (801-29358, CRD #111147) verified $44.48B 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 ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 — Ep Wealth Advisors

629 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ep Wealth Advisors (26 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 14 Shared Vehicles

Hanwha Life Insurance General Account

Insurance Company Seoul, South Korea
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Permira VIII-2 SCSp (2023 Vintage)
Ep Wealth Advisors: $88.8M · SEC Form ADV 7.B
Hanwha Life Insurance General Account: $126.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Phoenix Bear Partners, L.P. (2023 Vintage) · Pimco Braemar Real Estate Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Callan

OCIO / Wealth RIA San Francisco, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ALCHEMY SPECIAL OPPORTUNITIES V (2024 Vintage)
Ep Wealth Advisors: $193.6M · SEC Form ADV 7.B
Callan: $171.1M · SEC Form ADV 7.B

Additional shared vehicles: Permira VIII-2 SCSp (2023 Vintage) · Phoenix Bear Partners, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

TIAA General Account

Insurance Company New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Phoenix Bear Partners, L.P. (2023 Vintage)
Ep Wealth Advisors: $72.2M · SEC Form ADV 7.B
TIAA General Account: $46.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Permira VIII-2 SCSp (2023 Vintage) · Pimco Braemar Real Estate Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+626 Additional Institutional LPs Report Shared Vehicles with Ep Wealth 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 27 total tracked records for Ep Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (629 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 Ep Wealth Advisors

Real Estate LPs →Buyout LPs →Private Credit LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Ep Wealth Advisors

What type of institutional allocator is Ep Wealth Advisors and what is their typical disclosed ticket size?

Ep Wealth Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Torrance, CA; Headquarters: Torrance, CA). Across 27 historical disclosure records tracked on Prilago ($2.91B total parsed USD across disclosed rows), the median disclosed amount is $84.0M (range: $15.0M to $261.9M).

Which private-market strategies appear in Ep Wealth Advisors's public disclosures?

Ep Wealth Advisors has disclosed records across Real Estate, Buyout, Private Credit, Growth Equity, Venture Capital. Open preview records include Ascent Venture Partners VI, LP (2025 Vintage), TPG Angelo Gordon Net Lease Realty Fund II (2024 Vintage), Alchemy Special Opportunities Fund V (2024 Vintage), Permira VIII-2 SCSp (2023 Vintage).

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

Records for Ep Wealth 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 Ep Wealth Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ep-wealth-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 Ep Wealth Advisors?

In Prilago's bilateral commitment graph, Ep Wealth Advisors shares resolved underlying fund vehicles with 629 institutional LPs across 26 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 Hanwha Life Insurance General Account (14 shared vehicles, e.g. Permira VIII-2 SCSp (2023 Vintage)), Callan (14 shared vehicles, e.g. ALCHEMY SPECIAL OPPORTUNITIES V (2024 Vintage)), TIAA General Account (13 shared vehicles, e.g. Phoenix Bear Partners, L.P. (2023 Vintage)).

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