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

First Foundation Advisors

$5.0B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($313.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, Infrastructure (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
$313.6M
Total AUM: $5.0B
Median Disclosed Amount
$18.5M
Range: $5.0M – $29.3M
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 — First Foundation Advisors

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
Lightspeed India Partners IAdviser 7.B Vehicle Venture Capital 2025
$29.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GreatPoint Opportunity Fund I, L.P.Adviser 7.B Vehicle Buyout 2025
$24.2M
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 Asia VIII (A), L.P.Adviser 7.B Vehicle Buyout 2025
$21.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookdale International Partners LPAdviser 7.B Vehicle Multi-Strategy 2024
$10.0M
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
KKR Real Estate Credit Opportunities IIIAdviser 7.B Vehicle Real Estate 2024
$27.5M
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 — First Foundation Advisors

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

Allocation-Policy / Pacing Update

First Foundation Advisors (Family Office / MFO, $5.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.2% Actual; $89.7M Unallocated Target Bandwidth). SEC Form ADV (801-35973, CRD #106075) verified $4.98B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-03-22

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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 — First Foundation Advisors

412 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as First Foundation Advisors (16 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

Wesleyan University Investment Office

University Endowment Middletown, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed India Partners I (2025 Vintage)
First Foundation Advisors: $29.3M · SEC Form ADV 7.B
Wesleyan University Investment Office: $18.3M · IRS Form 990 Sched D

Additional shared vehicles: Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage) · Carmel Partners Investment Fund VII, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage)
First Foundation Advisors: $18.0M · SEC Form ADV 7.B
Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account: $81.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carmel Partners Investment Fund VII, L.P. (2019 Vintage) · Carlyle Realty Partners VIII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Sage Advisory Services Ltd

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Carmel Partners Investment Fund VII, L.P. (2019 Vintage)
First Foundation Advisors: $14.2M · SEC Form ADV 7.B
Sage Advisory Services Ltd: $41.0M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage) · Carlyle Realty Partners VIII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+409 Additional Institutional LPs Report Shared Vehicles with First Foundation 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

Request Pilot Access to Full Workspace Data for First Foundation Advisors

You are viewing 5 open public preview records (out of 17 total tracked records for First Foundation Advisors) 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 (412 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 First Foundation Advisors

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

Frequently Asked Questions: First Foundation Advisors

What type of institutional allocator is First Foundation Advisors and what is their typical disclosed ticket size?

First Foundation Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Irvine, CA; Headquarters: Irvine, CA). Across 17 historical disclosure records tracked on Prilago ($313.6M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $5.0M to $29.3M).

Which private-market strategies appear in First Foundation Advisors's public disclosures?

First Foundation Advisors has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Infrastructure. Open preview records include Lightspeed India Partners I (2025 Vintage), GreatPoint Opportunity Fund I, L.P. (2025 Vintage), TPG Asia VIII (A), L.P. (2025 Vintage), Brookdale International Partners LP (2024 Vintage).

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

Records for First Foundation 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 First Foundation Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/first-foundation-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 First Foundation Advisors?

In Prilago's bilateral commitment graph, First Foundation Advisors shares resolved underlying fund vehicles with 412 institutional LPs across 16 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 Wesleyan University Investment Office (5 shared vehicles, e.g. Lightspeed India Partners I (2025 Vintage)), Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. Carlyle Renewable & Sustainable Energy Fund II, L.P. (2023 Vintage)), Sage Advisory Services Ltd (4 shared vehicles, e.g. Carmel Partners Investment Fund VII, L.P. (2019 Vintage)).

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