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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: St. Louis, MO HQ: St. Louis, MO

Focus Partners Wealth

$148.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($8.21B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Infrastructure, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$8.21B
Total AUM: $148.2B
Median Disclosed Amount
$123.5M
Range: $15.0M – $1.20B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Focus Partners Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Strategic Special VIAdviser 7.B Vehicle Private Credit 2025
$1.04B
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antler U.S. New Mexico, L.P.Adviser 7.B Vehicle Venture Capital 2025
$991.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed India Partners IAdviser 7.B Vehicle Venture Capital 2025
$887.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Axiom Asia Private Capital Fund III, L.P.Adviser 7.B Vehicle Buyout 2024
$1.20B
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
AEW Partners Real Estate Fund XAdviser 7.B Vehicle Real Estate 2024
$1.13B
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 — Focus Partners Wealth

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

Allocation-Policy / Pacing Update

Focus Partners Wealth (Family Office / MFO, $148.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $4,150.7M Unallocated Target Bandwidth). SEC Form ADV (801-72862, CRD #159289) verified $148.24B 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 2025-03-22

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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 (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 — Focus Partners Wealth

562 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Focus Partners Wealth (21 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 9 Shared Vehicles

Arapahoe Burlingame Blackwood Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EIV Capital Fund V (2022 Vintage)
Focus Partners Wealth: $143.0M · SEC Form ADV 7.B
Arapahoe Burlingame Blackwood Industrial Consolidated Master Retirement Trust: $39.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EJF Silvergate II (2021 Vintage) · EJF Ventures I (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Winslow Capital Management

OCIO / Wealth RIA Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Shore Capital Healthcare Partners Fund V (2023 Vintage)
Focus Partners Wealth: $25.0M · SEC Form ADV 7.B
Winslow Capital Management: $35.0M · SEC Form ADV 7.B

Additional shared vehicles: EIV Capital Fund V (2022 Vintage) · EJF Silvergate II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Hopewell Grand Strand Vance University Foundation & Endowment Pool

University Endowment New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EJF Silvergate II (2021 Vintage)
Focus Partners Wealth: $140.2M · SEC Form ADV 7.B
Hopewell Grand Strand Vance University Foundation & Endowment Pool: $19.2M · IRS Form 990 Sched D

Additional shared vehicles: EIV Capital Fund V (2022 Vintage) · EJF Ventures I (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+559 Additional Institutional LPs Report Shared Vehicles with Focus Partners Wealth

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 21 total tracked records for Focus Partners Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (562 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 Focus Partners Wealth

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

Frequently Asked Questions: Focus Partners Wealth

What type of institutional allocator is Focus Partners Wealth and what is their typical disclosed ticket size?

Focus Partners Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: St. Louis, MO; Headquarters: St. Louis, MO). Across 21 historical disclosure records tracked on Prilago ($8.21B total parsed USD across disclosed rows), the median disclosed amount is $123.5M (range: $15.0M to $1.20B).

Which private-market strategies appear in Focus Partners Wealth's public disclosures?

Focus Partners Wealth has disclosed records across Buyout, Venture Capital, Real Estate, Infrastructure, Private Credit. Open preview records include Strategic Special VI (2025 Vintage), Antler U.S. New Mexico, L.P. (2025 Vintage), Lightspeed India Partners I (2025 Vintage), Axiom Asia Private Capital Fund III, L.P. (2024 Vintage).

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

Records for Focus Partners Wealth 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 Focus Partners Wealth's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Focus Partners Wealth?

In Prilago's bilateral commitment graph, Focus Partners Wealth shares resolved underlying fund vehicles with 562 institutional LPs across 21 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 Arapahoe Burlingame Blackwood Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. EIV Capital Fund V (2022 Vintage)), Winslow Capital Management (8 shared vehicles, e.g. Shore Capital Healthcare Partners Fund V (2023 Vintage)), Hopewell Grand Strand Vance University Foundation & Endowment Pool (8 shared vehicles, e.g. EJF Silvergate II (2021 Vintage)).

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