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

Forvis Mazars Wealth Advisors

$11.8B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($1.06B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Growth Equity (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$1.06B
Total AUM: $11.8B
Median Disclosed Amount
$70.0M
Range: $8.0M – $100.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
2 Gatekeepers · 4 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 — Forvis Mazars Wealth Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Dawson Partners (Empire), LPAdviser 7.B Vehicle Private Credit 2025
$100.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Backcast Credit Opportunities IIAdviser 7.B Vehicle Private Credit 2025
$94.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apogem Capital Private Equity XIAdviser 7.B Vehicle Buyout 2025
$87.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Insurance Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$82.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
B Capital Ascent Fund III, L.P.Adviser 7.B Vehicle Buyout 2025
$82.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

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

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

Allocation-Policy / Pacing Update

Forvis Mazars Wealth Advisors (Springfield, MO) committed $82.7M to Bain Capital Insurance Fund, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($272.0M allocation gap toward a 23.0% target, advised by FEG Investment Advisors).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-22

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Forvis Mazars Wealth Advisors

507 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Forvis Mazars Wealth Advisors (19 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 8 Shared Vehicles

National Development Fund of Saudi Arabia (NDF Sovereign Fund)

Sovereign Wealth Fund Riyadh, Saudi Arabia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HIG Middle Market Direct Lending Fund IV (2023 Vintage)
Forvis Mazars Wealth Advisors: $26.2M · SEC Form ADV 7.B
National Development Fund of Saudi Arabia (NDF Sovereign Fund): $160.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Accel-KKR Growth Capital Partners IV (2022 Vintage) · HIG Bayside Loan Opportunity Fund V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Corebridge Financial General Account

Insurance Company Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HIG Bayside Loan Opportunity Fund V (2020 Vintage)
Forvis Mazars Wealth Advisors: $81.5M · SEC Form ADV 7.B
Corebridge Financial General Account: $90.5M · SEC EDGAR Filing

Additional shared vehicles: HIG Middle Market Direct Lending Fund IV (2023 Vintage) · HIG Capital Middle Market III (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Guardian Life General Account

Insurance Company New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HIG Capital Middle Market III (2020 Vintage)
Forvis Mazars Wealth Advisors: $78.8M · SEC Form ADV 7.B
Guardian Life General Account: $94.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HIG Middle Market Direct Lending Fund IV (2023 Vintage) · HIG Bayside Loan Opportunity Fund V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+504 Additional Institutional LPs Report Shared Vehicles with Forvis Mazars 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

Request Pilot Access to Full Workspace Data for Forvis Mazars Wealth Advisors

You are viewing 5 open public preview records (out of 20 total tracked records for Forvis Mazars Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (507 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Forvis Mazars Wealth Advisors

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

Frequently Asked Questions: Forvis Mazars Wealth Advisors

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

Forvis Mazars Wealth Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Springfield, MO; Headquarters: Springfield, MO). Across 20 historical disclosure records tracked on Prilago ($1.06B total parsed USD across disclosed rows), the median disclosed amount is $70.0M (range: $8.0M to $100.1M).

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

Forvis Mazars Wealth Advisors has disclosed records across Buyout, Private Credit, Venture Capital, Growth Equity. Open preview records include Dawson Partners (Empire), LP (2025 Vintage), Backcast Credit Opportunities II (2025 Vintage), Apogem Capital Private Equity XI (2025 Vintage), Bain Capital Insurance Fund, L.P. (2025 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/forvis-mazars-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 Forvis Mazars Wealth Advisors?

In Prilago's bilateral commitment graph, Forvis Mazars Wealth Advisors shares resolved underlying fund vehicles with 507 institutional LPs across 19 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 National Development Fund of Saudi Arabia (NDF Sovereign Fund) (8 shared vehicles, e.g. HIG Middle Market Direct Lending Fund IV (2023 Vintage)), Corebridge Financial General Account (7 shared vehicles, e.g. HIG Bayside Loan Opportunity Fund V (2020 Vintage)), Guardian Life General Account (7 shared vehicles, e.g. HIG Capital Middle Market III (2020 Vintage)).

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