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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Chapel Hill, NC

Franklin Street Advisors Inc.

$4.5B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($408.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Infrastructure, Venture Capital, Real Assets (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$408.4M
Total AUM: $4.5B
Median Disclosed Amount
$27.1M
Range: $5.0M – $36.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Franklin Street Advisors Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Cross Ocean ESS Fund VAdviser 7.B Vehicle Distressed / Special Situations 2025
$36.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HIG Bayside Loan Opportunity Fund VIAdviser 7.B Vehicle Private Credit 2025
$34.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Power Opportunities Fund VI LPAdviser 7.B Vehicle Infrastructure 2025
$31.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Global Impact Fund IIIAdviser 7.B Vehicle Buyout 2025
$30.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JAZZ Human Performance Fund II LPAdviser 7.B Vehicle Venture Capital 2025
$27.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Franklin Street Advisors Inc.

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

Allocation-Policy / Pacing Update

Franklin Street Advisors Inc. (Family Office / MFO, $4.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $126.8M Unallocated Target Bandwidth). SEC Form ADV (801-39635, CRD #106275) verified $4.53B 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 2025-01-01

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Franklin Street Advisors Inc.

509 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Franklin Street Advisors Inc. (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 7 Shared Vehicles

Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Asia Credit Opportunities Fund II (2022 Vintage)
Franklin Street Advisors Inc.: $30.5M · SEC Form ADV 7.B
Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory: $50.5M · SEC Form ADV 7.B

Additional shared vehicles: KKR Credit Opportunities Partners II (2021 Vintage) · KKR Americas Fd XIII (2021 Vintage)

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

Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Credit Opportunities Partners II (2021 Vintage)
Franklin Street Advisors Inc.: $28.5M · SEC Form ADV 7.B
Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account: $74.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR Asia Credit Opportunities Fund II (2022 Vintage) · KKR Americas Fd XIII (2021 Vintage)

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

Sohar Al Batinah Oman Fayetteville Sovereign Strategic Investment Fund

Sovereign Wealth Fund Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Americas Fd XIII (2021 Vintage)
Franklin Street Advisors Inc.: $25.8M · SEC Form ADV 7.B
Sohar Al Batinah Oman Fayetteville Sovereign Strategic Investment Fund: $78.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: KKR Asia Credit Opportunities Fund II (2022 Vintage) · KKR Credit Opportunities Partners II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+506 Additional Institutional LPs Report Shared Vehicles with Franklin Street Advisors Inc.

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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 19 total tracked records for Franklin Street Advisors Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (509 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Franklin Street Advisors Inc.

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

Frequently Asked Questions: Franklin Street Advisors Inc.

What type of institutional allocator is Franklin Street Advisors Inc. and what is their typical disclosed ticket size?

Franklin Street Advisors Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Chapel Hill, NC). Across 19 historical disclosure records tracked on Prilago ($408.4M total parsed USD across disclosed rows), the median disclosed amount is $27.1M (range: $5.0M to $36.7M).

Which private-market strategies appear in Franklin Street Advisors Inc.'s public disclosures?

Franklin Street Advisors Inc. has disclosed records across Buyout, Private Credit, Infrastructure, Venture Capital, Real Assets. Open preview records include Cross Ocean ESS Fund V (2025 Vintage), HIG Bayside Loan Opportunity Fund VI (2025 Vintage), Oaktree Power Opportunities Fund VI LP (2025 Vintage), KKR Global Impact Fund III (2025 Vintage).

How are Franklin Street Advisors Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Franklin Street Advisors Inc. 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 Franklin Street Advisors Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/franklin-street-advisors-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Franklin Street Advisors Inc.?

In Prilago's bilateral commitment graph, Franklin Street Advisors Inc. shares resolved underlying fund vehicles with 509 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 Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. KKR Asia Credit Opportunities Fund II (2022 Vintage)), Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. KKR Credit Opportunities Partners II (2021 Vintage)), Sohar Al Batinah Oman Fayetteville Sovereign Strategic Investment Fund (7 shared vehicles, e.g. KKR Americas Fd XIII (2021 Vintage)).

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