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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

Harris | Oakmark

$109.5B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($5.14B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Real Estate, Private 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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$5.14B
Total AUM: $109.5B
Median Disclosed Amount
$97.5M
Range: $15.0M – $563.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Harris | Oakmark

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
Lake Signal Fund, L.P.Adviser 7.B Vehicle Private Credit 2025
$563.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Marathon Eco IV European Credit Opportunities IVAdviser 7.B Vehicle Private Credit 2025
$465.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic Partners XVAdviser 7.B Vehicle Growth Equity 2025
$416.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners VIII Growth LPAdviser 7.B Vehicle Venture Capital 2024
$416.8M
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
Stone Point IXAdviser 7.B Vehicle Private Equity 2023
$105.8M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Harris | Oakmark

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

Allocation-Policy / Pacing Update

Harris | Oakmark (OCIO / Wealth RIA, $109.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $1,422.9M Unallocated Target Bandwidth). SEC Form ADV (801-50333, CRD #106960) verified $109.45B discretionary AUM (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 2025-05-18

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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 — Harris | Oakmark

624 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Harris | Oakmark (28 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 12 Shared Vehicles

Chippewa Valley Calcasieu Breckenridge Regional Health System Master Investment Pool

Healthcare / Hospital System Eau Claire, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital X (2023 Vintage)
Harris | Oakmark: $85.8M · SEC Form ADV 7.B
Chippewa Valley Calcasieu Breckenridge Regional Health System Master Investment Pool: $55.8M · IRS Form 990 Sched D

Additional shared vehicles: Stepstone Real Estate Partners V (2023 Vintage) · Stockbridge Value Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

The Bollard Group

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stepstone Real Estate Partners V (2023 Vintage)
Harris | Oakmark: $49.8M · SEC Form ADV 7.B
The Bollard Group: $11.0M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital X (2023 Vintage) · Stockbridge Value Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point IX (2023 Vintage)
Harris | Oakmark: $105.8M · SEC Form ADV 7.B
Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory: $100.0M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital X (2023 Vintage) · Stone Point Capital Trident X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+621 Additional Institutional LPs Report Shared Vehicles with Harris | Oakmark

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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 31 total tracked records for Harris | Oakmark) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (624 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 Harris | Oakmark

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

Frequently Asked Questions: Harris | Oakmark

What type of institutional allocator is Harris | Oakmark and what is their typical disclosed ticket size?

Harris | Oakmark is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 31 historical disclosure records tracked on Prilago ($5.14B total parsed USD across disclosed rows), the median disclosed amount is $97.5M (range: $15.0M to $563.9M).

Which private-market strategies appear in Harris | Oakmark's public disclosures?

Harris | Oakmark has disclosed records across Buyout, Venture Capital, Private Credit, Real Estate, Private Equity. Open preview records include Lake Signal Fund, L.P. (2025 Vintage), Marathon Eco IV European Credit Opportunities IV (2025 Vintage), General Atlantic Partners XV (2025 Vintage), Thrive Capital Partners VIII Growth LP (2024 Vintage).

How are Harris | Oakmark's historical records substantiated and separated from active searches on Prilago?

Records for Harris | Oakmark 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 Harris | Oakmark's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Harris | Oakmark?

In Prilago's bilateral commitment graph, Harris | Oakmark shares resolved underlying fund vehicles with 624 institutional LPs across 28 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 Chippewa Valley Calcasieu Breckenridge Regional Health System Master Investment Pool (12 shared vehicles, e.g. Stone Point Capital X (2023 Vintage)), The Bollard Group (10 shared vehicles, e.g. Stepstone Real Estate Partners V (2023 Vintage)), Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Stone Point IX (2023 Vintage)).

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