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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

Hotchkis And Wiley Capital Management

$36.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.23B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Private Credit, Venture Capital (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.23B
Total AUM: $36.9B
Median Disclosed Amount
$85.0M
Range: $15.0M – $190.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Hotchkis And Wiley Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Blackstone Infrastructure Partners VIAdviser 7.B Vehicle Infrastructure 2025
$178.7M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Athyrium Capital Management, LPAdviser 7.B Vehicle Private Credit 2025
$165.4M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Primary Select IV, L.P.Adviser 7.B Vehicle Private Equity 2025
$140.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fairfield Multifamily Value Fund IVAdviser 7.B Vehicle Real Estate 2024
$25.0M
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
Mercer NMSIC Private Investments, L.P.Adviser 7.B Vehicle Buyout 2024
$157.2M
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 — Hotchkis And Wiley Capital Management

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

Allocation-Policy / Pacing Update

Hotchkis And Wiley Capital Management (OCIO / Wealth RIA, $36.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $480.1M Unallocated Target Bandwidth). SEC Form ADV (801-60512, CRD #114649) verified $36.93B 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 2025-04-25

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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 — Hotchkis And Wiley Capital Management

542 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hotchkis And Wiley Capital Management (26 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 14 Shared Vehicles

Santo Domingo Dominican Deschutes Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Exeter Industrial VI (2023 Vintage)
Hotchkis And Wiley Capital Management: $59.0M · SEC Form ADV 7.B
Santo Domingo Dominican Deschutes Sovereign Strategic Investment Fund: $41.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Falfurrias Growth Partners I (2023 Vintage) · Fairview Capital - Private Markets Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Muharraq Bahrain Hillsborough Sovereign Strategic Investment Fund

Sovereign Wealth Fund Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fairview Capital - Private Markets Fund VI (2022 Vintage)
Hotchkis And Wiley Capital Management: $114.0M · SEC Form ADV 7.B
Muharraq Bahrain Hillsborough Sovereign Strategic Investment Fund: $81.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Exeter Industrial VI (2023 Vintage) · F-Prime Capital VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Yaren Nauru Cape Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Falfurrias Growth Partners I (2023 Vintage)
Hotchkis And Wiley Capital Management: $23.5M · SEC Form ADV 7.B
Yaren Nauru Cape Sovereign Strategic Investment Fund: $29.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Exeter Industrial VI (2023 Vintage) · Fairview Capital - Private Markets Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+539 Additional Institutional LPs Report Shared Vehicles with Hotchkis And Wiley Capital Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Hotchkis And Wiley Capital Management

You are viewing 5 open public preview records (out of 26 total tracked records for Hotchkis And Wiley Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (542 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 Hotchkis And Wiley Capital Management

Frequently Asked Questions: Hotchkis And Wiley Capital Management

What type of institutional allocator is Hotchkis And Wiley Capital Management and what is their typical disclosed ticket size?

Hotchkis And Wiley Capital Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 26 historical disclosure records tracked on Prilago ($2.23B total parsed USD across disclosed rows), the median disclosed amount is $85.0M (range: $15.0M to $190.3M).

Which private-market strategies appear in Hotchkis And Wiley Capital Management's public disclosures?

Hotchkis And Wiley Capital Management has disclosed records across Buyout, Real Estate, Private Equity, Private Credit, Venture Capital. Open preview records include Blackstone Infrastructure Partners VI (2025 Vintage), Athyrium Capital Management, LP (2025 Vintage), Primary Select IV, L.P. (2025 Vintage), Fairfield Multifamily Value Fund IV (2024 Vintage).

How are Hotchkis And Wiley Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Hotchkis And Wiley Capital Management 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 Hotchkis And Wiley Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hotchkis-and-wiley-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Hotchkis And Wiley Capital Management?

In Prilago's bilateral commitment graph, Hotchkis And Wiley Capital Management shares resolved underlying fund vehicles with 542 institutional LPs across 26 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 Santo Domingo Dominican Deschutes Sovereign Strategic Investment Fund (14 shared vehicles, e.g. Exeter Industrial VI (2023 Vintage)), Muharraq Bahrain Hillsborough Sovereign Strategic Investment Fund (13 shared vehicles, e.g. Fairview Capital - Private Markets Fund VI (2022 Vintage)), Yaren Nauru Cape Sovereign Strategic Investment Fund (13 shared vehicles, e.g. Falfurrias Growth Partners I (2023 Vintage)).

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