Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Florida HQ: Boca Raton, FL

Iii Capital Management

$88.2B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($4.33B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, Growth Equity, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$4.33B
Total AUM: $88.2B
Median Disclosed Amount
$88.8M
Range: $15.0M – $487.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
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 — Iii Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
Harbourvest Direct Lending Fund IIAdviser 7.B Vehicle Private Credit 2025
$487.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners IX Growth LPAdviser 7.B Vehicle Venture Capital 2025
$457.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Menlo Ventures XVII, LPAdviser 7.B Vehicle Venture Capital 2025
$423.5M
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 Catalyst Partners XIAdviser 7.B Vehicle Venture Capital 2024
$402.4M
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
Newlight Senior Credit Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2024
$360.0M
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 — Iii Capital Management

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

Allocation-Policy / Pacing Update

Iii Capital Management (OCIO / Wealth RIA, $88.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $1,588.2M Unallocated Target Bandwidth). SEC Form ADV (801-60505, CRD #113539) verified $88.24B 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 2025-05-23

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Iii Capital Management

666 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Iii Capital Management (27 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 13 Shared Vehicles

Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

Institutional Trust Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LeapFrog Emerging Consumer Fund IV (2023 Vintage)
Iii Capital Management: $146.2M · SEC Form ADV 7.B
Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust: $28.2M · IRS Form 990 Sched D

Additional shared vehicles: Landmark RE Sec IX (2022 Vintage) · Leonard Green Equity Investors IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Landmark RE Sec IX (2022 Vintage)
Iii Capital Management: $402.4M · SEC Form ADV 7.B
Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory: $61.5M · SEC Form ADV 7.B

Additional shared vehicles: LeapFrog Emerging Consumer Fund IV (2023 Vintage) · Leonard Green Equity Investors IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Leonard Green Equity Investors IX (2022 Vintage)
Iii Capital Management: $93.2M · SEC Form ADV 7.B
Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account: $73.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: LeapFrog Emerging Consumer Fund IV (2023 Vintage) · Landseer Special Opportunities I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+663 Additional Institutional LPs Report Shared Vehicles with Iii Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Iii Capital Management

You are viewing 5 open public preview records (out of 28 total tracked records for Iii Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (666 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Iii Capital Management and our interactive GP workspace.

Strategies Disclosed by Iii Capital Management

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

Frequently Asked Questions: Iii Capital Management

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

Iii Capital Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Florida; Headquarters: Boca Raton, FL). Across 28 historical disclosure records tracked on Prilago ($4.33B total parsed USD across disclosed rows), the median disclosed amount is $88.8M (range: $15.0M to $487.1M).

Which private-market strategies appear in Iii Capital Management's public disclosures?

Iii Capital Management has disclosed records across Venture Capital, Buyout, Private Credit, Growth Equity, Real Estate. Open preview records include Harbourvest Direct Lending Fund II (2025 Vintage), Thrive Capital Partners IX Growth LP (2025 Vintage), Menlo Ventures XVII, LP (2025 Vintage), General Catalyst Partners XI (2024 Vintage).

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

Records for Iii 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 Iii Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/iii-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 Iii Capital Management?

In Prilago's bilateral commitment graph, Iii Capital Management shares resolved underlying fund vehicles with 666 institutional LPs across 27 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 Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust (13 shared vehicles, e.g. LeapFrog Emerging Consumer Fund IV (2023 Vintage)), Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Landmark RE Sec IX (2022 Vintage)), Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Leonard Green Equity Investors IX (2022 Vintage)).

Related OCIO / Wealth RIA & Florida Institutional LPs

Florida State Board of Administration (423)Tallahassee Retirement System (Tallahassee RS) (45)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Cliffwater (32)Commonwealth Financial Network (32)