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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Plymouth, MI HQ: Plymouth, MI

Ipex, Inc.

$1.6B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($108.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Private Credit, Distressed / Special Situations (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$108.6M
Total AUM: $1.6B
Median Disclosed Amount
$6.9M
Range: $2.5M – $9.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Ipex, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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 Topaz Fund, L.P.Adviser 7.B Vehicle Private Equity 2025
$7.7M
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 Coinvest Fund (N2), L.P.Adviser 7.B Vehicle Distressed / Special Situations 2025
$6.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners III, LPAdviser 7.B Vehicle Real Estate 2025
$6.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Resilient Real Estate Fund IIIAdviser 7.B Vehicle Real Estate 2024
$7.5M
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
Mountaingate IIIAdviser 7.B Vehicle Buyout 2024
$9.3M
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 — Ipex, Inc.

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

Allocation-Policy / Pacing Update

Ipex, Inc. (OCIO / Wealth RIA, $1.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $20.5M Unallocated Target Bandwidth). SEC Form ADV (801-71851, CRD #124337) verified $1.57B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Ipex, Inc.

431 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ipex, Inc. (16 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 4 Shared Vehicles

Summit Rock Advisors

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newlight Senior Debt Fund IV (2023 Vintage)
Ipex, Inc.: $5.2M · SEC Form ADV 7.B
Summit Rock Advisors: $70.5M · SEC Form ADV 7.B

Additional shared vehicles: NexPhase Capital Fund IV, LP (2021 Vintage) · Newport Capital Partners III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Coweta High Country Lindqvist Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NexPhase Capital Fund IV, LP (2021 Vintage)
Ipex, Inc.: $5.2M · SEC Form ADV 7.B
Coweta High Country Lindqvist Mutual & Casualty Insurance General Account: $71.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Newlight Senior Debt Fund IV (2023 Vintage) · Newport Capital Partners III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Halifax Hopewell Stanfield Regional Health System Master Investment Pool

Healthcare / Hospital System Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newport Capital Partners III (2021 Vintage)
Ipex, Inc.: $3.8M · SEC Form ADV 7.B
Halifax Hopewell Stanfield Regional Health System Master Investment Pool: $30.8M · IRS Form 990 Sched D

Additional shared vehicles: Newlight Senior Debt Fund IV (2023 Vintage) · NexPhase Capital Fund IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+428 Additional Institutional LPs Report Shared Vehicles with Ipex, 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 17 total tracked records for Ipex, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (431 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Ipex, Inc.

Buyout LPs →Real Estate LPs →Private Equity LPs →Private Credit LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Ipex, Inc.

What type of institutional allocator is Ipex, Inc. and what is their typical disclosed ticket size?

Ipex, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Plymouth, MI; Headquarters: Plymouth, MI). Across 17 historical disclosure records tracked on Prilago ($108.6M total parsed USD across disclosed rows), the median disclosed amount is $6.9M (range: $2.5M to $9.3M).

Which private-market strategies appear in Ipex, Inc.'s public disclosures?

Ipex, Inc. has disclosed records across Buyout, Real Estate, Private Equity, Private Credit, Distressed / Special Situations. Open preview records include Blackstone Topaz Fund, L.P. (2025 Vintage), B Capital Coinvest Fund (N2), L.P. (2025 Vintage), TPG Real Estate Partners III, LP (2025 Vintage), Blackstone Green Resilient Real Estate Fund III (2024 Vintage).

How are Ipex, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Ipex, 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 Ipex, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ipex-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 Ipex, Inc.?

In Prilago's bilateral commitment graph, Ipex, Inc. shares resolved underlying fund vehicles with 431 institutional LPs across 16 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 Summit Rock Advisors (4 shared vehicles, e.g. Newlight Senior Debt Fund IV (2023 Vintage)), Coweta High Country Lindqvist Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. NexPhase Capital Fund IV, LP (2021 Vintage)), Halifax Hopewell Stanfield Regional Health System Master Investment Pool (4 shared vehicles, e.g. Newport Capital Partners III (2021 Vintage)).

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