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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Philadelphia, PA HQ: Philadelphia, PA

Janney Montgomery Scott

$76.2B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($3.59B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Real Estate, Infrastructure (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$3.59B
Total AUM: $76.2B
Median Disclosed Amount
$85.5M
Range: $15.0M – $420.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Janney Montgomery Scott

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Oakley Capital VI-B1 SCSpAdviser 7.B Vehicle Buyout 2025
$420.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Khosla Ventures IX, LPAdviser 7.B Vehicle Venture Capital 2025
$395.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Partners IX, L.P.Adviser 7.B Vehicle Buyout 2025
$365.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
VPC Asset Backed Opportunistic Credit Fund II, L.P.Adviser 7.B Vehicle Private Credit 2025
$347.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Khosla Ventures Opportunity II, L.P.Adviser 7.B Vehicle Venture Capital 2025
$347.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Janney Montgomery Scott

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

Allocation-Policy / Pacing Update

Janney Montgomery Scott (OCIO / Wealth RIA, $76.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.2% Actual; $2,134.0M Unallocated Target Bandwidth). SEC Form ADV (801-7258, CRD #463) verified $76.21B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-01-21

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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 — Janney Montgomery Scott

641 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Janney Montgomery Scott (22 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 10 Shared Vehicles

Cresset Asset Management

Family Office / MFO Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Platinum Equity Capital Partners, LP (2023 Vintage)
Janney Montgomery Scott: $132.0M · SEC Form ADV 7.B
Cresset Asset Management: $105.0M · SEC Form ADV 7.B

Additional shared vehicles: Playground Leader Fund, L.P. (2023 Vintage) · Pimco Tactical Credit Opportunities Fund V (2023 Vintage)

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

Hanwha Life Insurance General Account

Insurance Company Seoul, South Korea
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pimco Tactical Credit Opportunities Fund V (2023 Vintage)
Janney Montgomery Scott: $79.8M · SEC Form ADV 7.B
Hanwha Life Insurance General Account: $132.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Platinum Equity Capital Partners, LP (2023 Vintage) · Pimco Tactical Credit Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Open Society Foundations

Private Foundation New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Playground Leader Fund, L.P. (2023 Vintage)
Janney Montgomery Scott: $85.5M · SEC Form ADV 7.B
Open Society Foundations: $131.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Platinum Equity Capital Partners, LP (2023 Vintage) · Pimco Tactical Credit Opportunities Fund V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+638 Additional Institutional LPs Report Shared Vehicles with Janney Montgomery Scott

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You are viewing 5 open public preview records (out of 23 total tracked records for Janney Montgomery Scott) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (641 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 Janney Montgomery Scott

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

Frequently Asked Questions: Janney Montgomery Scott

What type of institutional allocator is Janney Montgomery Scott and what is their typical disclosed ticket size?

Janney Montgomery Scott is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 23 historical disclosure records tracked on Prilago ($3.59B total parsed USD across disclosed rows), the median disclosed amount is $85.5M (range: $15.0M to $420.7M).

Which private-market strategies appear in Janney Montgomery Scott's public disclosures?

Janney Montgomery Scott has disclosed records across Buyout, Private Credit, Venture Capital, Real Estate, Infrastructure. Open preview records include Oakley Capital VI-B1 SCSp (2025 Vintage), Khosla Ventures IX, LP (2025 Vintage), Blackstone Partners IX, L.P. (2025 Vintage), VPC Asset Backed Opportunistic Credit Fund II, L.P. (2025 Vintage).

How are Janney Montgomery Scott's historical records substantiated and separated from active searches on Prilago?

Records for Janney Montgomery Scott 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 Janney Montgomery Scott's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Janney Montgomery Scott?

In Prilago's bilateral commitment graph, Janney Montgomery Scott shares resolved underlying fund vehicles with 641 institutional LPs across 22 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 Cresset Asset Management (10 shared vehicles, e.g. Platinum Equity Capital Partners, LP (2023 Vintage)), Hanwha Life Insurance General Account (9 shared vehicles, e.g. Pimco Tactical Credit Opportunities Fund V (2023 Vintage)), Open Society Foundations (8 shared vehicles, e.g. Playground Leader Fund, L.P. (2023 Vintage)).

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