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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Austin, TX

Kestra Advisory Services

$62.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($3.23B parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Venture Capital, Buyout, Private Credit, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$3.23B
Total AUM: $62.1B
Median Disclosed Amount
$132.8M
Range: $15.0M – $320.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Kestra Advisory Services

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
BentallGreenOak US Cold Storage, LPAdviser 7.B Vehicle Private Equity 2025
$264.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
High Alpha Capital IVAdviser 7.B Vehicle Venture Capital 2025
$264.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mountaingate IIIAdviser 7.B Vehicle Buyout 2025
$236.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Carlyle Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 2023
$35.0M
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
Accel Leaders Fund VAdviser 7.B Vehicle Venture Capital 2023
$20.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Kestra Advisory Services

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

Allocation-Policy / Pacing Update

Kestra Advisory Services (OCIO / Wealth RIA, $62.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 13.7% Actual; $186.3M Unallocated Target Bandwidth). SEC Form ADV (801-56126, CRD #283330) verified $62.11B 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 2025-05-23

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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 — Kestra Advisory Services

580 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Kestra Advisory Services (25 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 13 Shared Vehicles

PUF-TX (Texas Permanent University Fund Endowment)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Europe Growth Equity IV (2023 Vintage)
Kestra Advisory Services: $18.0M · SEC Form ADV 7.B
PUF-TX (Texas Permanent University Fund Endowment): $3.0M · CAFR / Board Packet (PUF TX 2024 ACFR, p.50)

Additional shared vehicles: Summit Partners Credit Fund IV, L.P. (2022 Vintage) · Summit Growth Equity XI (2021 Vintage)

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

Hartland Chemung Thornton Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BENTALLGREENOAK US COLD STORAGE (2025 Vintage)
Kestra Advisory Services: $264.3M · SEC Form ADV 7.B
Hartland Chemung Thornton Industrial Consolidated Master Retirement Trust: $17.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Summit Partners Credit Fund IV, L.P. (2022 Vintage) · Summit Growth Equity XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Essex County Camellia Carmichael Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Partners Credit Fund IV, L.P. (2022 Vintage)
Kestra Advisory Services: $42.5M · SEC Form ADV 7.B
Essex County Camellia Carmichael Mutual & Casualty Insurance General Account: $62.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Summit Europe Growth Equity IV (2023 Vintage) · Summit Growth Equity XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+577 Additional Institutional LPs Report Shared Vehicles with Kestra Advisory Services

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Kestra Advisory Services

You are viewing 5 open public preview records (out of 25 total tracked records for Kestra Advisory Services) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (580 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 Kestra Advisory Services

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

Frequently Asked Questions: Kestra Advisory Services

What type of institutional allocator is Kestra Advisory Services and what is their typical disclosed ticket size?

Kestra Advisory Services is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Austin, TX). Across 25 historical disclosure records tracked on Prilago ($3.23B total parsed USD across disclosed rows), the median disclosed amount is $132.8M (range: $15.0M to $320.0M).

Which private-market strategies appear in Kestra Advisory Services's public disclosures?

Kestra Advisory Services has disclosed records across Growth Equity, Venture Capital, Buyout, Private Credit, Private Equity. Open preview records include BentallGreenOak US Cold Storage, LP (2025 Vintage), High Alpha Capital IV (2025 Vintage), Mountaingate III (2025 Vintage), Carlyle Credit Opportunities Fund VI (2023 Vintage).

How are Kestra Advisory Services's historical records substantiated and separated from active searches on Prilago?

Records for Kestra Advisory Services 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 Kestra Advisory Services's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Kestra Advisory Services?

In Prilago's bilateral commitment graph, Kestra Advisory Services shares resolved underlying fund vehicles with 580 institutional LPs across 25 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 PUF-TX (Texas Permanent University Fund Endowment) (13 shared vehicles, e.g. Summit Europe Growth Equity IV (2023 Vintage)), Hartland Chemung Thornton Industrial Consolidated Master Retirement Trust (12 shared vehicles, e.g. BENTALLGREENOAK US COLD STORAGE (2025 Vintage)), Essex County Camellia Carmichael Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Summit Partners Credit Fund IV, L.P. (2022 Vintage)).

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