Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Chicago, IL HQ: Chicago, IL

Kovitz Investment Group Partners, LLC

Name: Kovitz Investment Group Partners, LLC Historical Private Markets Disclosure Dataset (2026)
Creator: Prilago
License: https://prilago.com/terms

$11.3B Total AUM · Institutional LP profile covering 4 historical fund disclosure records ($151.9M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 4 complete primary source trails are open below without registration.

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Disclosed Records

4 Open Source Trails Below

Sum of Disclosed Rows

$151.9M

Total AUM: $11.3B

Median Disclosed Amount

$52.4M

Range: $3.8M – $85.1M

Disclosed Fund Multiples

IRR / TVPI Not Disclosed (0/4)

1 Gatekeepers · 2 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 — Kovitz Investment Group Partners, LLC

4 Open Source Trails (No Registration)

Showing all 4 tracked historical disclosure records for Kovitz Investment Group Partners, LLC (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle	Strategy	Fund Vintage	Advised Vehicle GAV	Disclosed Performance	Primary Source Trail
New Millennium Fundamental Hedged Equity Qp, L.P.Adviser 7.B Vehicle	Multi-Strategy	2024	$85.1M Adviser-managed fund GAV · As of November 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
New Millennium Fundamental Hedged Equity, L.P.Adviser 7.B Vehicle	Multi-Strategy	2024	$52.4M Adviser-managed fund GAV · As of November 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
Telemus Life Science Real Estate Fund, LLCAdviser 7.B Vehicle	Multi-Strategy	2024	$10.6M Adviser-managed fund GAV · As of November 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
Telemus Decorrelation Opportunity Fund, LPAdviser 7.B Vehicle	Fund of Funds	2024	$3.8M Adviser-managed fund GAV · As of November 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B

100% of Indexed Public Disclosure Rows Shown Above (4/4): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Kovitz Investment Group Partners, LLC

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Kovitz Investment Group Partners, LLC

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Kovitz Investment Group Partners, LLC (2 shared vehicles tracked; showing top 1 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 2 Shared Vehicles

Telemus Capital, LLC

Fund of Funds / Seeder Southfield, MI

Resolved Shared Vehicle Recent Fund Cycle (2020–2026)

Telemus Life Science Real Estate Fund, LLC (2024 Vintage)

Kovitz Investment Group Partners, LLC: $10.6M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Telemus Capital, LLC: $8.4M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Telemus Decorrelation Opportunity Fund, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

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You are viewing 4 open public preview records — all 4 currently indexed public disclosure records for Kovitz Investment Group Partners, LLC are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
Decision-Maker Investment Contacts (3) & official proposal intake channels
Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Kovitz Investment Group Partners, LLC

Multi-Strategy LPs →Fund of Funds LPs →

Frequently Asked Questions: Kovitz Investment Group Partners, LLC

What type of institutional allocator is Kovitz Investment Group Partners, LLC and what is their typical disclosed ticket size?

Kovitz Investment Group Partners, LLC is categorized under Family Office / MFO (Regional Roadshow Hub: Chicago, IL; Headquarters: Chicago, IL). Across 4 historical disclosure records tracked on Prilago ($151.9M total parsed USD across disclosed rows), the median disclosed amount is $52.4M (range: $3.8M to $85.1M).

Which private-market strategies appear in Kovitz Investment Group Partners, LLC's public disclosures?

Kovitz Investment Group Partners, LLC has disclosed records across Multi-Strategy, Fund of Funds. Open preview records include New Millennium Fundamental Hedged Equity Qp, L.P. (2024 Vintage), New Millennium Fundamental Hedged Equity, L.P. (2024 Vintage), Telemus Life Science Real Estate Fund, LLC (2024 Vintage), Telemus Decorrelation Opportunity Fund, LP (2024 Vintage).

How are Kovitz Investment Group Partners, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Kovitz Investment Group Partners, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 4 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 Kovitz Investment Group Partners, LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/kovitz-investment-group-partners-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Kovitz Investment Group Partners, LLC?

In Prilago's bilateral commitment graph, Kovitz Investment Group Partners, LLC shares resolved underlying fund vehicles with 1 institutional LPs across 2 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 Telemus Capital, LLC (2 shared vehicles, e.g. Telemus Life Science Real Estate Fund, LLC (2024 Vintage)).

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