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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Menlo Park, CA HQ: Menlo Park, CA

Lyell Wealth Management

$1.6B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($122.2M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Direct Lending, Infrastructure, Fund of Funds (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
$122.2M
Total AUM: $1.6B
Median Disclosed Amount
$7.6M
Range: $2.5M – $10.3M
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 — Lyell Wealth Management

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
Sixth Street Agriculture Partners IAdviser 7.B Vehicle Private Credit 2025
$5.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Meritech Capital Partners VAdviser 7.B Vehicle Buyout 2025
$9.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Permira European Fund IIAdviser 7.B Vehicle Buyout 2025
$8.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Silver Rock Financial, LPAdviser 7.B Vehicle Direct Lending 2024
$7.8M
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
Silver Point Select Opportunities Fund A LPAdviser 7.B Vehicle Private Credit 2024
$7.2M
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 — Lyell Wealth Management

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

Allocation-Policy / Pacing Update

Lyell Wealth Management (Family Office / MFO, $1.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $37.9M Unallocated Target Bandwidth). SEC Form ADV (801-107892, CRD #283521) verified $1.65B 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 2025-01-11

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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 — Lyell Wealth Management

521 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Lyell Wealth Management (17 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 6 Shared Vehicles

Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Agriculture Partners I (2025 Vintage)
Lyell Wealth Management: $5.2M · SEC Form ADV 7.B
Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory: $24.5M · SEC Form ADV 7.B

Additional shared vehicles: Silver Rock Financial, LP (2024 Vintage) · Silver Point Select Opportunities Fund A LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Pzena Investment Management

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Rock Financial, LP (2024 Vintage)
Lyell Wealth Management: $7.8M · SEC Form ADV 7.B
Pzena Investment Management: $113.0M · SEC Form ADV 7.B

Additional shared vehicles: Sixth Street Agriculture Partners I (2025 Vintage) · Silver Point Select Opportunities Fund A LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Al-Futtaim Group Family Investment Office

Family Office / MFO Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Point Select Opportunities Fund A LP (2024 Vintage)
Lyell Wealth Management: $7.2M · SEC Form ADV 7.B
Al-Futtaim Group Family Investment Office: $18.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street Agriculture Partners I (2025 Vintage) · Silver Rock Financial, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+518 Additional Institutional LPs Report Shared Vehicles with Lyell Wealth Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Lyell Wealth Management

You are viewing 5 open public preview records (out of 17 total tracked records for Lyell Wealth Management) 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 (521 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 Lyell Wealth Management

Private Credit LPs →Buyout LPs →Direct Lending LPs →Infrastructure LPs →Fund of Funds LPs →

Frequently Asked Questions: Lyell Wealth Management

What type of institutional allocator is Lyell Wealth Management and what is their typical disclosed ticket size?

Lyell Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Menlo Park, CA; Headquarters: Menlo Park, CA). Across 17 historical disclosure records tracked on Prilago ($122.2M total parsed USD across disclosed rows), the median disclosed amount is $7.6M (range: $2.5M to $10.3M).

Which private-market strategies appear in Lyell Wealth Management's public disclosures?

Lyell Wealth Management has disclosed records across Private Credit, Buyout, Direct Lending, Infrastructure, Fund of Funds. Open preview records include Sixth Street Agriculture Partners I (2025 Vintage), Meritech Capital Partners V (2025 Vintage), Permira European Fund II (2025 Vintage), Silver Rock Financial, LP (2024 Vintage).

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

Records for Lyell Wealth 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 Lyell Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/lyell-wealth-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 Lyell Wealth Management?

In Prilago's bilateral commitment graph, Lyell Wealth Management shares resolved underlying fund vehicles with 521 institutional LPs across 17 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 Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Sixth Street Agriculture Partners I (2025 Vintage)), Pzena Investment Management (5 shared vehicles, e.g. Silver Rock Financial, LP (2024 Vintage)), Al-Futtaim Group Family Investment Office (5 shared vehicles, e.g. Silver Point Select Opportunities Fund A LP (2024 Vintage)).

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