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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Cleveland, OH

MAI Capital Management

$35.7B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($2.32B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, Infrastructure, Real Estate (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
28
5 Open Source Trails Below
Sum of Disclosed Rows
$2.32B
Total AUM: $35.7B
Median Disclosed Amount
$66.0M
Range: $15.0M – $183.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
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 — MAI Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
Sterling Group Partners IVAdviser 7.B Vehicle Buyout 2025
$133.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
StepStone NJ Real Assets SMA, L.P.Adviser 7.B Vehicle Real Assets 2025
$108.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Special VIAdviser 7.B Vehicle Private Credit 2025
$38.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Value Special Situation VIAdviser 7.B Vehicle Distressed / Special Situations 2025
$36.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Americas Fund XIVAdviser 7.B Vehicle Buyout 2025
$183.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — MAI Capital Management

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

Allocation-Policy / Pacing Update

MAI Capital Management (OCIO / Wealth RIA, $35.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 13.7% Actual; $107.0M Unallocated Target Bandwidth). SEC Form ADV (801-58104, CRD #109807) verified $35.66B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); 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 2025-04-20

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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 — MAI Capital Management

808 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as MAI Capital Management (28 shared vehicles tracked; showing top 3 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 15 Shared Vehicles

Cohasset Franconia Sterling Mutual & Casualty Insurance General Account

Insurance Company Cohasset, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sterling Group Partners IV (2025 Vintage)
MAI Capital Management: $133.2M · SEC Form ADV 7.B
Cohasset Franconia Sterling Mutual & Casualty Insurance General Account: $39.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: StepStone NJ Real Assets SMA, L.P. (2025 Vintage) · Strategic Special VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Alabama RSA

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
StepStone NJ Real Assets SMA, L.P. (2025 Vintage)
MAI Capital Management: $108.2M · SEC Form ADV 7.B
Alabama RSA: $81.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sterling Group Partners IV (2025 Vintage) · Strategic Special VI (2025 Vintage)

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

Bloomberg Family Foundation

Private Foundation New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Special VI (2025 Vintage)
MAI Capital Management: $38.5M · SEC Form ADV 7.B
Bloomberg Family Foundation: $51.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Sterling Group Partners IV (2025 Vintage) · StepStone NJ Real Assets SMA, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+805 Additional Institutional LPs Report Shared Vehicles with MAI Capital Management

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 MAI Capital Management

You are viewing 5 open public preview records (out of 28 total tracked records for MAI Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (808 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 MAI Capital Management

Buyout LPs →Private Credit LPs →Growth Equity LPs →Infrastructure LPs →Real Estate LPs →

Frequently Asked Questions: MAI Capital Management

What type of institutional allocator is MAI Capital Management and what is their typical disclosed ticket size?

MAI Capital Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cleveland, OH). Across 28 historical disclosure records tracked on Prilago ($2.32B total parsed USD across disclosed rows), the median disclosed amount is $66.0M (range: $15.0M to $183.7M).

Which private-market strategies appear in MAI Capital Management's public disclosures?

MAI Capital Management has disclosed records across Buyout, Private Credit, Growth Equity, Infrastructure, Real Estate. Open preview records include Sterling Group Partners IV (2025 Vintage), StepStone NJ Real Assets SMA, L.P. (2025 Vintage), Strategic Special VI (2025 Vintage), Strategic Value Special Situation VI (2025 Vintage).

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

Records for MAI Capital 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 MAI Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mai-capital-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 MAI Capital Management?

In Prilago's bilateral commitment graph, MAI Capital Management shares resolved underlying fund vehicles with 808 institutional LPs across 28 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 Cohasset Franconia Sterling Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. Sterling Group Partners IV (2025 Vintage)), Alabama RSA (15 shared vehicles, e.g. StepStone NJ Real Assets SMA, L.P. (2025 Vintage)), Bloomberg Family Foundation (12 shared vehicles, e.g. Strategic Special VI (2025 Vintage)).

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