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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

Marquette Associates, Inc.

$29.5B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Distressed / Special Situations, Venture Capital, Buyout (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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$125.0M
Total AUM: $29.5B
Median Disclosed Amount
$25.0M
Range: $15.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
2 Gatekeepers · 4 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 — Marquette Associates, Inc.

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Marquette Associates, Inc. (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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2023
$15.0M
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
Sixth Street Opportunities Partners VAdviser 7.B Vehicle Distressed / Special Situations 2022
$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
Crescent Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2022
$30.0M
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
ARCH Venture Fund XIIAdviser 7.B Vehicle Venture Capital 2022
$25.0M
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
Frazier Healthcare Growth Buyout Fund XAdviser 7.B Vehicle Buyout 2021
$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
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (2), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Marquette Associates, Inc.

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 (2) 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 — Marquette Associates, Inc.

246 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Marquette Associates, Inc. (5 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 2 Shared Vehicles

New York State Teachers (NYSTRS)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Opportunities Partners V (2022 Vintage)
Marquette Associates, Inc.: $35.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
New York State Teachers (NYSTRS): $100.0M · CAFR / Board Packet (NYSTRS Board Meeting Minutes, December 2024)

Additional shared vehicles: ARCH Venture Fund XII (2022 Vintage)

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

Charles Stewart Mott Foundation

Private Foundation Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Direct Lending Fund III (2022 Vintage)
Marquette Associates, Inc.: $30.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Charles Stewart Mott Foundation: $30.0M (Carrying Value (Form 990 / 990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Additional shared vehicles: ARCH Venture Fund XII (2022 Vintage)

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

Harvard Management Company (Harvard University Endowment)

University Endowment Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ARCH Venture Fund XII (2022 Vintage)
Marquette Associates, Inc.: $25.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Harvard Management Company (Harvard University Endowment): $25.0M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D

Additional shared vehicles: Sixth Street Opportunities Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+243 Additional Institutional LPs Report Shared Vehicles with Marquette Associates, Inc.

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Request Pilot Access to Full Workspace Data for Marquette Associates, Inc.

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Marquette Associates, Inc. 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 (246 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (2) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Marquette Associates, Inc.

Frequently Asked Questions: Marquette Associates, Inc.

What type of institutional allocator is Marquette Associates, Inc. and what is their typical disclosed ticket size?

Marquette Associates, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 5 historical disclosure records tracked on Prilago ($125.0M total parsed USD across disclosed rows), the median disclosed amount is $25.0M (range: $15.0M to $35.0M).

Which private-market strategies appear in Marquette Associates, Inc.'s public disclosures?

Marquette Associates, Inc. has disclosed records across Private Credit, Distressed / Special Situations, Venture Capital, Buyout. Open preview records include Churchill Middle Market Senior Loan Fund V (2023 Vintage), Sixth Street Opportunities Partners V (2022 Vintage), Crescent Direct Lending Fund III (2022 Vintage), ARCH Venture Fund XII (2022 Vintage).

How are Marquette Associates, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Marquette Associates, Inc. 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 Marquette Associates, Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Marquette Associates, Inc.?

In Prilago's bilateral commitment graph, Marquette Associates, Inc. shares resolved underlying fund vehicles with 246 institutional LPs across 5 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 New York State Teachers (NYSTRS) (2 shared vehicles, e.g. Sixth Street Opportunities Partners V (2022 Vintage)), Charles Stewart Mott Foundation (2 shared vehicles, e.g. Crescent Direct Lending Fund III (2022 Vintage)), Harvard Management Company (Harvard University Endowment) (2 shared vehicles, e.g. ARCH Venture Fund XII (2022 Vintage)).

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