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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

Metropolitan West Asset Management

$78.5B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($4.47B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Distressed / Special Situations, Venture Capital (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
$4.47B
Total AUM: $78.5B
Median Disclosed Amount
$60.5M
Range: $15.0M – $549.0M
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 — Metropolitan West Asset 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
Riverside Micro-Cap Fund VAdviser 7.B Vehicle Buyout 2025
$549.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Westport Capital Partners, LLC Fund IIAdviser 7.B Vehicle Real Estate 2025
$515.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners VII, LPAdviser 7.B Vehicle Buyout 2025
$477.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Landmark Re SEC IXAdviser 7.B Vehicle Real Estate 2025
$453.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Clearlake Capital Partners, L.P.Adviser 7.B Vehicle Buyout 2025
$453.6M
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 — Metropolitan West Asset Management

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

Allocation-Policy / Pacing Update

Metropolitan West Asset Management (OCIO / Wealth RIA, $78.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $628.2M Unallocated Target Bandwidth). SEC Form ADV (801-53332, CRD #104571) verified $78.53B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-05-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Metropolitan West Asset Management

552 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Metropolitan West Asset Management (27 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 11 Shared Vehicles

First Pacific Advisors

OCIO / Wealth RIA El Segundo, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Centerbridge Credit Partners V (2022 Vintage)
Metropolitan West Asset Management: $74.2M · SEC Form ADV 7.B
First Pacific Advisors: $31.0M · SEC Form ADV 7.B

Additional shared vehicles: Centerbridge Credit Partners Master V (2022 Vintage) · Centerbridge Credit Partners Fund IV (2022 Vintage)

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

Chantilly Cranbrook Harrington Philanthropic Foundation & Charitable Trust

Private Foundation Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Centerbridge Credit Partners Master V (2022 Vintage)
Metropolitan West Asset Management: $37.5M · SEC Form ADV 7.B
Chantilly Cranbrook Harrington Philanthropic Foundation & Charitable Trust: $22.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Centerbridge Credit Partners V (2022 Vintage) · Centerbridge Credit Partners Fund IV (2022 Vintage)

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

Conning, Inc.

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Institutional Real Estate Fund V (2021 Vintage)
Metropolitan West Asset Management: $138.5M · SEC Form ADV 7.B
Conning, Inc.: $83.5M · SEC Form ADV 7.B

Additional shared vehicles: Centerbridge Credit Partners V (2022 Vintage) · Centerbridge Credit Partners Master V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+549 Additional Institutional LPs Report Shared Vehicles with Metropolitan West Asset 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 Metropolitan West Asset Management

You are viewing 5 open public preview records (out of 28 total tracked records for Metropolitan West Asset 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 (552 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Metropolitan West Asset Management

Real Estate LPs →Private Credit LPs →Buyout LPs →Distressed / Special Situations LPs →Venture Capital LPs →

Frequently Asked Questions: Metropolitan West Asset Management

What type of institutional allocator is Metropolitan West Asset Management and what is their typical disclosed ticket size?

Metropolitan West Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 28 historical disclosure records tracked on Prilago ($4.47B total parsed USD across disclosed rows), the median disclosed amount is $60.5M (range: $15.0M to $549.0M).

Which private-market strategies appear in Metropolitan West Asset Management's public disclosures?

Metropolitan West Asset Management has disclosed records across Real Estate, Private Credit, Buyout, Distressed / Special Situations, Venture Capital. Open preview records include Riverside Micro-Cap Fund V (2025 Vintage), Westport Capital Partners, LLC Fund II (2025 Vintage), American Industrial Partners VII, LP (2025 Vintage), Landmark Re SEC IX (2025 Vintage).

How are Metropolitan West Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Metropolitan West Asset 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 Metropolitan West Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/metropolitan-west-asset-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 Metropolitan West Asset Management?

In Prilago's bilateral commitment graph, Metropolitan West Asset Management shares resolved underlying fund vehicles with 552 institutional LPs across 27 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 First Pacific Advisors (11 shared vehicles, e.g. Centerbridge Credit Partners V (2022 Vintage)), Chantilly Cranbrook Harrington Philanthropic Foundation & Charitable Trust (11 shared vehicles, e.g. Centerbridge Credit Partners Master V (2022 Vintage)), Conning, Inc. (11 shared vehicles, e.g. Cerberus Institutional Real Estate Fund V (2021 Vintage)).

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