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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: St. Louis, MO HQ: St. Louis, MO

Moneta Group Investment Advisors

$42.6B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.51B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Infrastructure, Buyout, Private Equity, 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$2.51B
Total AUM: $42.6B
Median Disclosed Amount
$75.0M
Range: $15.0M – $250.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Moneta Group Investment Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
LaSalle Income and Growth Fund IXAdviser 7.B Vehicle Growth Equity 2025
$235.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
OCM Opportunities Fund VIIIAdviser 7.B Vehicle Buyout 2025
$207.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mount Trident, L.P.Adviser 7.B Vehicle Multi-Strategy 2025
$185.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executives VIIAdviser 7.B Vehicle Private Equity 2024
$250.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Credit Solutions Fund VAdviser 7.B Vehicle Private Credit 2024
$217.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Moneta Group Investment Advisors

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

Allocation-Policy / Pacing Update

Moneta Group Investment Advisors (Family Office / MFO, $42.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $1,191.6M Unallocated Target Bandwidth). SEC Form ADV (801-34723, CRD #104727) verified $42.56B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-02-04

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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 — Moneta Group Investment Advisors

692 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Moneta Group Investment Advisors (24 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 13 Shared Vehicles

Apogem Capital (New York Life FoF)

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures VIII (2023 Vintage)
Moneta Group Investment Advisors: $15.0M · SEC Form ADV 7.B
Apogem Capital (New York Life FoF): $30.0M · SEC Form ADV 7.B

Additional shared vehicles: Digital Colony Partners III (2022 Vintage) · Deerfield Healthcare Innovations Fund II (2021 Vintage)

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

Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Digital Colony Partners III (2022 Vintage)
Moneta Group Investment Advisors: $59.0M · SEC Form ADV 7.B
Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account: $82.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Deerfield Healthcare Innovations Fund II (2021 Vintage) · Declaration Partners Real Estate Fund II (2021 Vintage)

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

Coos Bay Allegheny Valley Sandberg Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Deerfield Healthcare Innovations Fund II (2021 Vintage)
Moneta Group Investment Advisors: $147.8M · SEC Form ADV 7.B
Coos Bay Allegheny Valley Sandberg Industrial Consolidated Master Retirement Trust: $28.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Digital Colony Partners III (2022 Vintage) · Declaration Partners Real Estate Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+689 Additional Institutional LPs Report Shared Vehicles with Moneta Group Investment Advisors

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 Moneta Group Investment Advisors

You are viewing 5 open public preview records (out of 24 total tracked records for Moneta Group Investment Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (692 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 Moneta Group Investment Advisors

Private Credit LPs →Infrastructure LPs →Buyout LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Moneta Group Investment Advisors

What type of institutional allocator is Moneta Group Investment Advisors and what is their typical disclosed ticket size?

Moneta Group Investment Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: St. Louis, MO; Headquarters: St. Louis, MO). Across 24 historical disclosure records tracked on Prilago ($2.51B total parsed USD across disclosed rows), the median disclosed amount is $75.0M (range: $15.0M to $250.6M).

Which private-market strategies appear in Moneta Group Investment Advisors's public disclosures?

Moneta Group Investment Advisors has disclosed records across Private Credit, Infrastructure, Buyout, Private Equity, Venture Capital. Open preview records include LaSalle Income and Growth Fund IX (2025 Vintage), OCM Opportunities Fund VIII (2025 Vintage), Mount Trident, L.P. (2025 Vintage), H&F Executives VII (2024 Vintage).

How are Moneta Group Investment Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Moneta Group Investment Advisors 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 Moneta Group Investment Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Moneta Group Investment Advisors?

In Prilago's bilateral commitment graph, Moneta Group Investment Advisors shares resolved underlying fund vehicles with 692 institutional LPs across 24 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 Apogem Capital (New York Life FoF) (13 shared vehicles, e.g. Khosla Ventures VIII (2023 Vintage)), Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Digital Colony Partners III (2022 Vintage)), Coos Bay Allegheny Valley Sandberg Industrial Consolidated Master Retirement Trust (12 shared vehicles, e.g. Deerfield Healthcare Innovations Fund II (2021 Vintage)).

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