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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Little Rock, AR

Naviter Wealth

$1.9B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($140.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Infrastructure (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$140.4M
Total AUM: $1.9B
Median Disclosed Amount
$9.2M
Range: $4.0M – $12.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Naviter Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Frontenac VIIIAdviser 7.B Vehicle Buyout 2025
$12.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Realty Credit Partners VAdviser 7.B Vehicle Real Estate 2025
$10.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Credit Opportunities, LPAdviser 7.B Vehicle Private Credit 2025
$9.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Leonard Green & Partners (LGP) IXAdviser 7.B Vehicle Buyout 2024
$10.2M
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
Pennybacker Critical Infrastructure Partners I, LPAdviser 7.B Vehicle Infrastructure 2024
$9.2M
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 — Naviter Wealth

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

Allocation-Policy / Pacing Update

Naviter Wealth (Family Office / MFO, $1.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.2% Actual; $52.4M Unallocated Target Bandwidth). SEC Form ADV (801-120077, CRD #311508) verified $1.87B 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 2025-02-24

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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 — Naviter Wealth

508 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Naviter Wealth (15 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 3 Shared Vehicles

Shenkman Capital Management, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Harrison Street Fund IX (2023 Vintage)
Naviter Wealth: $9.2M · SEC Form ADV 7.B
Shenkman Capital Management, Inc.: $143.2M · SEC Form ADV 7.B

Additional shared vehicles: Hark Capital III (2023 Vintage) · Harpoon Ventures Fund III, L.P. (2022 Vintage)

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

Chelan Germantown Gallagher Mutual & Casualty Insurance General Account

Insurance Company Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hark Capital III (2023 Vintage)
Naviter Wealth: $8.8M · SEC Form ADV 7.B
Chelan Germantown Gallagher Mutual & Casualty Insurance General Account: $39.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Harrison Street Fund IX (2023 Vintage) · Harpoon Ventures Fund III, L.P. (2022 Vintage)

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

Ashuelot Hudson Valley Kavanagh Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Harpoon Ventures Fund III, L.P. (2022 Vintage)
Naviter Wealth: $6.5M · SEC Form ADV 7.B
Ashuelot Hudson Valley Kavanagh Mutual & Casualty Insurance General Account: $43.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Harrison Street Fund IX (2023 Vintage) · Hark Capital III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+505 Additional Institutional LPs Report Shared Vehicles with Naviter Wealth

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 Naviter Wealth

You are viewing 5 open public preview records (out of 15 total tracked records for Naviter Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (508 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 Naviter Wealth

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Naviter Wealth

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

Naviter Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Little Rock, AR). Across 15 historical disclosure records tracked on Prilago ($140.4M total parsed USD across disclosed rows), the median disclosed amount is $9.2M (range: $4.0M to $12.5M).

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

Naviter Wealth has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Infrastructure. Open preview records include Frontenac VIII (2025 Vintage), H.I.G. Realty Credit Partners V (2025 Vintage), TPG Real Estate Credit Opportunities, LP (2025 Vintage), Leonard Green & Partners (LGP) IX (2024 Vintage).

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

Records for Naviter Wealth 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 Naviter Wealth's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Naviter Wealth?

In Prilago's bilateral commitment graph, Naviter Wealth shares resolved underlying fund vehicles with 508 institutional LPs across 15 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 Shenkman Capital Management, Inc. (3 shared vehicles, e.g. Harrison Street Fund IX (2023 Vintage)), Chelan Germantown Gallagher Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Hark Capital III (2023 Vintage)), Ashuelot Hudson Valley Kavanagh Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Harpoon Ventures Fund III, L.P. (2022 Vintage)).

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