Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Stamford, CT HQ: Stamford, CT

New Edge Wealth

$18.2B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.58B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Infrastructure, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.58B
Total AUM: $18.2B
Median Disclosed Amount
$70.0M
Range: $8.0M – $120.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — New Edge Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
TPG Real Estate Partners II, LPAdviser 7.B Vehicle Real Estate 2025
$99.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Olympus Growth Fund VIII, L.P.Adviser 7.B Vehicle Growth Equity 2025
$89.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Investment Fund XIIAdviser 7.B Vehicle Buyout 2025
$89.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Next Frontier Venture Fund IV, L.P.Adviser 7.B Vehicle Buyout 2024
$120.7M
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
H.I.G. Realty Partners VAdviser 7.B Vehicle Real Estate 2024
$113.3M
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 — New Edge Wealth

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

Allocation-Policy / Pacing Update

New Edge Wealth (Family Office / MFO, $18.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $328.0M Unallocated Target Bandwidth). SEC Form ADV (801-118291, CRD #307771) verified $18.22B 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 2025-01-01

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — New Edge Wealth

705 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as New Edge Wealth (25 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 13 Shared Vehicles

East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IA Ventures Fund V (2022 Vintage)
New Edge Wealth: $77.5M · SEC Form ADV 7.B
East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account: $100.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: ICG Strategic Income Fund V (2022 Vintage) · ICG Senior Debt Partners V (2022 Vintage)

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

Chemung Coweta Bergstrom Regional Health System Master Investment Pool

Healthcare / Hospital System New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Strategic Income Fund V (2022 Vintage)
New Edge Wealth: $70.0M · SEC Form ADV 7.B
Chemung Coweta Bergstrom Regional Health System Master Investment Pool: $40.8M · IRS Form 990 Sched D

Additional shared vehicles: IA Ventures Fund V (2022 Vintage) · ICG Senior Debt Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Atchafalaya Clinches Weatherby Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ICG Senior Debt Partners V (2022 Vintage)
New Edge Wealth: $20.8M · SEC Form ADV 7.B
Atchafalaya Clinches Weatherby Mutual & Casualty Insurance General Account: $77.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IA Ventures Fund V (2022 Vintage) · ICG Strategic Income Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+702 Additional Institutional LPs Report Shared Vehicles with New Edge Wealth

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for New Edge Wealth

You are viewing 5 open public preview records (out of 26 total tracked records for New Edge Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (705 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for New Edge Wealth and our interactive GP workspace.

Strategies Disclosed by New Edge Wealth

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

Frequently Asked Questions: New Edge Wealth

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

New Edge Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Stamford, CT; Headquarters: Stamford, CT). Across 26 historical disclosure records tracked on Prilago ($1.58B total parsed USD across disclosed rows), the median disclosed amount is $70.0M (range: $8.0M to $120.7M).

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

New Edge Wealth has disclosed records across Buyout, Private Credit, Real Estate, Infrastructure, Growth Equity. Open preview records include TPG Real Estate Partners II, LP (2025 Vintage), Olympus Growth Fund VIII, L.P. (2025 Vintage), Apollo Investment Fund XII (2025 Vintage), Next Frontier Venture Fund IV, L.P. (2024 Vintage).

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

Records for New Edge 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 New Edge Wealth's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/new-edge-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 New Edge Wealth?

In Prilago's bilateral commitment graph, New Edge Wealth shares resolved underlying fund vehicles with 705 institutional LPs across 25 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 East Hampton Elkhart Gallagher Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. IA Ventures Fund V (2022 Vintage)), Chemung Coweta Bergstrom Regional Health System Master Investment Pool (12 shared vehicles, e.g. ICG Strategic Income Fund V (2022 Vintage)), Atchafalaya Clinches Weatherby Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. ICG Senior Debt Partners V (2022 Vintage)).

Related Family Office / MFO & Stamford, CT Institutional LPs

Brighton Jones (32)Btg Pactual Asset Management US (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)Rwa Wealth Partners (32)Sequoia Financial Group (32)Silvercrest Asset Management Group (32)Tethys SAS (Bettencourt Meyers Family Office) (32)