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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: New Orleans, LA

Newedge Advisors

$41.8B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($2.77B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Equity, Private Credit, Multi-Strategy (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
$2.77B
Total AUM: $41.8B
Median Disclosed Amount
$72.0M
Range: $15.0M – $277.0M
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 — Newedge Advisors

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
Carlyle Global Credit Opportunities Fund IIAdviser 7.B Vehicle Private Credit 2025
$228.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
LNK Partners III LPAdviser 7.B Vehicle Buyout 2025
$228.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NovaQuest Private Equity Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$204.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sculptor Capital, LPAdviser 7.B Vehicle Multi-Strategy 2024
$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
Innovation Opportunities, L.P.Adviser 7.B Vehicle Private Equity 2023
$77.8M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Newedge Advisors

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

Allocation-Policy / Pacing Update

Newedge Advisors (OCIO / Wealth RIA, $41.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 17.7% Actual; $125.5M Unallocated Target Bandwidth). SEC Form ADV (801-79876, CRD #171351) verified $41.83B 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 2025-01-21

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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 — Newedge Advisors

668 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Newedge Advisors (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 14 Shared Vehicles

Franconia Des Plaines Bernstein Mutual & Casualty Insurance General Account

Insurance Company Littleton, NH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Innovation Endeavors V LP (2024 Vintage)
Newedge Advisors: $72.0M · SEC Form ADV 7.B
Franconia Des Plaines Bernstein Mutual & Casualty Insurance General Account: $73.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Innovation Opportunities, L.P. (2023 Vintage) · Insight Fund XI Follow-On Fund, LP (2023 Vintage)

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

Athene Holding General Account

Insurance Company West Des Moines, IA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Innovation Opportunities, L.P. (2023 Vintage)
Newedge Advisors: $77.8M · SEC Form ADV 7.B
Athene Holding General Account: $39.5M · SEC EDGAR Filing

Additional shared vehicles: Innovation Endeavors V LP (2024 Vintage) · Insight Fund XI Follow-On Fund, LP (2023 Vintage)

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

Smith College Endowment

University Endowment Northampton, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Insight Fund XI Follow-On Fund, LP (2023 Vintage)
Newedge Advisors: $57.8M · SEC Form ADV 7.B
Smith College Endowment: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: Innovation Endeavors V LP (2024 Vintage) · Innovation Opportunities, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+665 Additional Institutional LPs Report Shared Vehicles with Newedge 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

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You are viewing 5 open public preview records (out of 28 total tracked records for Newedge Advisors) 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 (668 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 Newedge Advisors

Venture Capital LPs →Buyout LPs →Private Equity LPs →Private Credit LPs →Multi-Strategy LPs →

Frequently Asked Questions: Newedge Advisors

What type of institutional allocator is Newedge Advisors and what is their typical disclosed ticket size?

Newedge Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: New Orleans, LA). Across 28 historical disclosure records tracked on Prilago ($2.77B total parsed USD across disclosed rows), the median disclosed amount is $72.0M (range: $15.0M to $277.0M).

Which private-market strategies appear in Newedge Advisors's public disclosures?

Newedge Advisors has disclosed records across Venture Capital, Buyout, Private Equity, Private Credit, Multi-Strategy. Open preview records include Carlyle Global Credit Opportunities Fund II (2025 Vintage), LNK Partners III LP (2025 Vintage), NovaQuest Private Equity Fund II, L.P. (2025 Vintage), Sculptor Capital, LP (2024 Vintage).

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

Records for Newedge 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 Newedge Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/newedge-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 Newedge Advisors?

In Prilago's bilateral commitment graph, Newedge Advisors shares resolved underlying fund vehicles with 668 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 Franconia Des Plaines Bernstein Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. Innovation Endeavors V LP (2024 Vintage)), Athene Holding General Account (11 shared vehicles, e.g. Innovation Opportunities, L.P. (2023 Vintage)), Smith College Endowment (10 shared vehicles, e.g. Insight Fund XI Follow-On Fund, LP (2023 Vintage)).

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