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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Ninety One North America, Inc.

$41.5B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($2.80B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Venture Capital, Growth Equity (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$2.80B
Total AUM: $41.5B
Median Disclosed Amount
$118.8M
Range: $15.0M – $274.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Ninety One North America, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
EleganTree Opportunities Fund IIIAdviser 7.B Vehicle Buyout 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Exeter US Value Add Fund IVAdviser 7.B Vehicle Real Estate 2025
$238.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Permira European Fund IIIAdviser 7.B Vehicle Buyout 2025
$226.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookdale International Partners LPAdviser 7.B Vehicle Multi-Strategy 2024
$226.9M
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
AEA Investors SBF VIIAdviser 7.B Vehicle Private Equity 2024
$203.0M
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 — Ninety One North America, Inc.

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

Allocation-Policy / Pacing Update

Ninety One North America, Inc. (OCIO / Wealth RIA, $41.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 17.7% Actual; $124.4M Unallocated Target Bandwidth). SEC Form ADV (801-80153, CRD #167922) verified $41.47B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-03-07

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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 — Ninety One North America, Inc.

519 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ninety One North America, Inc. (23 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

Edinburgh Scottish Cimarron Sovereign Strategic Investment Fund

Sovereign Wealth Fund Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kennedy Lewis Capital Partners III (2023 Vintage)
Ninety One North America, Inc.: $33.0M · SEC Form ADV 7.B
Edinburgh Scottish Cimarron Sovereign Strategic Investment Fund: $42.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Kayne Anderson Real Estate Debt IV, L.P. (2021 Vintage) · Kayne Anderson Real Estate Partners VI, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Soros Fund Management

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kayne Anderson Real Estate Debt IV, L.P. (2021 Vintage)
Ninety One North America, Inc.: $130.0M · SEC Form ADV 7.B
Soros Fund Management: $98.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Kennedy Lewis Capital Partners III (2023 Vintage) · Kayne Anderson Real Estate Partners VI, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Fredericksburg Bennington Sterling Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kayne Anderson Real Estate Partners VI, L.P. (2021 Vintage)
Ninety One North America, Inc.: $18.0M · SEC Form ADV 7.B
Fredericksburg Bennington Sterling Private Markets Primary & GP Seeder Fund-of-Funds: $79.0M · SEC Form ADV 7.B

Additional shared vehicles: Kennedy Lewis Capital Partners III (2023 Vintage) · Kayne Anderson Real Estate Debt IV, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+516 Additional Institutional LPs Report Shared Vehicles with Ninety One North America, Inc.

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You are viewing 5 open public preview records (out of 23 total tracked records for Ninety One North America, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (519 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 Ninety One North America, Inc.

Real Estate LPs →Buyout LPs →Private Equity LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Ninety One North America, Inc.

What type of institutional allocator is Ninety One North America, Inc. and what is their typical disclosed ticket size?

Ninety One North America, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 23 historical disclosure records tracked on Prilago ($2.80B total parsed USD across disclosed rows), the median disclosed amount is $118.8M (range: $15.0M to $274.7M).

Which private-market strategies appear in Ninety One North America, Inc.'s public disclosures?

Ninety One North America, Inc. has disclosed records across Real Estate, Buyout, Private Equity, Venture Capital, Growth Equity. Open preview records include EleganTree Opportunities Fund III (2025 Vintage), EQT Exeter US Value Add Fund IV (2025 Vintage), Permira European Fund III (2025 Vintage), Brookdale International Partners LP (2024 Vintage).

How are Ninety One North America, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Ninety One North America, Inc. 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 Ninety One North America, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ninety-one-north-america-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Ninety One North America, Inc.?

In Prilago's bilateral commitment graph, Ninety One North America, Inc. shares resolved underlying fund vehicles with 519 institutional LPs across 23 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 Edinburgh Scottish Cimarron Sovereign Strategic Investment Fund (11 shared vehicles, e.g. Kennedy Lewis Capital Partners III (2023 Vintage)), Soros Fund Management (8 shared vehicles, e.g. Kayne Anderson Real Estate Debt IV, L.P. (2021 Vintage)), Fredericksburg Bennington Sterling Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Kayne Anderson Real Estate Partners VI, L.P. (2021 Vintage)).

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