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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Meriden, CT HQ: Meriden, CT

Osaic Institutions, Inc.

$4.1B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($312.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Equity, Real Estate, Private Credit (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$312.0M
Total AUM: $4.1B
Median Disclosed Amount
$21.2M
Range: $5.0M – $28.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
1 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 — Osaic Institutions, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
GIC Real Estate Fund VIIAdviser 7.B Vehicle Real Estate 2025
$25.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HPS Garden Private Credit Fund, L.P.Adviser 7.B Vehicle Private Credit 2025
$23.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
New Enterprise Associates XAdviser 7.B Vehicle Venture Capital 2025
$21.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SignalFire XIR Venture Fund II, L.P.Adviser 7.B Vehicle Venture Capital 2024
$10.0M
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
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$5.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Osaic Institutions, Inc.

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

Allocation-Policy / Pacing Update

Osaic Institutions, Inc. (OCIO / Wealth RIA, $4.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $32.8M Unallocated Target Bandwidth). SEC Form ADV (801-67242, CRD #35371) verified $4.11B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M 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 (1) 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 — Osaic Institutions, Inc.

489 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Osaic Institutions, Inc. (18 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 6 Shared Vehicles

Harbor Springs Cheyenne Mountain Macallister Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Quantum Energy Partners IX (2023 Vintage)
Osaic Institutions, Inc.: $14.2M · SEC Form ADV 7.B
Harbor Springs Cheyenne Mountain Macallister Private Markets Primary & GP Seeder Fund-of-Funds: $75.0M · SEC Form ADV 7.B

Additional shared vehicles: Quantum Capital Solutions II (2023 Vintage) · QED Investors Fund VII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Chicopee Apalachicola Wakefield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Quantum Capital Solutions II (2023 Vintage)
Osaic Institutions, Inc.: $8.8M · SEC Form ADV 7.B
Chicopee Apalachicola Wakefield Private Markets Primary & GP Seeder Fund-of-Funds: $126.0M · SEC Form ADV 7.B

Additional shared vehicles: Quantum Energy Partners IX (2023 Vintage) · QED Investors Fund VII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Equitable Holdings General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
QED Investors Fund VII (2021 Vintage)
Osaic Institutions, Inc.: $11.8M · SEC Form ADV 7.B
Equitable Holdings General Account: $146.0M · SEC EDGAR Filing

Additional shared vehicles: Quantum Energy Partners IX (2023 Vintage) · Quantum Capital Solutions II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+486 Additional Institutional LPs Report Shared Vehicles with Osaic Institutions, Inc.

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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 18 total tracked records for Osaic Institutions, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (489 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Osaic Institutions, Inc.

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

Frequently Asked Questions: Osaic Institutions, Inc.

What type of institutional allocator is Osaic Institutions, Inc. and what is their typical disclosed ticket size?

Osaic Institutions, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Meriden, CT; Headquarters: Meriden, CT). Across 18 historical disclosure records tracked on Prilago ($312.0M total parsed USD across disclosed rows), the median disclosed amount is $21.2M (range: $5.0M to $28.7M).

Which private-market strategies appear in Osaic Institutions, Inc.'s public disclosures?

Osaic Institutions, Inc. has disclosed records across Venture Capital, Buyout, Private Equity, Real Estate, Private Credit. Open preview records include GIC Real Estate Fund VII (2025 Vintage), HPS Garden Private Credit Fund, L.P. (2025 Vintage), New Enterprise Associates X (2025 Vintage), SignalFire XIR Venture Fund II, L.P. (2024 Vintage).

How are Osaic Institutions, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Osaic Institutions, 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 Osaic Institutions, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/osaic-institutions-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 Osaic Institutions, Inc.?

In Prilago's bilateral commitment graph, Osaic Institutions, Inc. shares resolved underlying fund vehicles with 489 institutional LPs across 18 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 Harbor Springs Cheyenne Mountain Macallister Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Quantum Energy Partners IX (2023 Vintage)), Chicopee Apalachicola Wakefield Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Quantum Capital Solutions II (2023 Vintage)), Equitable Holdings General Account (5 shared vehicles, e.g. QED Investors Fund VII (2021 Vintage)).

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