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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Scottsdale, AZ HQ: Scottsdale, AZ

Osaic Wealth, Inc.

$161.0B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($8.48B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, 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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$8.48B
Total AUM: $161.0B
Median Disclosed Amount
$66.5M
Range: $15.0M – $1.19B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
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 Wealth, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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
NewSpring Growth Capital IIAdviser 7.B Vehicle Growth Equity 2025
$1.11B
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Dawson Partners GP Finance 2, LPAdviser 7.B Vehicle Private Equity 2025
$1.03B
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Artemis Income & Growth Fund IIAdviser 7.B Vehicle Real Estate 2025
$876.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Silver Lake Partners VAdviser 7.B Vehicle Buyout 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
Davidson Kempner Capital Management, LPAdviser 7.B Vehicle Distressed / Special Situations 2024
$1.19B
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 — Osaic Wealth, Inc.

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

Allocation-Policy / Pacing Update

Osaic Wealth, Inc. (OCIO / Wealth RIA, $161.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 19.7% Actual; $483.1M Unallocated Target Bandwidth). SEC Form ADV (801-54859, CRD #23131) verified $161.04B 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 2025-04-10

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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 Wealth, Inc.

600 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Osaic Wealth, Inc. (30 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 12 Shared Vehicles

Calumet Duxbury Holmberg Mutual & Casualty Insurance General Account

Insurance Company Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage)
Osaic Wealth, Inc.: $117.2M · SEC Form ADV 7.B
Calumet Duxbury Holmberg Mutual & Casualty Insurance General Account: $64.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Red Admiral Fund LP (2023 Vintage) · Reach Capital IV (2022 Vintage)

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

Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Red Admiral Fund LP (2023 Vintage)
Osaic Wealth, Inc.: $83.5M · SEC Form ADV 7.B
Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory: $59.2M · SEC Form ADV 7.B

Additional shared vehicles: Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage) · Redwood Lane Capital, L.P. (2022 Vintage)

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

Gaston Chicopee Fairchild Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Reach Capital IV (2022 Vintage)
Osaic Wealth, Inc.: $26.8M · SEC Form ADV 7.B
Gaston Chicopee Fairchild Industrial Consolidated Master Retirement Trust: $53.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Red Admiral Fund LP (2023 Vintage) · Realty Income U.S. Core Plus Fund, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+597 Additional Institutional LPs Report Shared Vehicles with Osaic Wealth, 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 32 total tracked records for Osaic Wealth, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (600 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 Wealth, Inc.

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

Frequently Asked Questions: Osaic Wealth, Inc.

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

Osaic Wealth, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Scottsdale, AZ; Headquarters: Scottsdale, AZ). Across 32 historical disclosure records tracked on Prilago ($8.48B total parsed USD across disclosed rows), the median disclosed amount is $66.5M (range: $15.0M to $1.19B).

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

Osaic Wealth, Inc. has disclosed records across Buyout, Private Equity, Real Estate, Venture Capital, Growth Equity. Open preview records include NewSpring Growth Capital II (2025 Vintage), Dawson Partners GP Finance 2, LP (2025 Vintage), Artemis Income & Growth Fund II (2025 Vintage), Silver Lake Partners V (2024 Vintage).

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

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

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

In Prilago's bilateral commitment graph, Osaic Wealth, Inc. shares resolved underlying fund vehicles with 600 institutional LPs across 30 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 Calumet Duxbury Holmberg Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage)), Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Red Admiral Fund LP (2023 Vintage)), Gaston Chicopee Fairchild Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Reach Capital IV (2022 Vintage)).

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