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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Englewood, NJ

Pathstone

$65.6B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($3.47B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Venture Capital (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
$3.47B
Total AUM: $65.6B
Median Disclosed Amount
$80.8M
Range: $15.0M – $434.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Pathstone

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
KKR Real Estate Credit Opportunity Partners IVAdviser 7.B Vehicle Real Estate 2025
$434.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Private Markets Fund IIAdviser 7.B Vehicle Private Credit 2025
$358.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Springblue A-V, L.P.Adviser 7.B Vehicle Private Equity 2025
$321.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Escalate Capital IV LPAdviser 7.B Vehicle Private Credit 2024
$30.0M
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
SEP Diamond Fund, L.P.Adviser 7.B Vehicle Private Equity 2024
$408.0M
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 — Pathstone

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

Allocation-Policy / Pacing Update

Pathstone (Family Office / MFO, $65.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.2% Actual; $1,836.2M Unallocated Target Bandwidth). SEC Form ADV (801-70776, CRD #151736) verified $65.58B discretionary AUM (Item 5.G.(12) External Private Manager Selection + 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 2025-04-15

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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 — Pathstone

561 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Pathstone (21 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 9 Shared Vehicles

Evangeline Bucksport Goldstein Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Upfront VIII (2023 Vintage)
Pathstone: $118.8M · SEC Form ADV 7.B
Evangeline Bucksport Goldstein Mutual & Casualty Insurance General Account: $35.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Vaaka Partners Buyout Fund IV (2022 Vintage) · VWH Partners III LP (2022 Vintage)

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

Cape Fear Healdsburg Bernstein Regional Health System Master Investment Pool

Healthcare / Hospital System Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vaaka Partners Buyout Fund IV (2022 Vintage)
Pathstone: $92.0M · SEC Form ADV 7.B
Cape Fear Healdsburg Bernstein Regional Health System Master Investment Pool: $24.0M · IRS Form 990 Sched D

Additional shared vehicles: Upfront VIII (2023 Vintage) · VWH Partners III LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

DUMAC (Duke University Endowment)

University Endowment Durham, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
VWH Partners III LP (2022 Vintage)
Pathstone: $80.8M · SEC Form ADV 7.B
DUMAC (Duke University Endowment): $46.2M · IRS Form 990 Sched D

Additional shared vehicles: Upfront VIII (2023 Vintage) · Vaaka Partners Buyout Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+558 Additional Institutional LPs Report Shared Vehicles with Pathstone

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

Request Pilot Access to Full Workspace Data for Pathstone

You are viewing 5 open public preview records (out of 23 total tracked records for Pathstone) 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 (561 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 Pathstone

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

Frequently Asked Questions: Pathstone

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

Pathstone is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Englewood, NJ). Across 23 historical disclosure records tracked on Prilago ($3.47B total parsed USD across disclosed rows), the median disclosed amount is $80.8M (range: $15.0M to $434.4M).

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

Pathstone has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Venture Capital. Open preview records include KKR Real Estate Credit Opportunity Partners IV (2025 Vintage), Ares Private Markets Fund II (2025 Vintage), Springblue A-V, L.P. (2025 Vintage), Escalate Capital IV LP (2024 Vintage).

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

Records for Pathstone 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 Pathstone's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Pathstone?

In Prilago's bilateral commitment graph, Pathstone shares resolved underlying fund vehicles with 561 institutional LPs across 21 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 Evangeline Bucksport Goldstein Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Upfront VIII (2023 Vintage)), Cape Fear Healdsburg Bernstein Regional Health System Master Investment Pool (8 shared vehicles, e.g. Vaaka Partners Buyout Fund IV (2022 Vintage)), DUMAC (Duke University Endowment) (7 shared vehicles, e.g. VWH Partners III LP (2022 Vintage)).

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