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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Saint Louis, MO HQ: Saint Louis, MO

Plancorp

$9.3B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($748.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Real Estate, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$748.9M
Total AUM: $9.3B
Median Disclosed Amount
$45.5M
Range: $8.0M – $71.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Plancorp

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Capvis Equity IVAdviser 7.B Vehicle Private Equity 2025
$57.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CapRock Logistics Development Venture LPAdviser 7.B Vehicle Real Estate 2025
$52.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Canyon Laurel Fund II LPAdviser 7.B Vehicle Real Estate 2025
$15.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CalSTRS New Next Gen Manager VIAdviser 7.B Vehicle Private Equity 2024
$45.5M
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
Canyon Distressed TX LPAdviser 7.B Vehicle Private Credit 2024
$31.8M
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 — Plancorp

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

Allocation-Policy / Pacing Update

Plancorp (Family Office / MFO, $9.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.7% Actual; $120.9M Unallocated Target Bandwidth). SEC Form ADV (801-20398, CRD #106599) verified $9.30B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-01-11

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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 — Plancorp

569 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Plancorp (19 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 7 Shared Vehicles

Capital Group Private Client Services, Inc.

Family Office / MFO Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Capvis Equity IV (2025 Vintage)
Plancorp: $57.2M · SEC Form ADV 7.B
Capital Group Private Client Services, Inc.: $74.5M · SEC Form ADV 7.B

Additional shared vehicles: CapRock Logistics Development Venture LP (2024 Vintage) · CalSTRS New Next Gen Manager VI (2024 Vintage)

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

Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust

Private Foundation Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CapRock Logistics Development Venture LP (2024 Vintage)
Plancorp: $52.0M · SEC Form ADV 7.B
Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust: $19.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Capvis Equity IV (2025 Vintage) · CalSTRS New Next Gen Manager VI (2024 Vintage)

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

Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CalSTRS New Next Gen Manager VI (2024 Vintage)
Plancorp: $45.5M · SEC Form ADV 7.B
Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool: $35.5M · IRS Form 990 Sched D

Additional shared vehicles: Capvis Equity IV (2025 Vintage) · CapRock Logistics Development Venture LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+566 Additional Institutional LPs Report Shared Vehicles with Plancorp

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 Plancorp

You are viewing 5 open public preview records (out of 19 total tracked records for Plancorp) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (569 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 Plancorp

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

Frequently Asked Questions: Plancorp

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

Plancorp is categorized under Family Office / MFO (Regional Roadshow Hub: Saint Louis, MO; Headquarters: Saint Louis, MO). Across 19 historical disclosure records tracked on Prilago ($748.9M total parsed USD across disclosed rows), the median disclosed amount is $45.5M (range: $8.0M to $71.9M).

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

Plancorp has disclosed records across Buyout, Private Equity, Private Credit, Real Estate, Venture Capital. Open preview records include Capvis Equity IV (2025 Vintage), CapRock Logistics Development Venture LP (2025 Vintage), Canyon Laurel Fund II LP (2025 Vintage), CalSTRS New Next Gen Manager VI (2024 Vintage).

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

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

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

Which institutional LPs report shared underlying fund vehicles alongside Plancorp?

In Prilago's bilateral commitment graph, Plancorp shares resolved underlying fund vehicles with 569 institutional LPs across 19 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 Capital Group Private Client Services, Inc. (7 shared vehicles, e.g. Capvis Equity IV (2025 Vintage)), Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust (7 shared vehicles, e.g. CapRock Logistics Development Venture LP (2024 Vintage)), Exeter Cape Henlopen Gallagher Regional Health System Master Investment Pool (7 shared vehicles, e.g. CalSTRS New Next Gen Manager VI (2024 Vintage)).

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