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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Darien, CT

Portfolio Advisors (FS Investments)

$38.0B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($3.15B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Fund of Funds, 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
$3.15B
Total AUM: $38.0B
Median Disclosed Amount
$36.2M
Range: $15.0M – $854.8M
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 — Portfolio Advisors (FS Investments)

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
HarbourVest Partners VIIIAdviser 7.B Vehicle Fund of Funds 2025
$121.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Loan Opp. Fund IVAdviser 7.B Vehicle Private Credit 2025
$104.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hahn & Company IIAdviser 7.B Vehicle Private Equity 2025
$87.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourVest Partners VIIAdviser 7.B Vehicle Fund of Funds 2025
$36.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Loan Opp. Fund IIIAdviser 7.B Vehicle Private Credit 2025
$33.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Portfolio Advisors (FS Investments)

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

Allocation-Policy / Pacing Update

Portfolio Advisors (FS Investments) (OCIO / Wealth RIA, $38.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 74.0% vs. 73.5% Actual; $190.0M Unallocated Target Bandwidth). Mid-Market Private Equity, Private Credit & Real Estate Primary FoF ($10M-$35M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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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 — Portfolio Advisors (FS Investments)

922 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Portfolio Advisors (FS Investments) (32 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 17 Shared Vehicles

Lilly Endowment

Private Foundation Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners VIII (2025 Vintage)
Portfolio Advisors (FS Investments): $121.0M · SEC Form ADV 7.B
Lilly Endowment: $80.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Hahn & Company II (2025 Vintage) · HarbourVest Partners VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Cardiff Development Bank of Wales Sovereign Investment Fund Croton Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hahn & Company II (2025 Vintage)
Portfolio Advisors (FS Investments): $87.8M · SEC Form ADV 7.B
Cardiff Development Bank of Wales Sovereign Investment Fund Croton Sovereign Strategic Investment Fund: $81.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest Partners VIII (2025 Vintage) · HarbourVest Partners VII (2025 Vintage)

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

High Country Gunnison Cavendish Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Bayside Loan Opp. Fund IV (2025 Vintage)
Portfolio Advisors (FS Investments): $104.8M · SEC Form ADV 7.B
High Country Gunnison Cavendish Private Markets Primary & GP Seeder Fund-of-Funds: $71.0M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Capital Middle Market Fund IV (2024 Vintage) · HPS Garden Private Credit Fund, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+919 Additional Institutional LPs Report Shared Vehicles with Portfolio Advisors (FS Investments)

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Portfolio Advisors (FS Investments)

You are viewing 5 open public preview records (out of 32 total tracked records for Portfolio Advisors (FS Investments)) 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 (922 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 Portfolio Advisors (FS Investments)

Buyout LPs →Private Credit LPs →Real Estate LPs →Fund of Funds LPs →Growth Equity LPs →

Frequently Asked Questions: Portfolio Advisors (FS Investments)

What type of institutional allocator is Portfolio Advisors (FS Investments) and what is their typical disclosed ticket size?

Portfolio Advisors (FS Investments) is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Darien, CT). Across 32 historical disclosure records tracked on Prilago ($3.15B total parsed USD across disclosed rows), the median disclosed amount is $36.2M (range: $15.0M to $854.8M).

Which private-market strategies appear in Portfolio Advisors (FS Investments)'s public disclosures?

Portfolio Advisors (FS Investments) has disclosed records across Buyout, Private Credit, Real Estate, Fund of Funds, Growth Equity. Open preview records include HarbourVest Partners VIII (2025 Vintage), H.I.G. Bayside Loan Opp. Fund IV (2025 Vintage), Hahn & Company II (2025 Vintage), HarbourVest Partners VII (2025 Vintage).

How are Portfolio Advisors (FS Investments)'s historical records substantiated and separated from active searches on Prilago?

Records for Portfolio Advisors (FS Investments) 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 Portfolio Advisors (FS Investments)'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Portfolio Advisors (FS Investments)?

In Prilago's bilateral commitment graph, Portfolio Advisors (FS Investments) shares resolved underlying fund vehicles with 922 institutional LPs across 32 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 Lilly Endowment (17 shared vehicles, e.g. HarbourVest Partners VIII (2025 Vintage)), Cardiff Development Bank of Wales Sovereign Investment Fund Croton Sovereign Strategic Investment Fund (14 shared vehicles, e.g. Hahn & Company II (2025 Vintage)), High Country Gunnison Cavendish Private Markets Primary & GP Seeder Fund-of-Funds (12 shared vehicles, e.g. H.I.G. Bayside Loan Opp. Fund IV (2025 Vintage)).

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