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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Miami, FL HQ: Miami, FL

Powell Investment Advisors

$0.6B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($60.8M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Equity, Distressed / Special Situations, Infrastructure (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$60.8M
Total AUM: $0.6B
Median Disclosed Amount
$4.1M
Range: $2.0M – $5.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Powell Investment Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Strategic Value Special Situation VIAdviser 7.B Vehicle Distressed / Special Situations 2025
$4.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Khosla Ventures IX, LPAdviser 7.B Vehicle Venture Capital 2025
$4.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sapphire Emerging Ventures VIIAdviser 7.B Vehicle Venture Capital 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Innovation Alpha V L.P.Adviser 7.B Vehicle Private Equity 2024
$3.0M
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
InfraVia European Infrastructure Fund VIAdviser 7.B Vehicle Infrastructure 2024
$3.0M
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 — Powell Investment Advisors

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

Allocation-Policy / Pacing Update

Powell Investment Advisors (Family Office / MFO, $0.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.7% Actual; $8.4M Unallocated Target Bandwidth). SEC Form ADV (801-74420, CRD #160333) verified $0.65B 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 ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Powell Investment Advisors

520 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Powell Investment Advisors (16 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 4 Shared Vehicles

Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Innovation Alpha V L.P. (2024 Vintage)
Powell Investment Advisors: $3.0M · SEC Form ADV 7.B
Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool: $27.5M · IRS Form 990 Sched D

Additional shared vehicles: InfraVia European Infrastructure Fund VI (2024 Vintage) · InfraVia Fund VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Ljubljana Slovenia Edgartown Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
InfraVia European Infrastructure Fund VI (2024 Vintage)
Powell Investment Advisors: $3.0M · SEC Form ADV 7.B
Ljubljana Slovenia Edgartown Sovereign Strategic Investment Fund: $44.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Innovation Alpha V L.P. (2024 Vintage) · InfraVia Fund VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Universities Superannuation Scheme (USS UK)

Public Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
InfraVia Fund VI (2024 Vintage)
Powell Investment Advisors: $2.8M · SEC Form ADV 7.B
Universities Superannuation Scheme (USS UK): $33.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Innovation Alpha V L.P. (2024 Vintage) · InfraVia European Infrastructure Fund VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+517 Additional Institutional LPs Report Shared Vehicles with Powell Investment Advisors

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 Powell Investment Advisors

You are viewing 5 open public preview records (out of 16 total tracked records for Powell Investment Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (520 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 Powell Investment Advisors

Venture Capital LPs →Buyout LPs →Private Equity LPs →Distressed / Special Situations LPs →Infrastructure LPs →

Frequently Asked Questions: Powell Investment Advisors

What type of institutional allocator is Powell Investment Advisors and what is their typical disclosed ticket size?

Powell Investment Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Miami, FL; Headquarters: Miami, FL). Across 16 historical disclosure records tracked on Prilago ($60.8M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.0M to $5.0M).

Which private-market strategies appear in Powell Investment Advisors's public disclosures?

Powell Investment Advisors has disclosed records across Venture Capital, Buyout, Private Equity, Distressed / Special Situations, Infrastructure. Open preview records include Strategic Value Special Situation VI (2025 Vintage), Khosla Ventures IX, LP (2025 Vintage), Sapphire Emerging Ventures VII (2025 Vintage), Innovation Alpha V L.P. (2024 Vintage).

How are Powell Investment Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Powell Investment Advisors 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 Powell Investment Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Powell Investment Advisors?

In Prilago's bilateral commitment graph, Powell Investment Advisors shares resolved underlying fund vehicles with 520 institutional LPs across 16 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 Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool (4 shared vehicles, e.g. Innovation Alpha V L.P. (2024 Vintage)), Ljubljana Slovenia Edgartown Sovereign Strategic Investment Fund (4 shared vehicles, e.g. InfraVia European Infrastructure Fund VI (2024 Vintage)), Universities Superannuation Scheme (USS UK) (4 shared vehicles, e.g. InfraVia Fund VI (2024 Vintage)).

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