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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Morristown, NJ

Private Advisor Group

$57.7B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($2.53B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Real Estate, Private Credit, Private 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$2.53B
Total AUM: $57.7B
Median Disclosed Amount
$100.2M
Range: $15.0M – $276.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Private Advisor Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Lightspeed Venture Partners VIIAdviser 7.B Vehicle Venture Capital 2025
$116.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Cap Prt VIIAdviser 7.B Vehicle Private Equity 2025
$60.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed Venture Partners VIIIAdviser 7.B Vehicle Venture Capital 2025
$20.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed India Partners IAdviser 7.B Vehicle Venture Capital 2025
$19.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Financial Credit Investments Fund II, LPAdviser 7.B Vehicle Private Credit 2025
$259.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Private Advisor Group

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

Allocation-Policy / Pacing Update

Private Advisor Group (OCIO / Wealth RIA, $57.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 11.2% Actual; $1,038.4M Unallocated Target Bandwidth). SEC Form ADV (801-72060, CRD #155216) verified $57.69B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-04-05

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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 — Private Advisor Group

641 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Private Advisor Group (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

Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners VII (2025 Vintage)
Private Advisor Group: $116.0M · SEC Form ADV 7.B
Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds: $74.5M · SEC Form ADV 7.B

Additional shared vehicles: Levine Leichtman Cap Prt VII (2025 Vintage) · Lightspeed Venture Partners VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

London CIV (UK LGPS Pool)

Public Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Levine Leichtman Cap Prt VII (2025 Vintage)
Private Advisor Group: $60.2M · SEC Form ADV 7.B
London CIV (UK LGPS Pool): $87.8M · Allocator Webpage (Unanchored URL)

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

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

Institutional Trust Dayton, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners VIII (2025 Vintage)
Private Advisor Group: $20.8M · SEC Form ADV 7.B
Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust: $21.8M · IRS Form 990 Sched D

Additional shared vehicles: Lightspeed Venture Partners VII (2025 Vintage) · Levine Leichtman Cap Prt VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+638 Additional Institutional LPs Report Shared Vehicles with Private Advisor Group

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

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You are viewing 5 open public preview records (out of 22 total tracked records for Private Advisor Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (641 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 Private Advisor Group

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

Frequently Asked Questions: Private Advisor Group

What type of institutional allocator is Private Advisor Group and what is their typical disclosed ticket size?

Private Advisor Group is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Morristown, NJ). Across 22 historical disclosure records tracked on Prilago ($2.53B total parsed USD across disclosed rows), the median disclosed amount is $100.2M (range: $15.0M to $276.0M).

Which private-market strategies appear in Private Advisor Group's public disclosures?

Private Advisor Group has disclosed records across Venture Capital, Buyout, Real Estate, Private Credit, Private Equity. Open preview records include Lightspeed Venture Partners VII (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage), Lightspeed Venture Partners VIII (2025 Vintage), Lightspeed India Partners I (2025 Vintage).

How are Private Advisor Group's historical records substantiated and separated from active searches on Prilago?

Records for Private Advisor Group 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 Private Advisor Group's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Private Advisor Group?

In Prilago's bilateral commitment graph, Private Advisor Group shares resolved underlying fund vehicles with 641 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 Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Lightspeed Venture Partners VII (2025 Vintage)), London CIV (UK LGPS Pool) (9 shared vehicles, e.g. Levine Leichtman Cap Prt VII (2025 Vintage)), Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Lightspeed Venture Partners VIII (2025 Vintage)).

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