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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Omaha, NE HQ: Omaha, NE

Private Wealth Asset Management

$2.5B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($220.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Real Estate, Real Assets (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
$220.4M
Total AUM: $2.5B
Median Disclosed Amount
$10.0M
Range: $5.0M – $15.8M
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 Wealth Asset Management

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
Lone Star Fund XII, LPAdviser 7.B Vehicle Buyout 2025
$9.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lone Star Fund X (U.S), LPAdviser 7.B Vehicle Buyout 2025
$7.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lindsay Goldberg VI Empire Co-Inv. LPAdviser 7.B Vehicle Private Equity 2025
$7.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lovell Minnick Equity Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$5.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Khosla Ventures IX. L.P.Adviser 7.B Vehicle Venture Capital 2025
$14.8M
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 Wealth Asset Management

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

Allocation-Policy / Pacing Update

Private Wealth Asset Management (Family Office / MFO, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.7% Actual; $32.8M Unallocated Target Bandwidth). SEC Form ADV (801-122065, CRD #315819) verified $2.52B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-05-08

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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 Wealth Asset Management

783 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Private Wealth Asset Management (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 11 Shared Vehicles

Glenwood Canandaigua Rosenberg Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lubert-Adler Real Estate Fund VII, LP (2025 Vintage)
Private Wealth Asset Management: $13.0M · SEC Form ADV 7.B
Glenwood Canandaigua Rosenberg Industrial Consolidated Master Retirement Trust: $54.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lone Star Fund XII (2025 Vintage) · Lone Star Fund X (U.S), LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Hightower Advisors

Family Office / MFO Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lone Star Fund XII (2025 Vintage)
Private Wealth Asset Management: $9.2M · SEC Form ADV 7.B
Hightower Advisors: $140.2M · SEC Form ADV 7.B

Additional shared vehicles: Lubert-Adler Real Estate Fund VII, LP (2025 Vintage) · Lone Star Fund X (U.S), LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 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)
Lone Star Fund X (U.S), LP (2025 Vintage)
Private Wealth Asset Management: $7.5M · SEC Form ADV 7.B
Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds: $113.2M · SEC Form ADV 7.B

Additional shared vehicles: Lone Star Fund XII (2025 Vintage) · Lindsay Goldberg VI Empire Co-Inv. LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+780 Additional Institutional LPs Report Shared Vehicles with Private Wealth Asset Management

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 Private Wealth Asset Management

You are viewing 5 open public preview records (out of 22 total tracked records for Private Wealth Asset Management) 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 (783 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 Wealth Asset Management

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

Frequently Asked Questions: Private Wealth Asset Management

What type of institutional allocator is Private Wealth Asset Management and what is their typical disclosed ticket size?

Private Wealth Asset Management is categorized under Family Office / MFO (Regional Roadshow Hub: Omaha, NE; Headquarters: Omaha, NE). Across 22 historical disclosure records tracked on Prilago ($220.4M total parsed USD across disclosed rows), the median disclosed amount is $10.0M (range: $5.0M to $15.8M).

Which private-market strategies appear in Private Wealth Asset Management's public disclosures?

Private Wealth Asset Management has disclosed records across Buyout, Private Equity, Venture Capital, Real Estate, Real Assets. Open preview records include Lone Star Fund XII, LP (2025 Vintage), Lone Star Fund X (U.S), LP (2025 Vintage), Lindsay Goldberg VI Empire Co-Inv. LP (2025 Vintage), Lovell Minnick Equity Partners VI, L.P. (2025 Vintage).

How are Private Wealth Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Private Wealth Asset Management 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 Wealth Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/private-wealth-asset-management 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 Wealth Asset Management?

In Prilago's bilateral commitment graph, Private Wealth Asset Management shares resolved underlying fund vehicles with 783 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 Glenwood Canandaigua Rosenberg Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Lubert-Adler Real Estate Fund VII, LP (2025 Vintage)), Hightower Advisors (10 shared vehicles, e.g. Lone Star Fund XII (2025 Vintage)), Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Lone Star Fund X (U.S), LP (2025 Vintage)).

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