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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Madison, WI

Resonant Capital Advisors

$2.6B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($209.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Private Equity, Real Estate (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$209.1M
Total AUM: $2.6B
Median Disclosed Amount
$13.9M
Range: $5.0M – $18.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Resonant Capital Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
FSN Capital VAdviser 7.B Vehicle Private Equity 2025
$5.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Covenant Affordable Housing Fund I LPAdviser 7.B Vehicle Real Estate 2025
$16.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Partners Asia VIIIAdviser 7.B Vehicle Buyout 2025
$15.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Private Credit Opportunities Fund IIIAdviser 7.B Vehicle Private Credit 2024
$18.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Empire Opportunistic Secondary Fund LPAdviser 7.B Vehicle Distressed / Special Situations 2024
$13.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Resonant Capital Advisors

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

Allocation-Policy / Pacing Update

Resonant Capital Advisors (Family Office / MFO, $2.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.2% Actual; $71.5M Unallocated Target Bandwidth). SEC Form ADV (801-114001, CRD #298451) verified $2.55B 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 2025-02-24

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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 — Resonant Capital Advisors

411 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Resonant Capital 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

Grand Traverse Hampton Roads Sandberg Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Credit Strategies VI (2022 Vintage)
Resonant Capital Advisors: $8.8M · SEC Form ADV 7.B
Grand Traverse Hampton Roads Sandberg Private Markets Primary & GP Seeder Fund-of-Funds: $55.5M · SEC Form ADV 7.B

Additional shared vehicles: Ares Credit Strategies Fund V (2020 Vintage) · Ares Energy Opportunities Fund (2019 Vintage)

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

W.R. Berkley General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Credit Strategies Fund V (2020 Vintage)
Resonant Capital Advisors: $7.5M · SEC Form ADV 7.B
W.R. Berkley General Account: $45.8M · SEC EDGAR Filing

Additional shared vehicles: Ares Credit Strategies VI (2022 Vintage) · Ares Energy Opportunities Fund (2019 Vintage)

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

Catskill Cowlitz Gallagher Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Ares Energy Opportunities Fund (2019 Vintage)
Resonant Capital Advisors: $11.8M · SEC Form ADV 7.B
Catskill Cowlitz Gallagher Industrial Consolidated Master Retirement Trust: $21.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Credit Strategies VI (2022 Vintage) · Ares Credit Strategies Fund V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+408 Additional Institutional LPs Report Shared Vehicles with Resonant Capital 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 Resonant Capital Advisors

You are viewing 5 open public preview records (out of 17 total tracked records for Resonant Capital Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (411 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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Enter your firm email to request pilot onboarding for Resonant Capital Advisors and our interactive GP workspace.

Strategies Disclosed by Resonant Capital Advisors

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

Frequently Asked Questions: Resonant Capital Advisors

What type of institutional allocator is Resonant Capital Advisors and what is their typical disclosed ticket size?

Resonant Capital Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Madison, WI). Across 17 historical disclosure records tracked on Prilago ($209.1M total parsed USD across disclosed rows), the median disclosed amount is $13.9M (range: $5.0M to $18.8M).

Which private-market strategies appear in Resonant Capital Advisors's public disclosures?

Resonant Capital Advisors has disclosed records across Private Credit, Buyout, Venture Capital, Private Equity, Real Estate. Open preview records include FSN Capital V (2025 Vintage), Covenant Affordable Housing Fund I LP (2025 Vintage), TPG Partners Asia VIII (2025 Vintage), Ares Private Credit Opportunities Fund III (2024 Vintage).

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

Records for Resonant Capital 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 Resonant Capital Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/resonant-capital-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 Resonant Capital Advisors?

In Prilago's bilateral commitment graph, Resonant Capital Advisors shares resolved underlying fund vehicles with 411 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 Grand Traverse Hampton Roads Sandberg Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Ares Credit Strategies VI (2022 Vintage)), W.R. Berkley General Account (4 shared vehicles, e.g. Ares Credit Strategies Fund V (2020 Vintage)), Catskill Cowlitz Gallagher Industrial Consolidated Master Retirement Trust (4 shared vehicles, e.g. Ares Energy Opportunities Fund (2019 Vintage)).

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