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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Louisville, KY

River Road Asset Management

$9.9B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($785.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Private Credit, Venture Capital (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$785.9M
Total AUM: $9.9B
Median Disclosed Amount
$37.5M
Range: $10.0M – $50.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — River Road Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
AIGGRE U.S. Fund IVAdviser 7.B Vehicle Real Estate 2025
$50.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Sierra Blanca Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$47.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fifth Avenue Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$44.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield SREP VAdviser 7.B Vehicle Private Equity 2025
$41.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TRF IV Continuation Fund LPAdviser 7.B Vehicle Private Equity 2025
$41.9M
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 — River Road Asset Management

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

Allocation-Policy / Pacing Update

River Road Asset Management (OCIO / Wealth RIA, $9.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $128.1M Unallocated Target Bandwidth). SEC Form ADV (801-64175, CRD #134918) verified $9.85B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — River Road Asset Management

497 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as River Road Asset Management (23 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

Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BVP Forge Institutional L.P. (2023 Vintage)
River Road Asset Management: $35.8M · SEC Form ADV 7.B
Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory: $99.2M · SEC Form ADV 7.B

Additional shared vehicles: BPEA EQT Greater China III (2023 Vintage) · BRV Lotus Fund III, L.P. (2022 Vintage)

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

Grantham Mayo Van Otterloo & Co

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BPEA EQT Greater China III (2023 Vintage)
River Road Asset Management: $18.5M · SEC Form ADV 7.B
Grantham Mayo Van Otterloo & Co: $43.2M · SEC Form ADV 7.B

Additional shared vehicles: BVP Forge Institutional L.P. (2023 Vintage) · BRV Lotus Fund III, L.P. (2022 Vintage)

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

Cayuga Lake Fox Cities Kensington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BRV Lotus Fund III, L.P. (2022 Vintage)
River Road Asset Management: $42.8M · SEC Form ADV 7.B
Cayuga Lake Fox Cities Kensington Mutual & Casualty Insurance General Account: $65.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BPEA EQT Greater China III (2023 Vintage) · BIG RE Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+494 Additional Institutional LPs Report Shared Vehicles with River Road 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 River Road Asset Management

You are viewing 5 open public preview records (out of 24 total tracked records for River Road Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (497 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 River Road Asset Management

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

Frequently Asked Questions: River Road Asset Management

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

River Road Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Louisville, KY). Across 24 historical disclosure records tracked on Prilago ($785.9M total parsed USD across disclosed rows), the median disclosed amount is $37.5M (range: $10.0M to $50.8M).

Which private-market strategies appear in River Road Asset Management's public disclosures?

River Road Asset Management has disclosed records across Buyout, Real Estate, Private Equity, Private Credit, Venture Capital. Open preview records include AIGGRE U.S. Fund IV (2025 Vintage), BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage), Fifth Avenue Venture Partners XII, L.P. (2025 Vintage), Brookfield SREP V (2025 Vintage).

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

Records for River Road 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 River Road Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/river-road-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 River Road Asset Management?

In Prilago's bilateral commitment graph, River Road Asset Management shares resolved underlying fund vehicles with 497 institutional LPs across 23 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 Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. BVP Forge Institutional L.P. (2023 Vintage)), Grantham Mayo Van Otterloo & Co (10 shared vehicles, e.g. BPEA EQT Greater China III (2023 Vintage)), Cayuga Lake Fox Cities Kensington Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. BRV Lotus Fund III, L.P. (2022 Vintage)).

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