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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Austin, TX

Sage Advisory Services Ltd

$28.3B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Buyout, Secondaries (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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$125.0M
Total AUM: $28.3B
Median Disclosed Amount
$25.0M
Range: $15.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
2 Gatekeepers · 3 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 — Sage Advisory Services Ltd

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Sage Advisory Services Ltd (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
PSG VIAdviser 7.B Vehicle Growth Equity 2024
$30.0M
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
Coller International Partners IXAdviser 7.B Vehicle Secondaries 2024
$25.0M
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
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2024
$15.0M
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
Serent Capital VAdviser 7.B Vehicle Buyout 2023
$20.0M
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
Summit Partners Growth Equity Fund XIAdviser 7.B Vehicle Growth Equity 2022
$35.0M
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
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (2), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Sage Advisory Services Ltd

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Sage Advisory Services Ltd

238 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sage Advisory Services Ltd (5 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 3 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coller International Partners IX (2024 Vintage)
Sage Advisory Services Ltd: $25.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
New York State Common Retirement Fund: $200.0M · CAFR / Board Packet (2022 ACFR p.123)

Additional shared vehicles: Summit Partners Growth Equity Fund XI (2022 Vintage) · PSG VI (2024 Vintage)

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

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Partners Growth Equity Fund XI (2022 Vintage)
Sage Advisory Services Ltd: $35.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Washington State Investment Board: $150.0M · CAFR / Board Packet (2022 ACFR p. 110)

Additional shared vehicles: PSG VI (2024 Vintage)

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

Alaska Permanent Fund

Sovereign Wealth Fund Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wynnchurch Capital Partners VI (2024 Vintage)
Sage Advisory Services Ltd: $15.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Alaska Permanent Fund: $42.6M · SEC Form ADV 7.B (2024dec31-apfc-private-equity-report revised, p.8)

Additional shared vehicles: Summit Partners Growth Equity Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+235 Additional Institutional LPs Report Shared Vehicles with Sage Advisory Services Ltd

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Sage Advisory Services Ltd

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Sage Advisory Services Ltd are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (238 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (2) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Sage Advisory Services Ltd

Growth Equity LPs →Buyout LPs →Secondaries LPs →

Frequently Asked Questions: Sage Advisory Services Ltd

What type of institutional allocator is Sage Advisory Services Ltd and what is their typical disclosed ticket size?

Sage Advisory Services Ltd is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Austin, TX). Across 5 historical disclosure records tracked on Prilago ($125.0M total parsed USD across disclosed rows), the median disclosed amount is $25.0M (range: $15.0M to $35.0M).

Which private-market strategies appear in Sage Advisory Services Ltd's public disclosures?

Sage Advisory Services Ltd has disclosed records across Growth Equity, Buyout, Secondaries. Open preview records include PSG VI (2024 Vintage), Coller International Partners IX (2024 Vintage), Wynnchurch Capital Partners VI (2024 Vintage), Serent Capital V (2023 Vintage).

How are Sage Advisory Services Ltd's historical records substantiated and separated from active searches on Prilago?

Records for Sage Advisory Services Ltd 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 Sage Advisory Services Ltd's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sage-advisory-services-ltd or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Sage Advisory Services Ltd?

In Prilago's bilateral commitment graph, Sage Advisory Services Ltd shares resolved underlying fund vehicles with 238 institutional LPs across 5 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 New York State Common Retirement Fund (3 shared vehicles, e.g. Coller International Partners IX (2024 Vintage)), Washington State Investment Board (2 shared vehicles, e.g. Summit Partners Growth Equity Fund XI (2022 Vintage)), Alaska Permanent Fund (2 shared vehicles, e.g. Wynnchurch Capital Partners VI (2024 Vintage)).

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