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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Rockford, IL

Savant Wealth Management

$55.0B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Credit, Buyout, Growth 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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$125.0M
Total AUM: $55.0B
Median Disclosed Amount
$25.0M
Range: $15.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
2 Gatekeepers · 4 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 — Savant Wealth Management

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Savant Wealth Management (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
Khosla Ventures VIIIAdviser 7.B Vehicle Venture Capital 2023
$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
Blue Owl First Lien Fund IIAdviser 7.B Vehicle Private Credit 2023
$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
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
Lux Ventures VIIIAdviser 7.B Vehicle Venture Capital 2023
$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
Accel-KKR Growth Capital Partners IVAdviser 7.B Vehicle Growth Equity 2022
$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
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 — Savant Wealth Management

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 — Savant Wealth Management

239 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Savant Wealth Management (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

Evercore Wealth Management

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures VIII (2023 Vintage)
Savant Wealth Management: $35.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Evercore Wealth Management: $12.5M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Serent Capital V (2023 Vintage) · Lux Ventures VIII (2023 Vintage)

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

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lux Ventures VIII (2023 Vintage)
Savant Wealth Management: $15.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
New Mexico State Investment Council: $62.5M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.258)

Additional shared vehicles: Khosla Ventures VIII (2023 Vintage)

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

Sacramento County (SCERS)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Growth Capital Partners IV (2022 Vintage)
Savant Wealth Management: $25.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Sacramento County (SCERS): $30.0M · CAFR / Board Packet (SCERS AB2833 7514 7 Report 20240821, p.16)

Additional shared vehicles: Khosla Ventures VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+236 Additional Institutional LPs Report Shared Vehicles with Savant Wealth Management

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 Savant Wealth Management

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Savant Wealth Management 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 (239 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 Savant Wealth Management

Venture Capital LPs →Private Credit LPs →Buyout LPs →Growth Equity LPs →

Frequently Asked Questions: Savant Wealth Management

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

Savant Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Rockford, IL). 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 Savant Wealth Management's public disclosures?

Savant Wealth Management has disclosed records across Venture Capital, Private Credit, Buyout, Growth Equity. Open preview records include Khosla Ventures VIII (2023 Vintage), Blue Owl First Lien Fund II (2023 Vintage), Serent Capital V (2023 Vintage), Lux Ventures VIII (2023 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/savant-wealth-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 Savant Wealth Management?

In Prilago's bilateral commitment graph, Savant Wealth Management shares resolved underlying fund vehicles with 239 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 Evercore Wealth Management (3 shared vehicles, e.g. Khosla Ventures VIII (2023 Vintage)), New Mexico State Investment Council (2 shared vehicles, e.g. Lux Ventures VIII (2023 Vintage)), Sacramento County (SCERS) (2 shared vehicles, e.g. Accel-KKR Growth Capital Partners IV (2022 Vintage)).

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