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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Segal Marco Advisors

$12.9B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($924.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Infrastructure, Venture Capital, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$924.0M
Total AUM: $12.9B
Median Disclosed Amount
$52.5M
Range: $8.0M – $95.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Segal Marco Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
GC Customer Value Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$95.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Searchlight Capital Partners VAdviser 7.B Vehicle Buyout 2025
$89.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Churchill MM Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2025
$78.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Escalate Capital IV LPAdviser 7.B Vehicle Private Credit 2025
$70.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Growth VIAdviser 7.B Vehicle Venture Capital 2025
$70.2M
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 — Segal Marco Advisors

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

Allocation-Policy / Pacing Update

Segal Marco Advisors (OCIO / Wealth RIA, $12.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.7% Actual; $297.0M Unallocated Target Bandwidth). SEC Form ADV (801-61280, CRD #114687) verified $12.91B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); 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 2025-05-08

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Segal Marco Advisors

478 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Segal Marco Advisors (18 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 6 Shared Vehicles

Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar XI Opportunities Fund I, L.P. (2023 Vintage)
Segal Marco Advisors: $29.8M · SEC Form ADV 7.B
Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory: $122.2M · SEC Form ADV 7.B

Additional shared vehicles: Georgian Growth Fund VI (2022 Vintage) · Glouston Private Equity Opportunities VI, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Poughkeepsie, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Georgian Growth Fund VI (2022 Vintage)
Segal Marco Advisors: $37.0M · SEC Form ADV 7.B
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $59.8M · SEC Form ADV 7.B

Additional shared vehicles: Genstar XI Opportunities Fund I, L.P. (2023 Vintage) · Glouston Private Equity Opportunities VI, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account

Insurance Company Fort Collins, CO
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Glouston Private Equity Opportunities VI, L.P. (2019 Vintage)
Segal Marco Advisors: $73.5M · SEC Form ADV 7.B
Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account: $48.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Genstar XI Opportunities Fund I, L.P. (2023 Vintage) · Georgian Growth Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+475 Additional Institutional LPs Report Shared Vehicles with Segal Marco 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 Segal Marco Advisors

You are viewing 5 open public preview records (out of 19 total tracked records for Segal Marco Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (478 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Segal Marco Advisors

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

Frequently Asked Questions: Segal Marco Advisors

What type of institutional allocator is Segal Marco Advisors and what is their typical disclosed ticket size?

Segal Marco Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 19 historical disclosure records tracked on Prilago ($924.0M total parsed USD across disclosed rows), the median disclosed amount is $52.5M (range: $8.0M to $95.0M).

Which private-market strategies appear in Segal Marco Advisors's public disclosures?

Segal Marco Advisors has disclosed records across Buyout, Private Credit, Infrastructure, Venture Capital, Growth Equity. Open preview records include GC Customer Value Fund II, L.P. (2025 Vintage), Searchlight Capital Partners V (2025 Vintage), Churchill MM Senior Loan Fund V (2025 Vintage), Escalate Capital IV LP (2025 Vintage).

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

Records for Segal Marco 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 Segal Marco Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/segal-marco-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 Segal Marco Advisors?

In Prilago's bilateral commitment graph, Segal Marco Advisors shares resolved underlying fund vehicles with 478 institutional LPs across 18 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 Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Genstar XI Opportunities Fund I, L.P. (2023 Vintage)), Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Georgian Growth Fund VI (2022 Vintage)), Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Glouston Private Equity Opportunities VI, L.P. (2019 Vintage)).

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