Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

Segall Bryant & Hamill

$22.6B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($1.73B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Real Estate, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$1.73B
Total AUM: $22.6B
Median Disclosed Amount
$71.0M
Range: $10.0M – $116.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
1 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 — Segall Bryant & Hamill

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
Frazier Healthcare Growth XIAdviser 7.B Vehicle Growth Equity 2025
$109.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Battery Ventures VIIIAdviser 7.B Vehicle Venture Capital 2025
$96.3M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners IX Growth LPAdviser 7.B Vehicle Venture Capital 2025
$86.1M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Elliott Associates LPAdviser 7.B Vehicle Multi-Strategy 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
Renewable Resources Pooled Investments 2021Adviser 7.B Vehicle Infrastructure 2024
$116.5M
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 — Segall Bryant & Hamill

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

Allocation-Policy / Pacing Update

Segall Bryant & Hamill (OCIO / Wealth RIA, $22.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $294.1M Unallocated Target Bandwidth). SEC Form ADV (801-47232, CRD #106505) verified $22.62B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Segall Bryant & Hamill

636 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Segall Bryant & Hamill (28 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 15 Shared Vehicles

Hudson Valley Chagrin Valley Macallister Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GoldenTree Structured VII (2023 Vintage)
Segall Bryant & Hamill: $91.0M · SEC Form ADV 7.B
Hudson Valley Chagrin Valley Macallister Private Markets Primary & GP Seeder Fund-of-Funds: $73.8M · SEC Form ADV 7.B

Additional shared vehicles: Grain Spectrum III (2023 Vintage) · GoldenTree Loan III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Dws Investment Management Americas, Inc.

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Grain Spectrum III (2023 Vintage)
Segall Bryant & Hamill: $85.8M · SEC Form ADV 7.B
Dws Investment Management Americas, Inc.: $135.0M · SEC Form ADV 7.B

Additional shared vehicles: GoldenTree Structured VII (2023 Vintage) · GoldenTree Loan III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Chautauqua Cheshire Ravenscroft Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GoldenTree Loan III (2023 Vintage)
Segall Bryant & Hamill: $80.5M · SEC Form ADV 7.B
Chautauqua Cheshire Ravenscroft Permanent Endowment & Fiduciary Trust: $24.8M · IRS Form 990 Sched D

Additional shared vehicles: GoldenTree Structured VII (2023 Vintage) · Grain Spectrum III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+633 Additional Institutional LPs Report Shared Vehicles with Segall Bryant & Hamill

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Segall Bryant & Hamill

You are viewing 5 open public preview records (out of 28 total tracked records for Segall Bryant & Hamill) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (636 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Segall Bryant & Hamill and our interactive GP workspace.

Strategies Disclosed by Segall Bryant & Hamill

Frequently Asked Questions: Segall Bryant & Hamill

What type of institutional allocator is Segall Bryant & Hamill and what is their typical disclosed ticket size?

Segall Bryant & Hamill is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 28 historical disclosure records tracked on Prilago ($1.73B total parsed USD across disclosed rows), the median disclosed amount is $71.0M (range: $10.0M to $116.5M).

Which private-market strategies appear in Segall Bryant & Hamill's public disclosures?

Segall Bryant & Hamill has disclosed records across Buyout, Private Equity, Private Credit, Real Estate, Venture Capital. Open preview records include Frazier Healthcare Growth XI (2025 Vintage), Battery Ventures VIII (2025 Vintage), Thrive Capital Partners IX Growth LP (2025 Vintage), Elliott Associates LP (2024 Vintage).

How are Segall Bryant & Hamill's historical records substantiated and separated from active searches on Prilago?

Records for Segall Bryant & Hamill 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 Segall Bryant & Hamill's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/segall-bryant-and-hamill or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Segall Bryant & Hamill?

In Prilago's bilateral commitment graph, Segall Bryant & Hamill shares resolved underlying fund vehicles with 636 institutional LPs across 28 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 Hudson Valley Chagrin Valley Macallister Private Markets Primary & GP Seeder Fund-of-Funds (15 shared vehicles, e.g. GoldenTree Structured VII (2023 Vintage)), Dws Investment Management Americas, Inc. (15 shared vehicles, e.g. Grain Spectrum III (2023 Vintage)), Chautauqua Cheshire Ravenscroft Permanent Endowment & Fiduciary Trust (14 shared vehicles, e.g. GoldenTree Loan III (2023 Vintage)).

Related OCIO / Wealth RIA & Illinois / Chicago Institutional LPs