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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Portland, OR HQ: Portland, OR

Sellwood Investment Partners

$2.3B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($132.3M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Growth Equity, Buyout, Secondaries, Direct Lending (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$132.3M
Total AUM: $2.3B
Median Disclosed Amount
$11.8M
Range: $5.0M – $15.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Sellwood Investment Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Monroe Capital Private Credit Fund V, L.P.Adviser 7.B Vehicle Private Credit 2025
$14.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund III, L.P.Adviser 7.B Vehicle Direct Lending 2025
$13.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourVest Dover Street XI, L.P.Adviser 7.B Vehicle Secondaries 2025
$10.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG VIAdviser 7.B Vehicle Growth Equity 2024
$5.0M
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 Europe Growth Equity Fund IV, L.P.Adviser 7.B Vehicle Growth Equity 2024
$12.4M
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 — Sellwood Investment Partners

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

Allocation-Policy / Pacing Update

Sellwood Investment Partners (OCIO / Wealth RIA, $2.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.2% Actual; $63.9M Unallocated Target Bandwidth). SEC Form ADV (801-76867, CRD #164696) verified $2.28B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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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 — Sellwood Investment Partners

775 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sellwood Investment Partners (12 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 8 Shared Vehicles

1607 Capital Partners

OCIO / Wealth RIA Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Monroe Capital Private Credit Fund V (2025 Vintage)
Sellwood Investment Partners: $14.3M · SEC Form ADV 7.B
1607 Capital Partners: $20.5M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Summit Partners Europe Growth Equity Fund IV, SCSp (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Atlanta Capital

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Sellwood Investment Partners: $13.4M · SEC Form ADV 7.B
Atlanta Capital: $165.0M · SEC Form ADV 7.B

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Summit Partners Europe Growth Equity Fund IV, SCSp (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Aperio Group

Family Office / MFO Sausalito, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Partners Europe Growth Equity Fund IV, SCSp (2025 Vintage)
Sellwood Investment Partners: $12.4M · SEC Form ADV 7.B
Aperio Group: $946.3M · SEC Form ADV 7.B

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Ares Senior Direct Lending III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+772 Additional Institutional LPs Report Shared Vehicles with Sellwood Investment Partners

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You are viewing 5 open public preview records (out of 12 total tracked records for Sellwood Investment Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (775 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 Sellwood Investment Partners

Private Credit LPs →Growth Equity LPs →Buyout LPs →Secondaries LPs →Direct Lending LPs →

Frequently Asked Questions: Sellwood Investment Partners

What type of institutional allocator is Sellwood Investment Partners and what is their typical disclosed ticket size?

Sellwood Investment Partners is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Portland, OR; Headquarters: Portland, OR). Across 12 historical disclosure records tracked on Prilago ($132.3M total parsed USD across disclosed rows), the median disclosed amount is $11.8M (range: $5.0M to $15.0M).

Which private-market strategies appear in Sellwood Investment Partners's public disclosures?

Sellwood Investment Partners has disclosed records across Private Credit, Growth Equity, Buyout, Secondaries, Direct Lending. Open preview records include Monroe Capital Private Credit Fund V, L.P. (2025 Vintage), Ares Senior Direct Lending Fund III, L.P. (2025 Vintage), HarbourVest Dover Street XI, L.P. (2025 Vintage), PSG VI (2024 Vintage).

How are Sellwood Investment Partners's historical records substantiated and separated from active searches on Prilago?

Records for Sellwood Investment Partners 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 Sellwood Investment Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sellwood-investment-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Sellwood Investment Partners?

In Prilago's bilateral commitment graph, Sellwood Investment Partners shares resolved underlying fund vehicles with 775 institutional LPs across 12 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 1607 Capital Partners (8 shared vehicles, e.g. Monroe Capital Private Credit Fund V (2025 Vintage)), Atlanta Capital (7 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Aperio Group (7 shared vehicles, e.g. Summit Partners Europe Growth Equity Fund IV, SCSp (2025 Vintage)).

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