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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Morristown, NJ

Simon Quick Advisors

$8.4B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.10B parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Private Credit, Real Estate, 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$1.10B
Total AUM: $8.4B
Median Disclosed Amount
$43.2M
Range: $10.0M – $67.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Simon Quick Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 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
Fifth Wall Climate Tech Fund IIIAdviser 7.B Vehicle Venture Capital 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
Thrive Capital Partners IX Growth, L.P.Adviser 7.B Vehicle Growth Equity 2024
$67.9M
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
Foundry Venture Capital 2010 LPAdviser 7.B Vehicle Venture Capital 2024
$63.8M
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
Clearlake Opportunities Fund IIAdviser 7.B Vehicle Buyout 2024
$59.1M
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 — Simon Quick Advisors

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

Allocation-Policy / Pacing Update

Simon Quick Advisors (Family Office / MFO, $8.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 20.2% Actual; $151.0M Unallocated Target Bandwidth). SEC Form ADV (801-63357, CRD #132330) verified $8.39B discretionary AUM (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 2025-03-07

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Simon Quick Advisors

677 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Simon Quick Advisors (27 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 15 Shared Vehicles

Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Grand Island, NE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IG Neo Senior Credit Fund I (2023 Vintage)
Simon Quick Advisors: $45.0M · SEC Form ADV 7.B
Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory: $129.0M · SEC Form ADV 7.B

Additional shared vehicles: IGF Infrastructure Fund II (2023 Vintage) · IG Neo Infrastructure Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Chemung Hohokam Langley Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Elmira, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGF Infrastructure Fund II (2023 Vintage)
Simon Quick Advisors: $43.2M · SEC Form ADV 7.B
Chemung Hohokam Langley Industrial Consolidated Master Retirement Trust: $29.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IG Neo Senior Credit Fund I (2023 Vintage) · IG Neo Infrastructure Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Btg Pactual Asset Management US

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IG Neo Infrastructure Fund IV (2023 Vintage)
Simon Quick Advisors: $40.5M · SEC Form ADV 7.B
Btg Pactual Asset Management US: $104.8M · SEC Form ADV 7.B

Additional shared vehicles: IG Neo Senior Credit Fund I (2023 Vintage) · IGF Infrastructure Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+674 Additional Institutional LPs Report Shared Vehicles with Simon Quick 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 Simon Quick Advisors

You are viewing 5 open public preview records (out of 27 total tracked records for Simon Quick Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (677 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Simon Quick Advisors

Infrastructure LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Simon Quick Advisors

What type of institutional allocator is Simon Quick Advisors and what is their typical disclosed ticket size?

Simon Quick Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Morristown, NJ). Across 27 historical disclosure records tracked on Prilago ($1.10B total parsed USD across disclosed rows), the median disclosed amount is $43.2M (range: $10.0M to $67.9M).

Which private-market strategies appear in Simon Quick Advisors's public disclosures?

Simon Quick Advisors has disclosed records across Infrastructure, Private Credit, Real Estate, Venture Capital, Growth Equity. Open preview records include TrueBridge Capital Partners Fund VIII (2024 Vintage), Fifth Wall Climate Tech Fund III (2024 Vintage), Thrive Capital Partners IX Growth, L.P. (2024 Vintage), Foundry Venture Capital 2010 LP (2024 Vintage).

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

Records for Simon Quick 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 Simon Quick Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/simon-quick-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 Simon Quick Advisors?

In Prilago's bilateral commitment graph, Simon Quick Advisors shares resolved underlying fund vehicles with 677 institutional LPs across 27 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 Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory (15 shared vehicles, e.g. IG Neo Senior Credit Fund I (2023 Vintage)), Chemung Hohokam Langley Industrial Consolidated Master Retirement Trust (13 shared vehicles, e.g. IGF Infrastructure Fund II (2023 Vintage)), Btg Pactual Asset Management US (12 shared vehicles, e.g. IG Neo Infrastructure Fund IV (2023 Vintage)).

Related Family Office / MFO & New York / Tri-State Institutional LPs

New York State Common Retirement Fund (858)New Jersey Division of Investment (699)New York State Teachers (NYSTRS) (435)NYC Police Pension Fund (PPF) (422)NYC Fire Department Pension Fund (FDPF) (411)NYC Teachers (TRS) (380)NYCERS (345)NYC Board of Education Retirement System (BERS) (215)Brighton Jones (32)Btg Pactual Asset Management US (32)