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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

Sonen Capital

$0.5B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($68.7M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Growth Equity, Buyout, Private Credit, Private 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$68.7M
Total AUM: $0.5B
Median Disclosed Amount
$3.9M
Range: $2.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Sonen Capital

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
TTCP NMERB SMA Growth, L.P.Adviser 7.B Vehicle Growth Equity 2025
$4.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Novacap TMT International NV CV L.P.Adviser 7.B Vehicle Private Equity 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Europe Fund IIIAdviser 7.B Vehicle Growth Equity 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brighton Park Capital, L.P.Adviser 7.B Vehicle Growth Equity 2024
$7.5M
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
Insight Partners Opportunities Fund II, L.P.Adviser 7.B Vehicle Distressed / Special Situations 2024
$2.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Sonen Capital

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

Allocation-Policy / Pacing Update

Sonen Capital (OCIO / Wealth RIA, $0.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.7% Actual; $6.6M Unallocated Target Bandwidth). SEC Form ADV (801-72926, CRD #159461) verified $0.51B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-01-11

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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 — Sonen Capital

435 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sonen Capital (17 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 7 Shared Vehicles

Burlingame Blackfoot Gallagher Regional Health System Master Investment Pool

Healthcare / Hospital System California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Europe Fund III (2024 Vintage)
Sonen Capital: $3.5M · SEC Form ADV 7.B
Burlingame Blackfoot Gallagher Regional Health System Master Investment Pool: $15.0M · IRS Form 990 Sched D

Additional shared vehicles: KKR Real Estate Credit Opportunity Partners III (2023 Vintage) · KKR Real Estate Partners Americas V (2023 Vintage)

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

Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Real Estate Credit Opportunity Partners III (2023 Vintage)
Sonen Capital: $6.0M · SEC Form ADV 7.B
Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory: $52.8M · SEC Form ADV 7.B

Additional shared vehicles: KKR Real Estate Partners Americas V (2023 Vintage) · KKR Real Estate Credit Opportunities IV (2023 Vintage)

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

Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust

Institutional Trust California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Real Estate Partners Americas V (2023 Vintage)
Sonen Capital: $5.2M · SEC Form ADV 7.B
Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: KKR Real Estate Credit Opportunity Partners III (2023 Vintage) · KKR Real Estate Credit Opportunities IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+432 Additional Institutional LPs Report Shared Vehicles with Sonen Capital

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 Sonen Capital

You are viewing 5 open public preview records (out of 17 total tracked records for Sonen Capital) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (435 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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Enter your firm email to request pilot onboarding for Sonen Capital and our interactive GP workspace.

Strategies Disclosed by Sonen Capital

Real Estate LPs →Growth Equity LPs →Buyout LPs →Private Credit LPs →Private Equity LPs →

Frequently Asked Questions: Sonen Capital

What type of institutional allocator is Sonen Capital and what is their typical disclosed ticket size?

Sonen Capital is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 17 historical disclosure records tracked on Prilago ($68.7M total parsed USD across disclosed rows), the median disclosed amount is $3.9M (range: $2.0M to $7.5M).

Which private-market strategies appear in Sonen Capital's public disclosures?

Sonen Capital has disclosed records across Real Estate, Growth Equity, Buyout, Private Credit, Private Equity. Open preview records include TTCP NMERB SMA Growth, L.P. (2025 Vintage), Novacap TMT International NV CV L.P. (2025 Vintage), Bain Capital Europe Fund III (2025 Vintage), Brighton Park Capital, L.P. (2024 Vintage).

How are Sonen Capital's historical records substantiated and separated from active searches on Prilago?

Records for Sonen Capital 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 Sonen Capital's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Sonen Capital?

In Prilago's bilateral commitment graph, Sonen Capital shares resolved underlying fund vehicles with 435 institutional LPs across 17 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 Burlingame Blackfoot Gallagher Regional Health System Master Investment Pool (7 shared vehicles, e.g. Bain Capital Europe Fund III (2024 Vintage)), Auglaize Genesee Valley Bernstein Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. KKR Real Estate Credit Opportunity Partners III (2023 Vintage)), Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust (6 shared vehicles, e.g. KKR Real Estate Partners Americas V (2023 Vintage)).

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