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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Mayfield Heights, OH

St. Clair Advisors

$1.1B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($71.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Private Equity, Growth Equity, Infrastructure (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$71.7M
Total AUM: $1.1B
Median Disclosed Amount
$5.8M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — St. Clair Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Transwestern Strategic Partners Fund IV, LPAdviser 7.B Vehicle Secondaries 2025
$6.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SEI Global Private Asset Fund VI, LPAdviser 7.B Vehicle Buyout 2025
$6.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BharCap Partners II, L.P.Adviser 7.B Vehicle Buyout 2025
$5.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic 2024Adviser 7.B Vehicle Growth Equity 2024
$7.1M
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
GI Data Infrastructure Fund II LPAdviser 7.B Vehicle Infrastructure 2024
$5.8M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — St. Clair Advisors

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

Allocation-Policy / Pacing Update

St. Clair Advisors (Family Office / MFO, $1.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $19.2M Unallocated Target Bandwidth). SEC Form ADV (801-71857, CRD #155064) verified $1.07B 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 2025-05-18

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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 — St. Clair Advisors

362 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as St. Clair Advisors (13 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 2 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ridgemont Equity Partners IV (2022 Vintage)
St. Clair Advisors: $2.5M · SEC Form ADV 7.B
Wisconsin Investment Board (SWIB): $100.0M (Holding / Fair Value) · CAFR / Board Packet (69fc6d 740c9666622748458d7bfadfa005f5d5, p.248)

Additional shared vehicles: LIGHTBAY INVESTMENT PARTNERS LP (2018 Vintage)

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

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GI Data Infrastructure Fund II LP (2024 Vintage)
St. Clair Advisors: $5.8M · SEC Form ADV 7.B
CalPERS: $150.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CV Consortio Fund L.P. (2023 Vintage)

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

Osaic Wealth, Inc.

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Real Estate VII LP (2024 Vintage)
St. Clair Advisors: $5.2M · SEC Form ADV 7.B
Osaic Wealth, Inc.: $876.1M · SEC Form ADV 7.B

Additional shared vehicles: Ridgemont Equity Partners IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+359 Additional Institutional LPs Report Shared Vehicles with St. Clair 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 St. Clair Advisors

You are viewing 5 open public preview records (out of 13 total tracked records for St. Clair Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (362 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 St. Clair Advisors

Buyout LPs →Secondaries LPs →Private Equity LPs →Growth Equity LPs →Infrastructure LPs →

Frequently Asked Questions: St. Clair Advisors

What type of institutional allocator is St. Clair Advisors and what is their typical disclosed ticket size?

St. Clair Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Mayfield Heights, OH). Across 13 historical disclosure records tracked on Prilago ($71.7M total parsed USD across disclosed rows), the median disclosed amount is $5.8M (range: $2.5M to $7.5M).

Which private-market strategies appear in St. Clair Advisors's public disclosures?

St. Clair Advisors has disclosed records across Buyout, Secondaries, Private Equity, Growth Equity, Infrastructure. Open preview records include Transwestern Strategic Partners Fund IV, LP (2025 Vintage), SEI Global Private Asset Fund VI, LP (2025 Vintage), BharCap Partners II, L.P. (2025 Vintage), General Atlantic 2024 (2024 Vintage).

How are St. Clair Advisors's historical records substantiated and separated from active searches on Prilago?

Records for St. Clair 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 St. Clair Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/st-clair-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 St. Clair Advisors?

In Prilago's bilateral commitment graph, St. Clair Advisors shares resolved underlying fund vehicles with 362 institutional LPs across 13 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 Wisconsin Investment Board (SWIB) (2 shared vehicles, e.g. Ridgemont Equity Partners IV (2022 Vintage)), CalPERS (2 shared vehicles, e.g. GI Data Infrastructure Fund II LP (2024 Vintage)), Osaic Wealth, Inc. (2 shared vehicles, e.g. Strategic Partners Real Estate VII LP (2024 Vintage)).

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