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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Stelac Advisory Services

$4.2B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($312.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Private Equity, 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$312.0M
Total AUM: $4.2B
Median Disclosed Amount
$26.1M
Range: $5.0M – $35.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Stelac Advisory Services

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Invesco Strategic Opportunities III, LPAdviser 7.B Vehicle Buyout 2025
$30.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Collide Capital IIAdviser 7.B Vehicle Venture Capital 2025
$29.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Falfurrias Capital Partners VIAdviser 7.B Vehicle Buyout 2025
$26.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Capital Partners VIIAdviser 7.B Vehicle Private Credit 2024
$26.1M
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
Marathon Eco VIAdviser 7.B Vehicle Private Credit 2023
$15.0M
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 — Stelac Advisory Services

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

Allocation-Policy / Pacing Update

Stelac Advisory Services (Family Office / MFO, $4.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 21.7% Actual; $54.3M Unallocated Target Bandwidth). SEC Form ADV (801-68823, CRD #145103) verified $4.17B 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 2025-01-16

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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 — Stelac Advisory Services

458 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Stelac Advisory Services (14 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 3 Shared Vehicles

Coulee Region Cedar Rapids Thornton University Foundation & Endowment Pool

University Endowment Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Eco VI (2023 Vintage)
Stelac Advisory Services: $15.0M · SEC Form ADV 7.B
Coulee Region Cedar Rapids Thornton University Foundation & Endowment Pool: $29.5M · IRS Form 990 Sched D

Additional shared vehicles: Marathon Healthcare Finance Fund, LP (2021 Vintage) · Marathon Eco IV (2021 Vintage)

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

Haddonfield Cohasset Ashford Regional Health System Master Investment Pool

Healthcare / Hospital System New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Healthcare Finance Fund, LP (2021 Vintage)
Stelac Advisory Services: $25.5M · SEC Form ADV 7.B
Haddonfield Cohasset Ashford Regional Health System Master Investment Pool: $26.5M · IRS Form 990 Sched D

Additional shared vehicles: Marathon Eco VI (2023 Vintage) · Marathon Eco IV (2021 Vintage)

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

Ingalls Investment Management

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Eco IV (2021 Vintage)
Stelac Advisory Services: $6.0M · SEC Form ADV 7.B
Ingalls Investment Management: $18.2M · SEC Form ADV 7.B

Additional shared vehicles: Marathon Eco VI (2023 Vintage) · Marathon Healthcare Finance Fund, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+455 Additional Institutional LPs Report Shared Vehicles with Stelac Advisory Services

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 Stelac Advisory Services

You are viewing 5 open public preview records (out of 14 total tracked records for Stelac Advisory Services) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (458 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 Stelac Advisory Services

Buyout LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →Growth Equity LPs →

Frequently Asked Questions: Stelac Advisory Services

What type of institutional allocator is Stelac Advisory Services and what is their typical disclosed ticket size?

Stelac Advisory Services is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 14 historical disclosure records tracked on Prilago ($312.0M total parsed USD across disclosed rows), the median disclosed amount is $26.1M (range: $5.0M to $35.3M).

Which private-market strategies appear in Stelac Advisory Services's public disclosures?

Stelac Advisory Services has disclosed records across Buyout, Private Credit, Venture Capital, Private Equity, Growth Equity. Open preview records include Invesco Strategic Opportunities III, LP (2025 Vintage), Collide Capital II (2025 Vintage), Falfurrias Capital Partners VI (2025 Vintage), H.I.G. Bayside Capital Partners VII (2024 Vintage).

How are Stelac Advisory Services's historical records substantiated and separated from active searches on Prilago?

Records for Stelac Advisory Services 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 Stelac Advisory Services's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Stelac Advisory Services?

In Prilago's bilateral commitment graph, Stelac Advisory Services shares resolved underlying fund vehicles with 458 institutional LPs across 14 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 Coulee Region Cedar Rapids Thornton University Foundation & Endowment Pool (3 shared vehicles, e.g. Marathon Eco VI (2023 Vintage)), Haddonfield Cohasset Ashford Regional Health System Master Investment Pool (3 shared vehicles, e.g. Marathon Healthcare Finance Fund, LP (2021 Vintage)), Ingalls Investment Management (3 shared vehicles, e.g. Marathon Eco IV (2021 Vintage)).

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