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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Stamford, CT HQ: Stamford, CT

Steward Partners Investment Advisory

$30.0B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.27B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Equity, Venture Capital, Buyout, Private Credit (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$2.27B
Total AUM: $30.0B
Median Disclosed Amount
$88.2M
Range: $15.0M – $209.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Steward Partners Investment Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Escalate Capital IV LPAdviser 7.B Vehicle Private Credit 2025
$209.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Transwestern Strategic Partners Fund IV, LPAdviser 7.B Vehicle Secondaries 2025
$197.1M
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 VIIAdviser 7.B Vehicle Private Credit 2025
$155.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GEM Realty Fund VII LPAdviser 7.B Vehicle Real Estate 2024
$182.5M
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
Congruent Ventures IIIAdviser 7.B Vehicle Venture Capital 2024
$173.4M
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 — Steward Partners Investment Advisory

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

Allocation-Policy / Pacing Update

Steward Partners Investment Advisory (OCIO / Wealth RIA, $30.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $540.4M Unallocated Target Bandwidth). SEC Form ADV (801-107426, CRD #283004) verified $30.02B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Steward Partners Investment Advisory

562 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Steward Partners Investment Advisory (23 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 11 Shared Vehicles

Elkhorn Cuyahoga Valley Sheffield Mutual & Casualty Insurance General Account

Insurance Company Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Millennium USA LP (2023 Vintage)
Steward Partners Investment Advisory: $105.0M · SEC Form ADV 7.B
Elkhorn Cuyahoga Valley Sheffield Mutual & Casualty Insurance General Account: $74.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Mill Point Cap II (2023 Vintage) · Mill Point Capital III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Haddonfield Galveston Bay Goldstein University Foundation & Endowment Pool

University Endowment New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mill Point Cap II (2023 Vintage)
Steward Partners Investment Advisory: $104.8M · SEC Form ADV 7.B
Haddonfield Galveston Bay Goldstein University Foundation & Endowment Pool: $19.0M · IRS Form 990 Sched D

Additional shared vehicles: Millennium USA LP (2023 Vintage) · Mill Point Capital III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Novo Holdings A/S

Family Office / MFO Copenhagen, Denmark
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mill Point Capital III (2023 Vintage)
Steward Partners Investment Advisory: $58.2M · SEC Form ADV 7.B
Novo Holdings A/S: $86.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Millennium USA LP (2023 Vintage) · Mill Point Cap II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+559 Additional Institutional LPs Report Shared Vehicles with Steward Partners Investment Advisory

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

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You are viewing 5 open public preview records (out of 24 total tracked records for Steward Partners Investment Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (562 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 Steward Partners Investment Advisory

Real Estate LPs →Private Equity LPs →Venture Capital LPs →Buyout LPs →Private Credit LPs →

Frequently Asked Questions: Steward Partners Investment Advisory

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

Steward Partners Investment Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Stamford, CT; Headquarters: Stamford, CT). Across 24 historical disclosure records tracked on Prilago ($2.27B total parsed USD across disclosed rows), the median disclosed amount is $88.2M (range: $15.0M to $209.9M).

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

Steward Partners Investment Advisory has disclosed records across Real Estate, Private Equity, Venture Capital, Buyout, Private Credit. Open preview records include Escalate Capital IV LP (2025 Vintage), Transwestern Strategic Partners Fund IV, LP (2025 Vintage), H.I.G. Bayside Capital VII (2025 Vintage), GEM Realty Fund VII LP (2024 Vintage).

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

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

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

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

In Prilago's bilateral commitment graph, Steward Partners Investment Advisory shares resolved underlying fund vehicles with 562 institutional LPs across 23 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 Elkhorn Cuyahoga Valley Sheffield Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Millennium USA LP (2023 Vintage)), Haddonfield Galveston Bay Goldstein University Foundation & Endowment Pool (11 shared vehicles, e.g. Mill Point Cap II (2023 Vintage)), Novo Holdings A/S (10 shared vehicles, e.g. Mill Point Capital III (2023 Vintage)).

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