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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: St Louis, MO HQ: St Louis, MO

Stifel, Nicolaus & Company, Incorporated

$126.8B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($6.83B parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Private Credit, Buyout, 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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$6.83B
Total AUM: $126.8B
Median Disclosed Amount
$96.5M
Range: $15.0M – $840.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
1 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 — Stifel, Nicolaus & Company, Incorporated

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
Oakley Capital VI-B1 SCSpAdviser 7.B Vehicle Buyout 2025
$789.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tenex Capital Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$694.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hahn & Company IIAdviser 7.B Vehicle Private Equity 2025
$621.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Lending Fund IVAdviser 7.B Vehicle Private Credit 2024
$30.0M
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
Banneker Partners Fund IIIAdviser 7.B Vehicle Growth Equity 2024
$730.6M
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 — Stifel, Nicolaus & Company, Incorporated

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

Allocation-Policy / Pacing Update

Stifel, Nicolaus & Company, Incorporated (OCIO / Wealth RIA, $126.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 17.7% Actual; $380.5M Unallocated Target Bandwidth). SEC Form ADV (801-10746, CRD #793) verified $126.84B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-05-03

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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 (1) 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 — Stifel, Nicolaus & Company, Incorporated

628 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Stifel, Nicolaus & Company, Incorporated (30 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 14 Shared Vehicles

Haddonfield Great Neck Breckenridge Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Banneker Partners Fund III (2024 Vintage)
Stifel, Nicolaus & Company, Incorporated: $730.6M · SEC Form ADV 7.B
Haddonfield Great Neck Breckenridge Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: Moreton Bay SPV, LP (2023 Vintage) · Morgan Creek Digital IV (2023 Vintage)

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

Future Fund (Australia)

Sovereign Wealth Fund Melbourne, Australia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Moreton Bay SPV, LP (2023 Vintage)
Stifel, Nicolaus & Company, Incorporated: $149.0M · SEC Form ADV 7.B
Future Fund (Australia): $156.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Morgan Creek Digital IV (2023 Vintage) · Morgan Creek Bco II (2022 Vintage)

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

Elkhorn Edina Kavanagh Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Morgan Creek Bco II (2022 Vintage)
Stifel, Nicolaus & Company, Incorporated: $134.5M · SEC Form ADV 7.B
Elkhorn Edina Kavanagh Industrial Consolidated Master Retirement Trust: $38.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Moreton Bay SPV, LP (2023 Vintage) · Montauk TriGuard IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+625 Additional Institutional LPs Report Shared Vehicles with Stifel, Nicolaus & Company, Incorporated

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Request Pilot Access to Full Workspace Data for Stifel, Nicolaus & Company, Incorporated

You are viewing 5 open public preview records (out of 31 total tracked records for Stifel, Nicolaus & Company, Incorporated) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (628 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Stifel, Nicolaus & Company, Incorporated

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

Frequently Asked Questions: Stifel, Nicolaus & Company, Incorporated

What type of institutional allocator is Stifel, Nicolaus & Company, Incorporated and what is their typical disclosed ticket size?

Stifel, Nicolaus & Company, Incorporated is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: St Louis, MO; Headquarters: St Louis, MO). Across 31 historical disclosure records tracked on Prilago ($6.83B total parsed USD across disclosed rows), the median disclosed amount is $96.5M (range: $15.0M to $840.2M).

Which private-market strategies appear in Stifel, Nicolaus & Company, Incorporated's public disclosures?

Stifel, Nicolaus & Company, Incorporated has disclosed records across Private Equity, Private Credit, Buyout, Venture Capital, Growth Equity. Open preview records include Oakley Capital VI-B1 SCSp (2025 Vintage), Tenex Capital Partners III, L.P. (2025 Vintage), Hahn & Company II (2025 Vintage), Fortress Lending Fund IV (2024 Vintage).

How are Stifel, Nicolaus & Company, Incorporated's historical records substantiated and separated from active searches on Prilago?

Records for Stifel, Nicolaus & Company, Incorporated 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 Stifel, Nicolaus & Company, Incorporated's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/stifel-nicolaus-and-company-incorporated or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Stifel, Nicolaus & Company, Incorporated?

In Prilago's bilateral commitment graph, Stifel, Nicolaus & Company, Incorporated shares resolved underlying fund vehicles with 628 institutional LPs across 30 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 Haddonfield Great Neck Breckenridge Permanent Endowment & Fiduciary Trust (14 shared vehicles, e.g. Banneker Partners Fund III (2024 Vintage)), Future Fund (Australia) (13 shared vehicles, e.g. Moreton Bay SPV, LP (2023 Vintage)), Elkhorn Edina Kavanagh Industrial Consolidated Master Retirement Trust (13 shared vehicles, e.g. Morgan Creek Bco II (2022 Vintage)).

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