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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Overland Park, KS HQ: Overland Park, KS

Sunesis Advisors

$1.4B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($102.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Infrastructure, Real Estate, 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$102.5M
Total AUM: $1.4B
Median Disclosed Amount
$7.8M
Range: $2.0M – $9.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Sunesis Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
H.I.G. Bayside Loan Opp. Fund IIIAdviser 7.B Vehicle Private Credit 2025
$9.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Capital VIIAdviser 7.B Vehicle Buyout 2025
$8.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Trident X LPAdviser 7.B Vehicle Buyout 2025
$8.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Estancia IIIAdviser 7.B Vehicle Private Equity 2024
$8.9M
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 Energy Transition Infrastructure Fund IAdviser 7.B Vehicle Infrastructure 2024
$7.8M
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 — Sunesis Advisors

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

Allocation-Policy / Pacing Update

Sunesis Advisors (Family Office / MFO, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.7% Actual; $4.1M Unallocated Target Bandwidth). SEC Form ADV (801-72788, CRD #159114) verified $1.35B 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 2025-02-14

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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 — Sunesis Advisors

365 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sunesis Advisors (15 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 3 Shared Vehicles

RTX Corporation Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Estancia III (2024 Vintage)
Sunesis Advisors: $8.9M · SEC Form ADV 7.B
RTX Corporation Master Retirement Trust: $192.8M · SEC EDGAR Filing

Additional shared vehicles: Lincolnshire Equity Partners IV (2020 Vintage) · New Jersey Asia Investors III, L.P. (2016 Vintage)

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

Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Northstar Realty VIII (2022 Vintage)
Sunesis Advisors: $3.5M · SEC Form ADV 7.B
Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds: $115.5M · SEC Form ADV 7.B

Additional shared vehicles: Northstar VIII (2021 Vintage) · Northwood RE Partners VIII (2019 Vintage)

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

Ford Motor Company General Retirement Plan Master Trust

Corporate Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trident X LP (2025 Vintage)
Sunesis Advisors: $8.2M · SEC Form ADV 7.B
Ford Motor Company General Retirement Plan Master Trust: $92.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: General Catalyst Venture XII (2022 Vintage) · Joy Capital Opportunity, LP (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+362 Additional Institutional LPs Report Shared Vehicles with Sunesis 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

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You are viewing 5 open public preview records (out of 15 total tracked records for Sunesis Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (365 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 Sunesis Advisors

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

Frequently Asked Questions: Sunesis Advisors

What type of institutional allocator is Sunesis Advisors and what is their typical disclosed ticket size?

Sunesis Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Overland Park, KS; Headquarters: Overland Park, KS). Across 15 historical disclosure records tracked on Prilago ($102.5M total parsed USD across disclosed rows), the median disclosed amount is $7.8M (range: $2.0M to $9.5M).

Which private-market strategies appear in Sunesis Advisors's public disclosures?

Sunesis Advisors has disclosed records across Buyout, Private Equity, Infrastructure, Real Estate, Private Credit. Open preview records include H.I.G. Bayside Loan Opp. Fund III (2025 Vintage), TPG Capital VII (2025 Vintage), Trident X LP (2025 Vintage), Estancia III (2024 Vintage).

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

Records for Sunesis 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 Sunesis Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sunesis-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 Sunesis Advisors?

In Prilago's bilateral commitment graph, Sunesis Advisors shares resolved underlying fund vehicles with 365 institutional LPs across 15 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 RTX Corporation Master Retirement Trust (3 shared vehicles, e.g. Estancia III (2024 Vintage)), Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds (3 shared vehicles, e.g. Northstar Realty VIII (2022 Vintage)), Ford Motor Company General Retirement Plan Master Trust (3 shared vehicles, e.g. Trident X LP (2025 Vintage)).

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