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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Newport Beach, CA HQ: Newport Beach, CA

Syzygy Asset Management

$30.1B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.62B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Buyout, Private Credit, 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$2.62B
Total AUM: $30.1B
Median Disclosed Amount
$114.5M
Range: $15.0M – $177.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Syzygy Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
PIMCO BRAVO Fund VIAdviser 7.B Vehicle Real Estate 2025
$52.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Group XIIIAdviser 7.B Vehicle Venture Capital 2025
$177.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
True Ventures Select IV LPAdviser 7.B Vehicle Venture Capital 2025
$166.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Biotech Crossover Opportunities Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$153.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Accel Venture XVAdviser 7.B Vehicle Venture Capital 2025
$146.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Syzygy Asset Management

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

Allocation-Policy / Pacing Update

Syzygy Asset Management (OCIO / Wealth RIA, $30.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $390.9M Unallocated Target Bandwidth). SEC Form ADV (801-61153, CRD #120440) verified $30.07B discretionary AUM (Item 5.G.(12) External Private Manager Selection + 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 2025-03-22

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Syzygy Asset Management

677 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Syzygy Asset Management (26 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 13 Shared Vehicles

Calamos Advisors

OCIO / Wealth RIA Naperville, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PCCP Debt Fund VI (2025 Vintage)
Syzygy Asset Management: $148.5M · SEC Form ADV 7.B
Calamos Advisors: $54.8M · SEC Form ADV 7.B

Additional shared vehicles: PGIM Real Estate Global Partners VI (2025 Vintage) · PIMCO BRAVO Fund VI (2025 Vintage)

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

Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Bloomfield Hills, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PGIM Real Estate Global Partners VI (2025 Vintage)
Syzygy Asset Management: $143.0M · SEC Form ADV 7.B
Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds: $26.8M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO BRAVO Fund VI (2025 Vintage) · Pimco Commercial Real Estate Debt Fund V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Bozeman, MT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)
Syzygy Asset Management: $130.0M · SEC Form ADV 7.B
Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds: $98.0M · SEC Form ADV 7.B

Additional shared vehicles: PCCP Debt Fund VI (2025 Vintage) · PGIM Real Estate Global Partners VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+674 Additional Institutional LPs Report Shared Vehicles with Syzygy Asset Management

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 Syzygy Asset Management

You are viewing 5 open public preview records (out of 27 total tracked records for Syzygy Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (677 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (7) & CRM export

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Strategies Disclosed by Syzygy Asset Management

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

Frequently Asked Questions: Syzygy Asset Management

What type of institutional allocator is Syzygy Asset Management and what is their typical disclosed ticket size?

Syzygy Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Newport Beach, CA; Headquarters: Newport Beach, CA). Across 27 historical disclosure records tracked on Prilago ($2.62B total parsed USD across disclosed rows), the median disclosed amount is $114.5M (range: $15.0M to $177.0M).

Which private-market strategies appear in Syzygy Asset Management's public disclosures?

Syzygy Asset Management has disclosed records across Real Estate, Venture Capital, Buyout, Private Credit, Infrastructure. Open preview records include PIMCO BRAVO Fund VI (2025 Vintage), General Catalyst Group XIII (2025 Vintage), True Ventures Select IV LP (2025 Vintage), SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage).

How are Syzygy Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Syzygy Asset Management 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 Syzygy Asset Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Syzygy Asset Management?

In Prilago's bilateral commitment graph, Syzygy Asset Management shares resolved underlying fund vehicles with 677 institutional LPs across 26 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 Calamos Advisors (13 shared vehicles, e.g. PCCP Debt Fund VI (2025 Vintage)), Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. PGIM Real Estate Global Partners VI (2025 Vintage)), Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)).

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