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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

Towers Watson Investment Services, Inc.

$54.4B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($3.00B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Distressed / Special Situations (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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$3.00B
Total AUM: $54.4B
Median Disclosed Amount
$67.2M
Range: $15.0M – $260.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
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 — Towers Watson Investment Services, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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
Verdant Street Real Estate Fund VAdviser 7.B Vehicle Real Estate 2025
$260.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Opportunities Partners VI (A), LPAdviser 7.B Vehicle Private Credit 2025
$244.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Grain Communications Opportunity Fund LPAdviser 7.B Vehicle Infrastructure 2025
$226.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Real Estate Partners V.TE.2, LPAdviser 7.B Vehicle Real Estate 2025
$215.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executive Fund IAdviser 7.B Vehicle Buyout 2025
$192.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Towers Watson Investment Services, Inc.

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

Allocation-Policy / Pacing Update

Towers Watson Investment Services, Inc. (Chicago, IL) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($980.0M allocation gap toward a 13.0% target, advised by Angeles Investment Advisors).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-11

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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 — Towers Watson Investment Services, Inc.

592 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Towers Watson Investment Services, Inc. (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 18 Shared Vehicles

Belfast Invest Catoctin Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vistria Fund V (2023 Vintage)
Towers Watson Investment Services, Inc.: $147.5M · SEC Form ADV 7.B
Belfast Invest Catoctin Sovereign Strategic Investment Fund: $88.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Vista Equity Partners VIII-A (2023 Vintage) · Vista Credit Partners IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Gettysburg Catoctin Fontaine Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vista Equity Partners VIII-A (2023 Vintage)
Towers Watson Investment Services, Inc.: $86.5M · SEC Form ADV 7.B
Gettysburg Catoctin Fontaine Industrial Consolidated Master Retirement Trust: $57.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Vistria Fund V (2023 Vintage) · Vista Credit Partners IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Dai-ichi Life Insurance General Account

Insurance Company Tokyo, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Vista Credit Partners IV (2023 Vintage)
Towers Watson Investment Services, Inc.: $67.8M · SEC Form ADV 7.B
Dai-ichi Life Insurance General Account: $131.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Vista Equity Partners VIII-A (2023 Vintage) · Vida Ventures III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+589 Additional Institutional LPs Report Shared Vehicles with Towers Watson Investment Services, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Towers Watson Investment Services, Inc.

You are viewing 5 open public preview records (out of 32 total tracked records for Towers Watson Investment Services, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (592 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 Towers Watson Investment Services, Inc.

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Towers Watson Investment Services, Inc.

What type of institutional allocator is Towers Watson Investment Services, Inc. and what is their typical disclosed ticket size?

Towers Watson Investment Services, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 32 historical disclosure records tracked on Prilago ($3.00B total parsed USD across disclosed rows), the median disclosed amount is $67.2M (range: $15.0M to $260.5M).

Which private-market strategies appear in Towers Watson Investment Services, Inc.'s public disclosures?

Towers Watson Investment Services, Inc. has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Distressed / Special Situations. Open preview records include Verdant Street Real Estate Fund V (2025 Vintage), Sixth Street Opportunities Partners VI (A), LP (2025 Vintage), Grain Communications Opportunity Fund LP (2025 Vintage), Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage).

How are Towers Watson Investment Services, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Towers Watson Investment Services, Inc. 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 Towers Watson Investment Services, Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Towers Watson Investment Services, Inc.?

In Prilago's bilateral commitment graph, Towers Watson Investment Services, Inc. shares resolved underlying fund vehicles with 592 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 Belfast Invest Catoctin Sovereign Strategic Investment Fund (18 shared vehicles, e.g. Vistria Fund V (2023 Vintage)), Gettysburg Catoctin Fontaine Industrial Consolidated Master Retirement Trust (15 shared vehicles, e.g. Vista Equity Partners VIII-A (2023 Vintage)), Dai-ichi Life Insurance General Account (12 shared vehicles, e.g. Vista Credit Partners IV (2023 Vintage)).

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