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Family Office / MFO Allocator Webpage (Unanchored URL) Roadshow Hub: Zurich, Switzerland HQ: Zurich, Switzerland

UBS Global Family & Institutional Wealth PE

$55.0B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($4.52B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Venture Capital, Multi-Strategy, Real Estate (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$4.52B
Total AUM: $55.0B
Median Disclosed Amount
$93.8M
Range: $15.0M – $566.7M
Disclosed Fund Multiples
14.0% Mean IRR (n=19) · 1.35x Mean TVPI (n=19)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — UBS Global Family & Institutional Wealth PE

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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 Disclosed Amount Disclosed Performance Primary Source Trail
Harrison Street Real Estate Core Property Fund, L.P. Real Estate 2025
$492.8M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Tenex Capital Partners IV Buyout 2025
$468.2M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
BroadRiver III, LP Private Equity 2025
$108.8M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Brookfield Renewable Partners LP Infrastructure 2025
$97.0M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Brookfield Infrastructure Partners LP Infrastructure 2025
$93.8M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — UBS Global Family & Institutional Wealth PE

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

Allocation-Policy / Pacing Update

UBS Global Family & Institutional Wealth PE (Family Office / MFO, $55.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 28.0% vs. 27.3% Actual; $385.0M Unallocated Target Bandwidth). European & Asian Single-Family Office Anchor Commitments to Fund II-V GPs ($15M-$50M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — UBS Global Family & Institutional Wealth PE

1,055 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as UBS Global Family & Institutional Wealth PE (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

APG Asset Management (ABP Netherlands)

Public Pension Plan Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BroadRiver III, LP (2025 Vintage)
UBS Global Family & Institutional Wealth PE: $108.8M · Allocator Webpage (Unanchored URL)
APG Asset Management (ABP Netherlands): $250.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Renewable Partners LP (2025 Vintage) · Brookfield Infrastructure Partners LP (2025 Vintage)

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

Ping An Overseas Alternative Investments

Insurance Company Shenzhen / Hong Kong
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgewater Pure Alpha Fund I (2025 Vintage)
UBS Global Family & Institutional Wealth PE: $91.5M · Allocator Webpage (Unanchored URL)
Ping An Overseas Alternative Investments: $70.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BroadRiver III, LP (2025 Vintage) · Brighton Park Capital, L.P. (2025 Vintage)

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

Capistrano Hohokam Remington Regional Health System Master Investment Pool

Healthcare / Hospital System San Juan Capistrano, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brighton Park Capital, L.P. (2025 Vintage)
UBS Global Family & Institutional Wealth PE: $49.0M · Allocator Webpage (Unanchored URL)
Capistrano Hohokam Remington Regional Health System Master Investment Pool: $28.5M · IRS Form 990 Sched D

Additional shared vehicles: BroadRiver III, LP (2025 Vintage) · Bridgewater Pure Alpha Fund I (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+1,052 Additional Institutional LPs Report Shared Vehicles with UBS Global Family & Institutional Wealth PE

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You are viewing 5 open public preview records (out of 26 total tracked records for UBS Global Family & Institutional Wealth PE) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1,055 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by UBS Global Family & Institutional Wealth PE

Buyout LPs →Infrastructure LPs →Venture Capital LPs →Multi-Strategy LPs →Real Estate LPs →

Frequently Asked Questions: UBS Global Family & Institutional Wealth PE

What type of institutional allocator is UBS Global Family & Institutional Wealth PE and what is their typical disclosed ticket size?

UBS Global Family & Institutional Wealth PE is categorized under Family Office / MFO (Regional Roadshow Hub: Zurich, Switzerland; Headquarters: Zurich, Switzerland). Across 26 historical disclosure records tracked on Prilago ($4.52B total parsed USD across disclosed rows), the median disclosed amount is $93.8M (range: $15.0M to $566.7M).

Which private-market strategies appear in UBS Global Family & Institutional Wealth PE's public disclosures?

UBS Global Family & Institutional Wealth PE has disclosed records across Buyout, Infrastructure, Venture Capital, Multi-Strategy, Real Estate. Open preview records include Harrison Street Real Estate Core Property Fund, L.P. (2025 Vintage), Tenex Capital Partners IV (2025 Vintage), BroadRiver III, LP (2025 Vintage), Brookfield Renewable Partners LP (2025 Vintage).

How are UBS Global Family & Institutional Wealth PE's historical records substantiated and separated from active searches on Prilago?

Records for UBS Global Family & Institutional Wealth PE cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 UBS Global Family & Institutional Wealth PE's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ubs-global-family-and-institutional-wealth-pe or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside UBS Global Family & Institutional Wealth PE?

In Prilago's bilateral commitment graph, UBS Global Family & Institutional Wealth PE shares resolved underlying fund vehicles with 1,055 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 APG Asset Management (ABP Netherlands) (13 shared vehicles, e.g. BroadRiver III, LP (2025 Vintage)), Ping An Overseas Alternative Investments (11 shared vehicles, e.g. Bridgewater Pure Alpha Fund I (2025 Vintage)), Capistrano Hohokam Remington Regional Health System Master Investment Pool (10 shared vehicles, e.g. Brighton Park Capital, L.P. (2025 Vintage)).

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