OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Silver Spring, MD HQ: Silver Spring, MD

Ullico Investment Advisors, Inc.

Name: Ullico Investment Advisors, Inc. Historical Private Markets Disclosure Dataset (2026)
Creator: Prilago
License: https://prilago.com/terms

$11.3B Total AUM · Institutional LP profile covering 3 historical fund disclosure records ($1.47B parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Buyout (investment geography mandates are evaluated separately from LP headquarters). 3 complete primary source trails are open below without registration.

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Disclosed Records

3 Open Source Trails Below

Sum of Disclosed Rows

$1.47B

Total AUM: $11.3B

Median Disclosed Amount

$679.7M

Range: $90.6M – $702.6M

Disclosed Fund Multiples

IRR / TVPI Not Disclosed (0/3)

1 Gatekeepers · 2 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 — Ullico Investment Advisors, Inc.

3 Open Source Trails (No Registration)

Showing all 3 tracked historical disclosure records for Ullico Investment Advisors, Inc. (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle	Strategy	Fund Vintage	Advised Vehicle GAV	Disclosed Performance	Primary Source Trail
Ullico Infrastructure Taxable Fund, L.P.Adviser 7.B Vehicle	Buyout	2024	$702.6M Adviser-managed fund GAV · As of May 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
Ullico Diversified International Equity Fund, L.PAdviser 7.B Vehicle	Multi-Strategy	2024	$679.7M Adviser-managed fund GAV · As of May 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
Ullico International Small Cap Fund, L.P.Adviser 7.B Vehicle	Multi-Strategy	2024	$90.6M Adviser-managed fund GAV · As of May 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B

100% of Indexed Public Disclosure Rows Shown Above (3/3): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Ullico Investment Advisors, Inc.

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Ullico Investment Advisors, Inc.

2 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ullico Investment Advisors, Inc. (1 shared vehicles tracked; showing top 2 bilateral overlaps).

Explore Paths in Interactive Demo

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 1 Shared Vehicle

Chicago Municipal (MEABF)

Public Pension Plan Illinois / Chicago

Resolved Shared Vehicle Recent Fund Cycle (2020–2026)

Ullico Infrastructure Taxable Fund (2022 Vintage)

Ullico Investment Advisors, Inc.: $702.6M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Chicago Municipal (MEABF): $106.0M · CAFR / Board Packet (MEABF Service Providers 2026, p.2)

Potential introduction path · LPAC unconfirmed View LP Profile →

#2 Shared-Fund Peer 1 Shared Vehicle

SLPRS-MO (St. Louis Police Pension)

Public Pension Plan Heartland / Plains (MO / IA / OK / KS / NE)

Resolved Shared Vehicle Recent Fund Cycle (2020–2026)

Ullico Infrastructure Taxable Fund (2022 Vintage)

Ullico Investment Advisors, Inc.: $702.6M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

SLPRS-MO (St. Louis Police Pension): $15.4M · CAFR / Board Packet (SLPRS MO Annual Financial Report, p.26)

Potential introduction path · LPAC unconfirmed View LP Profile →

Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Ullico Investment Advisors, Inc.

You are viewing 3 open public preview records — all 3 currently indexed public disclosure records for Ullico Investment Advisors, Inc. are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
Bilateral Shared-Fund Co-Investor Graph (2 connected LPs)
Decision-Maker Investment Contacts (3) & official proposal intake channels
Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Ullico Investment Advisors, Inc.

Multi-Strategy LPs →Buyout LPs →

Frequently Asked Questions: Ullico Investment Advisors, Inc.

What type of institutional allocator is Ullico Investment Advisors, Inc. and what is their typical disclosed ticket size?

Ullico Investment Advisors, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Silver Spring, MD; Headquarters: Silver Spring, MD). Across 3 historical disclosure records tracked on Prilago ($1.47B total parsed USD across disclosed rows), the median disclosed amount is $679.7M (range: $90.6M to $702.6M).

Which private-market strategies appear in Ullico Investment Advisors, Inc.'s public disclosures?

Ullico Investment Advisors, Inc. has disclosed records across Multi-Strategy, Buyout. Open preview records include Ullico Infrastructure Taxable Fund, L.P. (2024 Vintage), Ullico Diversified International Equity Fund, L.P (2024 Vintage), Ullico International Small Cap Fund, L.P. (2024 Vintage).

How are Ullico Investment Advisors, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Ullico Investment Advisors, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 3 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 Ullico Investment Advisors, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ullico-investment-advisors-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 Ullico Investment Advisors, Inc.?

In Prilago's bilateral commitment graph, Ullico Investment Advisors, Inc. shares resolved underlying fund vehicles with 2 institutional LPs across 1 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 Chicago Municipal (MEABF) (1 shared vehicle, e.g. Ullico Infrastructure Taxable Fund (2022 Vintage)), SLPRS-MO (St. Louis Police Pension) (1 shared vehicle, e.g. Ullico Infrastructure Taxable Fund (2022 Vintage)).

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