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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Irving, TX

United Capital Financial Advisors

$22.5B Total AUM · Institutional LP profile covering 30 historical fund disclosure records ($2.37B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Equity, Secondaries (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
30
5 Open Source Trails Below
Sum of Disclosed Rows
$2.37B
Total AUM: $22.5B
Median Disclosed Amount
$82.2M
Range: $8.0M – $165.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/30)
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 — United Capital Financial Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 30 total tracked records (+25 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
Heitman Global Real Estate Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$129.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hildred Equity Partners IIAdviser 7.B Vehicle Buyout 2025
$128.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HighVista Private Equity XI LPAdviser 7.B Vehicle Private Equity 2025
$74.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman VP VIAdviser 7.B Vehicle Real Estate 2025
$33.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hellman & Freidman Capital Partners XIAdviser 7.B Vehicle Buyout 2025
$19.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — United Capital Financial Advisors

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

Allocation-Policy / Pacing Update

United Capital Financial Advisors (OCIO / Wealth RIA, $22.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.7% Actual; $292.5M Unallocated Target Bandwidth). SEC Form ADV (801-64376, CRD #134600) verified $22.50B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-01-16

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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 — United Capital Financial Advisors

752 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as United Capital Financial Advisors (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 16 Shared Vehicles

FEG Investment Advisors

OCIO / Wealth RIA Cincinnati, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman Global Real Estate Fund II, LP (2025 Vintage)
United Capital Financial Advisors: $129.0M · SEC Form ADV 7.B
FEG Investment Advisors: $127.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hildred Equity Partners II (2025 Vintage) · HighVista Private Equity XI LP (2025 Vintage)

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

Bitterroot Catskill Chamberlain Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman VP VI (2025 Vintage)
United Capital Financial Advisors: $33.2M · SEC Form ADV 7.B
Bitterroot Catskill Chamberlain Industrial Consolidated Master Retirement Trust: $17.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Heitman Global Real Estate Fund II, LP (2025 Vintage) · Hellman & Freidman Capital Partners XI (2025 Vintage)

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

Clinches Hancock Cavendish Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hellman & Freidman Capital Partners XI (2025 Vintage)
United Capital Financial Advisors: $19.8M · SEC Form ADV 7.B
Clinches Hancock Cavendish Mutual & Casualty Insurance General Account: $59.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Heitman Global Real Estate Fund II, LP (2025 Vintage) · Heitman VP VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+749 Additional Institutional LPs Report Shared Vehicles with United Capital Financial 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

Request Pilot Access to Full Workspace Data for United Capital Financial Advisors

You are viewing 5 open public preview records (out of 30 total tracked records for United Capital Financial Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 30 tracked historical disclosure records (+25 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (752 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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Enter your firm email to request pilot onboarding for United Capital Financial Advisors and our interactive GP workspace.

Strategies Disclosed by United Capital Financial Advisors

Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Equity LPs →Secondaries LPs →

Frequently Asked Questions: United Capital Financial Advisors

What type of institutional allocator is United Capital Financial Advisors and what is their typical disclosed ticket size?

United Capital Financial Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Irving, TX). Across 30 historical disclosure records tracked on Prilago ($2.37B total parsed USD across disclosed rows), the median disclosed amount is $82.2M (range: $8.0M to $165.6M).

Which private-market strategies appear in United Capital Financial Advisors's public disclosures?

United Capital Financial Advisors has disclosed records across Buyout, Real Estate, Venture Capital, Private Equity, Secondaries. Open preview records include Heitman Global Real Estate Fund II, LP (2025 Vintage), Hildred Equity Partners II (2025 Vintage), HighVista Private Equity XI LP (2025 Vintage), Heitman VP VI (2025 Vintage).

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

Records for United Capital Financial 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 United Capital Financial Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/united-capital-financial-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 United Capital Financial Advisors?

In Prilago's bilateral commitment graph, United Capital Financial Advisors shares resolved underlying fund vehicles with 752 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 FEG Investment Advisors (16 shared vehicles, e.g. Heitman Global Real Estate Fund II, LP (2025 Vintage)), Bitterroot Catskill Chamberlain Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Heitman VP VI (2025 Vintage)), Clinches Hancock Cavendish Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Hellman & Freidman Capital Partners XI (2025 Vintage)).

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