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

Vaughan Nelson Investment Management

$12.2B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.06B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Infrastructure, Multi-Strategy (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
$1.06B
Total AUM: $12.2B
Median Disclosed Amount
$36.8M
Range: $8.0M – $81.1M
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 — Vaughan Nelson Investment 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
ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2025
$49.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
o15 Emerging America Credit Opportunities Fund LPAdviser 7.B Vehicle Private Credit 2025
$9.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
iCON Infrastructure Partners VI LPAdviser 7.B Vehicle Infrastructure 2025
$8.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Woodline Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$56.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Wing Four, L.P.Adviser 7.B Vehicle Venture Capital 2024
$38.2M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Vaughan Nelson Investment Management

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

Allocation-Policy / Pacing Update

Vaughan Nelson Investment Management (OCIO / Wealth RIA, $12.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.7% Actual; $281.4M Unallocated Target Bandwidth). SEC Form ADV (801-51795, CRD #106975) verified $12.24B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 — Vaughan Nelson Investment Management

920 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Vaughan Nelson Investment Management (27 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 14 Shared Vehicles

Allegheny Valley Great Plains Carrington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Vaughan Nelson Investment Management: $49.0M · SEC Form ADV 7.B
Allegheny Valley Great Plains Carrington Private Markets Primary & GP Seeder Fund-of-Funds: $85.5M · SEC Form ADV 7.B

Additional shared vehicles: o15 Emerging America Credit Opportunities Fund LP (2025 Vintage) · Woodline Fund LP (2024 Vintage)

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

Deschutes Catoctin Carmichael Multi-Family Office Private Capital Platform

Family Office / MFO Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Woodline Fund LP (2024 Vintage)
Vaughan Nelson Investment Management: $56.0M · SEC Form ADV 7.B
Deschutes Catoctin Carmichael Multi-Family Office Private Capital Platform: $28.5M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Wing Four, L.P. (2024 Vintage)

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

Bluegrass Fairhope Stanfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wing Four, L.P. (2024 Vintage)
Vaughan Nelson Investment Management: $38.2M · SEC Form ADV 7.B
Bluegrass Fairhope Stanfield Private Markets Primary & GP Seeder Fund-of-Funds: $121.8M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Woodline Fund LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+917 Additional Institutional LPs Report Shared Vehicles with Vaughan Nelson Investment Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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You are viewing 5 open public preview records (out of 27 total tracked records for Vaughan Nelson Investment 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 (920 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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Strategies Disclosed by Vaughan Nelson Investment Management

Buyout LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →Multi-Strategy LPs →

Frequently Asked Questions: Vaughan Nelson Investment Management

What type of institutional allocator is Vaughan Nelson Investment Management and what is their typical disclosed ticket size?

Vaughan Nelson Investment Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Houston, TX). Across 27 historical disclosure records tracked on Prilago ($1.06B total parsed USD across disclosed rows), the median disclosed amount is $36.8M (range: $8.0M to $81.1M).

Which private-market strategies appear in Vaughan Nelson Investment Management's public disclosures?

Vaughan Nelson Investment Management has disclosed records across Buyout, Private Credit, Real Estate, Infrastructure, Multi-Strategy. Open preview records include ares Senior Direct Lending Fund III (2025 Vintage), o15 Emerging America Credit Opportunities Fund LP (2025 Vintage), iCON Infrastructure Partners VI LP (2025 Vintage), Woodline Fund LP (2024 Vintage).

How are Vaughan Nelson Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Vaughan Nelson Investment 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 Vaughan Nelson Investment Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/vaughan-nelson-investment-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 Vaughan Nelson Investment Management?

In Prilago's bilateral commitment graph, Vaughan Nelson Investment Management shares resolved underlying fund vehicles with 920 institutional LPs across 27 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 Allegheny Valley Great Plains Carrington Private Markets Primary & GP Seeder Fund-of-Funds (14 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Deschutes Catoctin Carmichael Multi-Family Office Private Capital Platform (10 shared vehicles, e.g. Woodline Fund LP (2024 Vintage)), Bluegrass Fairhope Stanfield Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Wing Four, L.P. (2024 Vintage)).

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