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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Boise, ID

Venturi Private Wealth

$3.5B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($273.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Co-Investment, Infrastructure (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$273.6M
Total AUM: $3.5B
Median Disclosed Amount
$15.2M
Range: $5.0M – $20.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Venturi Private Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Hg Titan 2 A Co Investment LPAdviser 7.B Vehicle Co-Investment 2025
$20.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GI Data Infrastructure Fund II LPAdviser 7.B Vehicle Infrastructure 2025
$19.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Warburg Pincus XVAdviser 7.B Vehicle Buyout 2025
$17.9M
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 Capital XIAdviser 7.B Vehicle Buyout 2024
$17.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Blue Owl Asset Special Opp Fd TE IX LPAdviser 7.B Vehicle Private Credit 2024
$15.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Venturi Private Wealth

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

Allocation-Policy / Pacing Update

Venturi Private Wealth (Family Office / MFO, $3.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 15.2% Actual; $27.9M Unallocated Target Bandwidth). SEC Form ADV (801-78932, CRD #169576) verified $3.49B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — Venturi Private Wealth

491 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Venturi Private Wealth (17 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 5 Shared Vehicles

Gotham Asset Management

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Europe Realty Fund IV, L.P. (2023 Vintage)
Venturi Private Wealth: $11.0M · SEC Form ADV 7.B
Gotham Asset Management: $44.5M · SEC Form ADV 7.B

Additional shared vehicles: AG Direct Lending Fund V (2022 Vintage) · AG Europe Realty Fund III, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Hilton Head Fenwick Chesterfield Mutual & Casualty Insurance General Account

Insurance Company Hilton Head Island, SC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Fund V (2022 Vintage)
Venturi Private Wealth: $11.8M · SEC Form ADV 7.B
Hilton Head Fenwick Chesterfield Mutual & Casualty Insurance General Account: $127.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Europe Realty Fund IV, L.P. (2023 Vintage) · AG Europe Realty Fund III, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Pennsylvania Public School Employees' Retirement System

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
AG Europe Realty Fund III, L.P. (2019 Vintage)
Venturi Private Wealth: $15.2M · SEC Form ADV 7.B
Pennsylvania Public School Employees' Retirement System: $100.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Europe Realty Fund IV, L.P. (2023 Vintage) · AG Realty Value Fund X (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+488 Additional Institutional LPs Report Shared Vehicles with Venturi Private Wealth

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 Venturi Private Wealth

You are viewing 5 open public preview records (out of 20 total tracked records for Venturi Private Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (491 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 Venturi Private Wealth

Real Estate LPs →Private Credit LPs →Buyout LPs →Co-Investment LPs →Infrastructure LPs →

Frequently Asked Questions: Venturi Private Wealth

What type of institutional allocator is Venturi Private Wealth and what is their typical disclosed ticket size?

Venturi Private Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Boise, ID). Across 20 historical disclosure records tracked on Prilago ($273.6M total parsed USD across disclosed rows), the median disclosed amount is $15.2M (range: $5.0M to $20.6M).

Which private-market strategies appear in Venturi Private Wealth's public disclosures?

Venturi Private Wealth has disclosed records across Real Estate, Private Credit, Buyout, Co-Investment, Infrastructure. Open preview records include Hg Titan 2 A Co Investment LP (2025 Vintage), GI Data Infrastructure Fund II LP (2025 Vintage), Warburg Pincus XV (2025 Vintage), H&F Capital XI (2024 Vintage).

How are Venturi Private Wealth's historical records substantiated and separated from active searches on Prilago?

Records for Venturi Private Wealth 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 Venturi Private Wealth's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/venturi-private-wealth or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Venturi Private Wealth?

In Prilago's bilateral commitment graph, Venturi Private Wealth shares resolved underlying fund vehicles with 491 institutional LPs across 17 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 Gotham Asset Management (5 shared vehicles, e.g. AG Europe Realty Fund IV, L.P. (2023 Vintage)), Hilton Head Fenwick Chesterfield Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. AG Direct Lending Fund V (2022 Vintage)), Pennsylvania Public School Employees' Retirement System (4 shared vehicles, e.g. AG Europe Realty Fund III, L.P. (2019 Vintage)).

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