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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Vontobel Asset Management, Inc.

$19.9B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.27B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Buyout, Venture Capital, Real Assets (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.27B
Total AUM: $19.9B
Median Disclosed Amount
$57.2M
Range: $8.0M – $124.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Vontobel Asset Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
H.I.G. Bayside Direct Lending Fund VIAdviser 7.B Vehicle Private Credit 2025
$124.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antler U.S. New Mexico, L.P.Adviser 7.B Vehicle Venture Capital 2025
$117.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hull Street IIIAdviser 7.B Vehicle Real Assets 2025
$108.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
LNK Partners III LPAdviser 7.B Vehicle Buyout 2025
$103.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Riverstone Energy Transition Credit Fund IAdviser 7.B Vehicle Private Credit 2025
$92.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Vontobel Asset Management, Inc.

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

Allocation-Policy / Pacing Update

Vontobel Asset Management, Inc. (New York, NY) committed $117.1M to Antler U.S. New Mexico, L.P. (Venture Capital sleeve) under its 2025 private markets pacing program ($558.3M allocation gap toward a 17.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Vontobel Asset Management, Inc.

452 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Vontobel Asset Management, Inc. (21 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 9 Shared Vehicles

Diamond Hill Capital Management

OCIO / Wealth RIA Columbus, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Angelo Gordon XI (2022 Vintage)
Vontobel Asset Management, Inc.: $63.2M · SEC Form ADV 7.B
Diamond Hill Capital Management: $26.2M · SEC Form ADV 7.B

Additional shared vehicles: Antares Senior Loan Fund V (2022 Vintage) · Angelo Gordon Realty Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Fayetteville Cape Henlopen Pendleton Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Antares Senior Loan Fund V (2022 Vintage)
Vontobel Asset Management, Inc.: $45.8M · SEC Form ADV 7.B
Fayetteville Cape Henlopen Pendleton Industrial Consolidated Master Retirement Trust: $46.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Angelo Gordon XI (2022 Vintage) · Angelo Gordon Realty Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Bolzano South Tyrol Euregio Sovereign Investment Fund Cumberland Sovereign Strategic Investment Fund

Sovereign Wealth Fund Bolzano, South
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Angelo Gordon Realty Fund XI (2022 Vintage)
Vontobel Asset Management, Inc.: $38.2M · SEC Form ADV 7.B
Bolzano South Tyrol Euregio Sovereign Investment Fund Cumberland Sovereign Strategic Investment Fund: $50.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Angelo Gordon XI (2022 Vintage) · Antares Senior Loan Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+449 Additional Institutional LPs Report Shared Vehicles with Vontobel Asset Management, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 22 total tracked records for Vontobel Asset Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (452 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Vontobel Asset Management, Inc.

Private Credit LPs →Real Estate LPs →Buyout LPs →Venture Capital LPs →Real Assets LPs →

Frequently Asked Questions: Vontobel Asset Management, Inc.

What type of institutional allocator is Vontobel Asset Management, Inc. and what is their typical disclosed ticket size?

Vontobel Asset Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 22 historical disclosure records tracked on Prilago ($1.27B total parsed USD across disclosed rows), the median disclosed amount is $57.2M (range: $8.0M to $124.7M).

Which private-market strategies appear in Vontobel Asset Management, Inc.'s public disclosures?

Vontobel Asset Management, Inc. has disclosed records across Private Credit, Real Estate, Buyout, Venture Capital, Real Assets. Open preview records include H.I.G. Bayside Direct Lending Fund VI (2025 Vintage), Antler U.S. New Mexico, L.P. (2025 Vintage), Hull Street III (2025 Vintage), LNK Partners III LP (2025 Vintage).

How are Vontobel Asset Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Vontobel Asset Management, Inc. 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 Vontobel Asset Management, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/vontobel-asset-management-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 Vontobel Asset Management, Inc.?

In Prilago's bilateral commitment graph, Vontobel Asset Management, Inc. shares resolved underlying fund vehicles with 452 institutional LPs across 21 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 Diamond Hill Capital Management (9 shared vehicles, e.g. Angelo Gordon XI (2022 Vintage)), Fayetteville Cape Henlopen Pendleton Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Antares Senior Loan Fund V (2022 Vintage)), Bolzano South Tyrol Euregio Sovereign Investment Fund Cumberland Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Angelo Gordon Realty Fund XI (2022 Vintage)).

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