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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Pennsylvania HQ: Bridgeville, PA

Waldron Private Wealth

$5.3B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($546.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Private Equity, 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$546.8M
Total AUM: $5.3B
Median Disclosed Amount
$23.2M
Range: $4.0M – $36.8M
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 — Waldron Private Wealth

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
TPG Real Estate Credit Opportunities, LPAdviser 7.B Vehicle Private Credit 2025
$36.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lerer Hippeau IX, L.P.Adviser 7.B Vehicle Venture Capital 2024
$34.5M
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
SK Capital Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$32.0M
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
Andreessen Horowitz LSV Fund IVAdviser 7.B Vehicle Venture Capital 2024
$30.4M
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
Thomas H. Lee Partners LPAdviser 7.B Vehicle Private Equity 2024
$27.2M
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 — Waldron Private Wealth

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

Allocation-Policy / Pacing Update

Waldron Private Wealth (Family Office / MFO, $5.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.7% Actual; $15.8M Unallocated Target Bandwidth). SEC Form ADV (801-77628, CRD #131063) verified $5.26B 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 ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Waldron Private Wealth

572 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Waldron Private Wealth (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 15 Shared Vehicles

Grantham Mayo Van Otterloo & Co

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage)
Waldron Private Wealth: $22.5M · SEC Form ADV 7.B
Grantham Mayo Van Otterloo & Co: $144.8M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Credit Asia Fund II (2023 Vintage) · Bain Capital Credit Distressed & Special Situations Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Markel Group General Account

Insurance Company Glen Allen, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Asia Fund II (2023 Vintage)
Waldron Private Wealth: $18.2M · SEC Form ADV 7.B
Markel Group General Account: $47.8M · SEC EDGAR Filing

Additional shared vehicles: Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage) · Bain Capital Credit Distressed & Special Situations Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Comcast / NBCUniversal Pension Master Trust

Corporate Pension Plan Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Distressed & Special Situations Fund IV (2023 Vintage)
Waldron Private Wealth: $15.8M · SEC Form ADV 7.B
Comcast / NBCUniversal Pension Master Trust: $14.5M · SEC EDGAR Filing

Additional shared vehicles: Bain Capital Credit Asia Fund II (2023 Vintage) · Bain Capital Credit Asia Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+569 Additional Institutional LPs Report Shared Vehicles with Waldron Private Wealth

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You are viewing 5 open public preview records (out of 27 total tracked records for Waldron Private Wealth) 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 (572 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 Waldron Private Wealth

Buyout LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Waldron Private Wealth

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

Waldron Private Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Pennsylvania; Headquarters: Bridgeville, PA). Across 27 historical disclosure records tracked on Prilago ($546.8M total parsed USD across disclosed rows), the median disclosed amount is $23.2M (range: $4.0M to $36.8M).

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

Waldron Private Wealth has disclosed records across Buyout, Private Credit, Venture Capital, Private Equity, Infrastructure. Open preview records include TPG Real Estate Credit Opportunities, LP (2025 Vintage), Lerer Hippeau IX, L.P. (2024 Vintage), SK Capital Partners VI, L.P. (2024 Vintage), Andreessen Horowitz LSV Fund IV (2024 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/waldron-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 Waldron Private Wealth?

In Prilago's bilateral commitment graph, Waldron Private Wealth shares resolved underlying fund vehicles with 572 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 Grantham Mayo Van Otterloo & Co (15 shared vehicles, e.g. Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage)), Markel Group General Account (14 shared vehicles, e.g. Bain Capital Credit Asia Fund II (2023 Vintage)), Comcast / NBCUniversal Pension Master Trust (13 shared vehicles, e.g. Bain Capital Credit Distressed & Special Situations Fund IV (2023 Vintage)).

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