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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Birmingham, AL

Waverly Advisors

$25.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.95B parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Private Credit, Buyout, Venture Capital, Private Equity (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.95B
Total AUM: $25.2B
Median Disclosed Amount
$75.0M
Range: $15.0M – $204.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Waverly Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Estancia IIIAdviser 7.B Vehicle Private Equity 2025
$204.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Industry Ventures Secondary X, L.P.Adviser 7.B Vehicle Venture Capital 2025
$168.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lerer Hippeau IX, L.P.Adviser 7.B Vehicle Venture Capital 2025
$150.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GI Energy Transition Infrastructure Fund IAdviser 7.B Vehicle Infrastructure 2024
$15.0M
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
Gryphon Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$191.8M
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 — Waverly Advisors

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

Allocation-Policy / Pacing Update

Waverly Advisors (Family Office / MFO, $25.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 20.2% Actual; $454.0M Unallocated Target Bandwidth). SEC Form ADV (801-60741, CRD #115332) verified $25.22B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-01-01

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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 — Waverly Advisors

610 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Waverly Advisors (20 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 8 Shared Vehicles

Massachusetts Mutual Life Insurance Company (MassMutual) General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock EM SMA II (2023 Vintage)
Waverly Advisors: $88.2M · SEC Form ADV 7.B
Massachusetts Mutual Life Insurance Company (MassMutual) General Account: $150.0M · NAIC Sched BA

Additional shared vehicles: BlackRock Global Credit Opportunities II (2022 Vintage) · Black Bay Energy II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Grays Harbor Finger Lakes Carmichael Permanent Endowment & Fiduciary Trust

Institutional Trust Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock Global Credit Opportunities II (2022 Vintage)
Waverly Advisors: $19.0M · SEC Form ADV 7.B
Grays Harbor Finger Lakes Carmichael Permanent Endowment & Fiduciary Trust: $14.2M · IRS Form 990 Sched D

Additional shared vehicles: BlackRock EM SMA II (2023 Vintage) · Black Bay Energy II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Hohokam Chautauqua Carmichael Philanthropic Foundation & Charitable Trust

Private Foundation Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Black Bay Energy II (2021 Vintage)
Waverly Advisors: $114.0M · SEC Form ADV 7.B
Hohokam Chautauqua Carmichael Philanthropic Foundation & Charitable Trust: $15.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: BlackRock EM SMA II (2023 Vintage) · BlackRock Global Credit Opportunities II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+607 Additional Institutional LPs Report Shared Vehicles with Waverly 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

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You are viewing 5 open public preview records (out of 21 total tracked records for Waverly Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (610 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 Waverly Advisors

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

Frequently Asked Questions: Waverly Advisors

What type of institutional allocator is Waverly Advisors and what is their typical disclosed ticket size?

Waverly Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Birmingham, AL). Across 21 historical disclosure records tracked on Prilago ($1.95B total parsed USD across disclosed rows), the median disclosed amount is $75.0M (range: $15.0M to $204.2M).

Which private-market strategies appear in Waverly Advisors's public disclosures?

Waverly Advisors has disclosed records across Infrastructure, Private Credit, Buyout, Venture Capital, Private Equity. Open preview records include Estancia III (2025 Vintage), Industry Ventures Secondary X, L.P. (2025 Vintage), Lerer Hippeau IX, L.P. (2025 Vintage), GI Energy Transition Infrastructure Fund I (2024 Vintage).

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

Records for Waverly 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 Waverly Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/waverly-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 Waverly Advisors?

In Prilago's bilateral commitment graph, Waverly Advisors shares resolved underlying fund vehicles with 610 institutional LPs across 20 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 Massachusetts Mutual Life Insurance Company (MassMutual) General Account (8 shared vehicles, e.g. BlackRock EM SMA II (2023 Vintage)), Grays Harbor Finger Lakes Carmichael Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. BlackRock Global Credit Opportunities II (2022 Vintage)), Hohokam Chautauqua Carmichael Philanthropic Foundation & Charitable Trust (8 shared vehicles, e.g. Black Bay Energy II (2021 Vintage)).

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