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Family Office / MFO Allocator Webpage (Unanchored URL) Roadshow Hub: Geneva, Switzerland HQ: Geneva, Switzerland

Waypoint Capital (Bertarelli Family Office)

$11.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.56B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Real Estate, Venture Capital, Private Credit (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
$1.56B
Total AUM: $11.4B
Median Disclosed Amount
$60.8M
Range: $25.0M – $134.2M
Disclosed Fund Multiples
14.4% Mean IRR (n=15) · 1.64x Mean TVPI (n=15)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Waypoint Capital (Bertarelli Family Office)

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 Disclosed Amount Disclosed Performance Primary Source Trail
Heitman Global Real Estate Fund II, LP Real Estate 2025
$134.2M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
AEA Investors SBF VII Private Equity 2025
$126.1M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
TLV Partners II LP Venture Capital 2025
$116.7M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Affiliated Housing Impact Fund, LP Real Estate 2025
$110.9M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Hayfin Direct Lending Fund IV Private Credit 2023
$30.0M
General webpage link · Exact filing & amount pending · As of December 2025
 General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Waypoint Capital (Bertarelli Family Office)

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

Allocation-Policy / Pacing Update

Waypoint Capital (Bertarelli Family Office) (Family Office / MFO, $11.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 32.0% vs. 32.7% Actual; $-79.8M Unallocated Target Bandwidth). Life Sciences, Biotech Venture, Healthcare Buyout & Real Estate Funds ($10M-$35M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Waypoint Capital (Bertarelli Family Office)

503 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Waypoint Capital (Bertarelli Family Office) (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

Doubleline Capital

OCIO / Wealth RIA Tampa, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackrock Infra IV (2022 Vintage)
Waypoint Capital (Bertarelli Family Office): $111.2M · Allocator Webpage (Unanchored URL)
Doubleline Capital: $70.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Capital Opportunities Fund IV (2022 Vintage) · Blackbird Ventures V (2022 Vintage)

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

Fiducient Advisors

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Capital Opportunities Fund IV (2022 Vintage)
Waypoint Capital (Bertarelli Family Office): $97.2M · Allocator Webpage (Unanchored URL)
Fiducient Advisors: $146.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackrock Infra IV (2022 Vintage) · Blackbird Ventures V (2022 Vintage)

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

Centersquare Investment Management

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackbird Ventures V (2022 Vintage)
Waypoint Capital (Bertarelli Family Office): $52.2M · Allocator Webpage (Unanchored URL)
Centersquare Investment Management: $11.0M · SEC Form ADV 7.B

Additional shared vehicles: Blackrock Infra IV (2022 Vintage) · Blackstone Capital Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+500 Additional Institutional LPs Report Shared Vehicles with Waypoint Capital (Bertarelli Family Office)

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Waypoint Capital (Bertarelli Family Office)

You are viewing 5 open public preview records (out of 22 total tracked records for Waypoint Capital (Bertarelli Family Office)) 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 (503 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Waypoint Capital (Bertarelli Family Office)

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

Frequently Asked Questions: Waypoint Capital (Bertarelli Family Office)

What type of institutional allocator is Waypoint Capital (Bertarelli Family Office) and what is their typical disclosed ticket size?

Waypoint Capital (Bertarelli Family Office) is categorized under Family Office / MFO (Regional Roadshow Hub: Geneva, Switzerland; Headquarters: Geneva, Switzerland). Across 22 historical disclosure records tracked on Prilago ($1.56B total parsed USD across disclosed rows), the median disclosed amount is $60.8M (range: $25.0M to $134.2M).

Which private-market strategies appear in Waypoint Capital (Bertarelli Family Office)'s public disclosures?

Waypoint Capital (Bertarelli Family Office) has disclosed records across Buyout, Infrastructure, Real Estate, Venture Capital, Private Credit. Open preview records include Heitman Global Real Estate Fund II, LP (2025 Vintage), AEA Investors SBF VII (2025 Vintage), TLV Partners II LP (2025 Vintage), Affiliated Housing Impact Fund, LP (2025 Vintage).

How are Waypoint Capital (Bertarelli Family Office)'s historical records substantiated and separated from active searches on Prilago?

Records for Waypoint Capital (Bertarelli Family Office) cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 Waypoint Capital (Bertarelli Family Office)'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/waypoint-capital-bertarelli-family-office or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Waypoint Capital (Bertarelli Family Office)?

In Prilago's bilateral commitment graph, Waypoint Capital (Bertarelli Family Office) shares resolved underlying fund vehicles with 503 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 Doubleline Capital (9 shared vehicles, e.g. Blackrock Infra IV (2022 Vintage)), Fiducient Advisors (9 shared vehicles, e.g. Blackstone Capital Opportunities Fund IV (2022 Vintage)), Centersquare Investment Management (9 shared vehicles, e.g. Blackbird Ventures V (2022 Vintage)).

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