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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Mountain View, CA HQ: Mountain View, CA

Wealth Architects

$2.2B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($122.5M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Growth Equity, Venture Capital, Secondaries, Buyout (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$122.5M
Total AUM: $2.2B
Median Disclosed Amount
$10.6M
Range: $5.0M – $15.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Wealth Architects

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
HarbourVest Dover Street XI, L.P.Adviser 7.B Vehicle Secondaries 2025
$12.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Onex Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$11.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Monroe Capital Private Credit Fund V, L.P.Adviser 7.B Vehicle Private Credit 2025
$11.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund III, L.P.Adviser 7.B Vehicle Direct Lending 2024
$10.6M
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
Oak Hill Advisors Strategic Credit Fund IV, L.P.Adviser 7.B Vehicle Private Credit 2024
$9.5M
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

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

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

Allocation-Policy / Pacing Update

Wealth Architects (Family Office / MFO, $2.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $61.1M Unallocated Target Bandwidth). SEC Form ADV (801-64313, CRD #135373) verified $2.18B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-04-10

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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 — Wealth Architects

857 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wealth Architects (12 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

Altair Advisers

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Monroe Capital Private Credit Fund V (2025 Vintage)
Wealth Architects: $11.2M · SEC Form ADV 7.B
Altair Advisers: $36.0M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Onex Partners VI, L.P. (2024 Vintage)

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

Aah Charitable Trust

Private Foundation North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Wealth Architects: $10.6M · SEC Form ADV 7.B
Aah Charitable Trust: $2.2M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · Onex Partners VI, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Ahlström Capital Family Office

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Onex Partners VI, L.P. (2024 Vintage)
Wealth Architects: $11.2M · SEC Form ADV 7.B
Ahlström Capital Family Office: $18.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · HarbourVest Dover Street XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+854 Additional Institutional LPs Report Shared Vehicles with Wealth Architects

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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 12 total tracked records for Wealth Architects) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (857 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 Wealth Architects

Private Credit LPs →Growth Equity LPs →Venture Capital LPs →Secondaries LPs →Buyout LPs →

Frequently Asked Questions: Wealth Architects

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

Wealth Architects is categorized under Family Office / MFO (Regional Roadshow Hub: Mountain View, CA; Headquarters: Mountain View, CA). Across 12 historical disclosure records tracked on Prilago ($122.5M total parsed USD across disclosed rows), the median disclosed amount is $10.6M (range: $5.0M to $15.0M).

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

Wealth Architects has disclosed records across Private Credit, Growth Equity, Venture Capital, Secondaries, Buyout. Open preview records include HarbourVest Dover Street XI, L.P. (2025 Vintage), Onex Partners VI, L.P. (2025 Vintage), Monroe Capital Private Credit Fund V, L.P. (2025 Vintage), Ares Senior Direct Lending Fund III, L.P. (2024 Vintage).

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

Records for Wealth Architects 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 Wealth Architects's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Wealth Architects?

In Prilago's bilateral commitment graph, Wealth Architects shares resolved underlying fund vehicles with 857 institutional LPs across 12 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 Altair Advisers (8 shared vehicles, e.g. Monroe Capital Private Credit Fund V (2025 Vintage)), Aah Charitable Trust (8 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Ahlström Capital Family Office (6 shared vehicles, e.g. Onex Partners VI, L.P. (2024 Vintage)).

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