Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Cincinnati, OH

Wealth Dimensions Family Office

$0.7B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($56.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$56.2M
Total AUM: $0.7B
Median Disclosed Amount
$4.1M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
2 Gatekeepers · 4 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 Dimensions Family Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Lerer Hippeau IX, LPAdviser 7.B Vehicle Venture Capital 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Eureka Growth Capital IIIAdviser 7.B Vehicle Growth Equity 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Gryphon Partners VI, LPAdviser 7.B Vehicle Buyout 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SK Capital Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$3.9M
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
Thrive Capital Partners IX Growth LPAdviser 7.B Vehicle Venture Capital 2024
$3.5M
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 Dimensions Family Office

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

Allocation-Policy / Pacing Update

Wealth Dimensions Family Office (Family Office / MFO, $0.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 17.2% Actual; $5.7M Unallocated Target Bandwidth). SEC Form ADV (801-100393, CRD #266787) verified $0.72B 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 2025-05-13

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wealth Dimensions Family Office

502 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wealth Dimensions Family Office (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 3 Shared Vehicles

Vaughan Nelson Investment Management

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thrive Capital Partners IX Growth LP (2025 Vintage)
Wealth Dimensions Family Office: $3.5M · SEC Form ADV 7.B
Vaughan Nelson Investment Management: $59.9M · SEC Form ADV 7.B

Additional shared vehicles: GTCR Strategic Growth Fund I (2022 Vintage) · Frazier Healthcare Growth Buyout Fund X (2021 Vintage)

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

Waverly Advisors

Family Office / MFO Birmingham, AL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lerer Hippeau IX (2025 Vintage)
Wealth Dimensions Family Office: $4.5M · SEC Form ADV 7.B
Waverly Advisors: $150.9M · SEC Form ADV 7.B

Additional shared vehicles: Gryphon Partners VI, LP (2024 Vintage) · Brightwood Capital SBIC III, LP (2021 Vintage)

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

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SK Capital Partners VI, L.P. (2024 Vintage)
Wealth Dimensions Family Office: $3.9M · SEC Form ADV 7.B
New Mexico State Investment Council: $100.0M · SEC Form ADV 7.B (New Mexico SIC PE Commitments)

Additional shared vehicles: Lerer Hippeau IX (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+499 Additional Institutional LPs Report Shared Vehicles with Wealth Dimensions Family Office

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Wealth Dimensions Family Office

You are viewing 5 open public preview records (out of 13 total tracked records for Wealth Dimensions Family Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (502 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Wealth Dimensions Family Office and our interactive GP workspace.

Strategies Disclosed by Wealth Dimensions Family Office

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

Frequently Asked Questions: Wealth Dimensions Family Office

What type of institutional allocator is Wealth Dimensions Family Office and what is their typical disclosed ticket size?

Wealth Dimensions Family Office is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cincinnati, OH). Across 13 historical disclosure records tracked on Prilago ($56.2M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.5M to $7.5M).

Which private-market strategies appear in Wealth Dimensions Family Office's public disclosures?

Wealth Dimensions Family Office has disclosed records across Buyout, Venture Capital, Private Credit, Growth Equity. Open preview records include Lerer Hippeau IX, LP (2025 Vintage), Eureka Growth Capital III (2025 Vintage), Gryphon Partners VI, LP (2025 Vintage), SK Capital Partners VI, L.P. (2024 Vintage).

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

Records for Wealth Dimensions Family Office 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 Dimensions Family Office's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wealth-dimensions-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 Wealth Dimensions Family Office?

In Prilago's bilateral commitment graph, Wealth Dimensions Family Office shares resolved underlying fund vehicles with 502 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 Vaughan Nelson Investment Management (3 shared vehicles, e.g. Thrive Capital Partners IX Growth LP (2025 Vintage)), Waverly Advisors (3 shared vehicles, e.g. Lerer Hippeau IX (2025 Vintage)), New Mexico State Investment Council (2 shared vehicles, e.g. SK Capital Partners VI, L.P. (2024 Vintage)).

Related Family Office / MFO & Ohio / Indiana Institutional LPs

Ohio OPERS (373)Indiana INPRS (358)Ohio School Employees (SERS) (357)STRS Ohio (346)Ohio Police & Fire (34)Brighton Jones (32)Btg Pactual Asset Management US (32)Cincinnati Financial Corporation Insurance General Account (32)Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account (32)Hocking Hills Eagle River Osullivan Mutual & Casualty Insurance General Account (32)