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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Plymouth, MN HQ: Plymouth, MN

Wealth Enhancement Advisory Services

$94.3B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($5.02B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, 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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$5.02B
Total AUM: $94.3B
Median Disclosed Amount
$88.8M
Range: $15.0M – $659.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
1 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 Enhancement Advisory Services

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
HIG Middle Mkt LBO Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$659.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AEW Partners Real Estate Fund XAdviser 7.B Vehicle Real Estate 2025
$544.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Capital Partners XAdviser 7.B Vehicle Buyout 2025
$544.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TLV Partners IV LPAdviser 7.B Vehicle Venture Capital 2025
$487.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2025
$487.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Wealth Enhancement Advisory Services

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

Allocation-Policy / Pacing Update

Wealth Enhancement Advisory Services (Plymouth, MN) committed $659.4M to HIG Middle Mkt LBO Fund IV, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($2640.7M allocation gap toward a 19.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-12

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wealth Enhancement Advisory Services

536 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wealth Enhancement Advisory Services (23 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 11 Shared Vehicles

Mdt Advisers, A Division Of Federated Mdta

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Credit Partners IV (2023 Vintage)
Wealth Enhancement Advisory Services: $146.0M · SEC Form ADV 7.B
Mdt Advisers, A Division Of Federated Mdta: $23.5M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Growth Fund IV (2023 Vintage) · Blackstone Green III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Andra AP-fonden (AP2 Sweden)

Public Pension Plan Gothenburg, Sweden
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Growth Fund IV (2023 Vintage)
Wealth Enhancement Advisory Services: $142.2M · SEC Form ADV 7.B
Andra AP-fonden (AP2 Sweden): $76.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Green Credit Partners IV (2023 Vintage) · Blackstone Green III (2023 Vintage)

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

Douglas Isle of Man Huntington Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green III (2023 Vintage)
Wealth Enhancement Advisory Services: $88.8M · SEC Form ADV 7.B
Douglas Isle of Man Huntington Sovereign Strategic Investment Fund: $64.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Green Credit Partners IV (2023 Vintage) · Blackstone Green Credit Partners III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+533 Additional Institutional LPs Report Shared Vehicles with Wealth Enhancement Advisory Services

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

Request Pilot Access to Full Workspace Data for Wealth Enhancement Advisory Services

You are viewing 5 open public preview records (out of 23 total tracked records for Wealth Enhancement Advisory Services) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (536 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Enter your firm email to request pilot onboarding for Wealth Enhancement Advisory Services and our interactive GP workspace.

Strategies Disclosed by Wealth Enhancement Advisory Services

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

Frequently Asked Questions: Wealth Enhancement Advisory Services

What type of institutional allocator is Wealth Enhancement Advisory Services and what is their typical disclosed ticket size?

Wealth Enhancement Advisory Services is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Plymouth, MN; Headquarters: Plymouth, MN). Across 23 historical disclosure records tracked on Prilago ($5.02B total parsed USD across disclosed rows), the median disclosed amount is $88.8M (range: $15.0M to $659.4M).

Which private-market strategies appear in Wealth Enhancement Advisory Services's public disclosures?

Wealth Enhancement Advisory Services has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Infrastructure. Open preview records include HIG Middle Mkt LBO Fund IV, L.P. (2025 Vintage), AEW Partners Real Estate Fund X (2025 Vintage), H.I.G. Capital Partners X (2025 Vintage), TLV Partners IV LP (2025 Vintage).

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

Records for Wealth Enhancement Advisory Services 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 Enhancement Advisory Services's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wealth-enhancement-advisory-services 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 Enhancement Advisory Services?

In Prilago's bilateral commitment graph, Wealth Enhancement Advisory Services shares resolved underlying fund vehicles with 536 institutional LPs across 23 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 Mdt Advisers, A Division Of Federated Mdta (11 shared vehicles, e.g. Blackstone Green Credit Partners IV (2023 Vintage)), Andra AP-fonden (AP2 Sweden) (11 shared vehicles, e.g. Blackstone Growth Fund IV (2023 Vintage)), Douglas Isle of Man Huntington Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Blackstone Green III (2023 Vintage)).

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