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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Richmond, VA HQ: Richmond, VA

Wealthcrossing

$1.5B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($113.7M parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Private Credit, Real Estate, Buyout, Venture Capital (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$113.7M
Total AUM: $1.5B
Median Disclosed Amount
$7.5M
Range: $2.5M – $9.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Wealthcrossing

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
FSN Capital IVAdviser 7.B Vehicle Private Equity 2025
$2.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Life Sciences Fund VI, L.P.Adviser 7.B Vehicle Buyout 2025
$9.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners III, LPAdviser 7.B Vehicle Real Estate 2025
$7.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Cap Prt VIIAdviser 7.B Vehicle Private Equity 2025
$7.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$3.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Wealthcrossing

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

Allocation-Policy / Pacing Update

Wealthcrossing (Family Office / MFO, $1.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.7% Actual; $4.6M Unallocated Target Bandwidth). SEC Form ADV (801-64185, CRD #132513) verified $1.54B 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 2025-02-19

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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 — Wealthcrossing

468 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wealthcrossing (16 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 4 Shared Vehicles

Mdt Advisers, A Division Of Federated Mdta

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Property Partners Europe VII (2022 Vintage)
Wealthcrossing: $7.5M · SEC Form ADV 7.B
Mdt Advisers, A Division Of Federated Mdta: $103.5M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Property Partners Europe VI (2022 Vintage) · Blackstone Life Sciences V LP (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Brandes Investment Partners

OCIO / Wealth RIA La Jolla, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Property Partners Europe VI (2022 Vintage)
Wealthcrossing: $4.5M · SEC Form ADV 7.B
Brandes Investment Partners: $66.5M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Property Partners Europe VII (2022 Vintage) · Blackstone Life Sciences V LP (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Financière Agache (Arnault Family Holding)

Family Office / MFO Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Life Sciences V LP (2020 Vintage)
Wealthcrossing: $6.8M · SEC Form ADV 7.B
Financière Agache (Arnault Family Holding): $142.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Property Partners Europe VII (2022 Vintage) · Blackstone Property Partners Europe VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+465 Additional Institutional LPs Report Shared Vehicles with Wealthcrossing

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 Wealthcrossing

You are viewing 5 open public preview records (out of 16 total tracked records for Wealthcrossing) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (468 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 Wealthcrossing

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

Frequently Asked Questions: Wealthcrossing

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

Wealthcrossing is categorized under Family Office / MFO (Regional Roadshow Hub: Richmond, VA; Headquarters: Richmond, VA). Across 16 historical disclosure records tracked on Prilago ($113.7M total parsed USD across disclosed rows), the median disclosed amount is $7.5M (range: $2.5M to $9.6M).

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

Wealthcrossing has disclosed records across Private Equity, Private Credit, Real Estate, Buyout, Venture Capital. Open preview records include FSN Capital IV (2025 Vintage), SV Life Sciences Fund VI, L.P. (2025 Vintage), TPG Real Estate Partners III, LP (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage).

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

Records for Wealthcrossing 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 Wealthcrossing's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Wealthcrossing?

In Prilago's bilateral commitment graph, Wealthcrossing shares resolved underlying fund vehicles with 468 institutional LPs across 16 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 (4 shared vehicles, e.g. Blackstone Property Partners Europe VII (2022 Vintage)), Brandes Investment Partners (4 shared vehicles, e.g. Blackstone Property Partners Europe VI (2022 Vintage)), Financière Agache (Arnault Family Holding) (4 shared vehicles, e.g. Blackstone Life Sciences V LP (2020 Vintage)).

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