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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: New York, NY

Wealthspire Advisors

$33.0B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Growth Equity (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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$125.0M
Total AUM: $33.0B
Median Disclosed Amount
$25.0M
Range: $15.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
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 — Wealthspire Advisors

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Wealthspire Advisors (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
DigitalBridge Partners IIIAdviser 7.B Vehicle Infrastructure 2024
$30.0M
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
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2024
$25.0M
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
Ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2024
$20.0M
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
Shore Capital Food & Beverage Partners IIAdviser 7.B Vehicle Buyout 2022
$35.0M
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
Bregal Sagemount IVAdviser 7.B Vehicle Growth Equity 2022
$15.0M
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
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (2), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Wealthspire Advisors

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wealthspire Advisors

233 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wealthspire Advisors (5 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 2 Shared Vehicles

Alaska Permanent Fund

Sovereign Wealth Fund Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DigitalBridge Partners III (2024 Vintage)
Wealthspire Advisors: $30.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Alaska Permanent Fund: $100.0M · SEC Form ADV 7.B (APFC PE Report 2024Q4)

Additional shared vehicles: Wynnchurch Capital Partners VI (2024 Vintage)

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

AIMCo

Public Pension Plan Canada
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2024 Vintage)
Wealthspire Advisors: $20.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
AIMCo: $100.0M · CAFR / Board Packet (AIMCo-2024-AnnualReport, p.81)

Additional shared vehicles: DigitalBridge Partners III (2024 Vintage)

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

Merced County (MercedCERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wynnchurch Capital Partners VI (2024 Vintage)
Wealthspire Advisors: $25.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Merced County (MercedCERA): $7.8M · CAFR / Board Packet (MercedCERA June 2025 Packet, p.50)

Additional shared vehicles: Ares Senior Direct Lending III (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+230 Additional Institutional LPs Report Shared Vehicles with Wealthspire Advisors

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

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Request Pilot Access to Full Workspace Data for Wealthspire Advisors

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Wealthspire Advisors are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (233 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (2) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Wealthspire Advisors

Buyout LPs →Infrastructure LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Wealthspire Advisors

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

Wealthspire Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: New York, NY). Across 5 historical disclosure records tracked on Prilago ($125.0M total parsed USD across disclosed rows), the median disclosed amount is $25.0M (range: $15.0M to $35.0M).

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

Wealthspire Advisors has disclosed records across Buyout, Infrastructure, Private Credit, Growth Equity. Open preview records include DigitalBridge Partners III (2024 Vintage), Wynnchurch Capital Partners VI (2024 Vintage), Ares Senior Direct Lending Fund III (2024 Vintage), Shore Capital Food & Beverage Partners II (2022 Vintage).

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

Records for Wealthspire Advisors 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 Wealthspire Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Wealthspire Advisors?

In Prilago's bilateral commitment graph, Wealthspire Advisors shares resolved underlying fund vehicles with 233 institutional LPs across 5 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 Alaska Permanent Fund (2 shared vehicles, e.g. DigitalBridge Partners III (2024 Vintage)), AIMCo (2 shared vehicles, e.g. Ares Senior Direct Lending III (2024 Vintage)), Merced County (MercedCERA) (2 shared vehicles, e.g. Wynnchurch Capital Partners VI (2024 Vintage)).

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