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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: California HQ: Aliso Viejo, CA

Wealthspire Retirement Advisory

$38.6B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Distressed / Special Situations, Growth Equity, Real Estate (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: $38.6B
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 Retirement Advisory

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Wealthspire Retirement Advisory (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
Coller International Partners IXAdviser 7.B Vehicle Secondaries 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
Dover Street XIAdviser 7.B Vehicle Secondaries 2023
$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
Sixth Street Opportunities Partners VAdviser 7.B Vehicle Distressed / Special Situations 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
Silversmith Capital Partners IVAdviser 7.B Vehicle Growth Equity 2022
$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
Realterm Logistics Income FundAdviser 7.B Vehicle Real Estate 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 Retirement Advisory

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 Retirement Advisory

204 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wealthspire Retirement Advisory (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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coller International Partners IX (2024 Vintage)
Wealthspire Retirement Advisory: $30.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
New York State Common Retirement Fund: $200.0M · CAFR / Board Packet (2022 ACFR p.123)

Additional shared vehicles: Sixth Street Opportunities Partners V (2022 Vintage)

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

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Opportunities Partners V (2022 Vintage)
Wealthspire Retirement Advisory: $35.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Colorado PERA: $125.0M · CAFR / Board Packet (CO PERA PE Holdings 2024)

Additional shared vehicles: Coller International Partners IX (2024 Vintage)

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

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coller International Partners IX (2024 Vintage)
Wealthspire Retirement Advisory: $30.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
CalSTRS: $100.0M · CAFR / Board Packet (CalSTRS Board Meeting Minutes, June 2024)

Additional shared vehicles: Sixth Street Opportunities Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+201 Additional Institutional LPs Report Shared Vehicles with Wealthspire Retirement Advisory

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 Retirement Advisory

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Wealthspire Retirement Advisory 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 (204 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 Retirement Advisory

Secondaries LPs →Distressed / Special Situations LPs →Growth Equity LPs →Real Estate LPs →

Frequently Asked Questions: Wealthspire Retirement Advisory

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

Wealthspire Retirement Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: California; Headquarters: Aliso Viejo, CA). 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 Retirement Advisory's public disclosures?

Wealthspire Retirement Advisory has disclosed records across Secondaries, Distressed / Special Situations, Growth Equity, Real Estate. Open preview records include Coller International Partners IX (2024 Vintage), Dover Street XI (2023 Vintage), Sixth Street Opportunities Partners V (2022 Vintage), Silversmith Capital Partners IV (2022 Vintage).

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

Records for Wealthspire Retirement Advisory 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 Retirement Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wealthspire-retirement-advisory 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 Retirement Advisory?

In Prilago's bilateral commitment graph, Wealthspire Retirement Advisory shares resolved underlying fund vehicles with 204 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 New York State Common Retirement Fund (2 shared vehicles, e.g. Coller International Partners IX (2024 Vintage)), Colorado PERA (2 shared vehicles, e.g. Sixth Street Opportunities Partners V (2022 Vintage)), CalSTRS (2 shared vehicles, e.g. Coller International Partners IX (2024 Vintage)).

Related OCIO / Wealth RIA & California Institutional LPs

CalSTRS (754)Los Angeles County (LACERA) (750)Los Angeles City Employees (LACERS) (747)UC Regents (405)CalPERS (404)San Francisco SFERS (369)Sacramento County (SCERS) (166)Ventura County Employees' Retirement (161)Contra Costa County (CCCERA) (125)Orange County Employees Retirement System (123)