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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: St. Louis, MO HQ: St. Louis, MO

Wells Fargo Advisors

$191.5B Total AUM · Institutional LP profile covering 30 historical fund disclosure records ($7.98B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Real Estate, 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
30
5 Open Source Trails Below
Sum of Disclosed Rows
$7.98B
Total AUM: $191.5B
Median Disclosed Amount
$68.0M
Range: $15.0M – $1.13B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/30)
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 — Wells Fargo Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 30 total tracked records (+25 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
Gold Hills Partners, L.P.Adviser 7.B Vehicle Private Equity 2025
$1.13B
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ABRY Partners VIAdviser 7.B Vehicle Buyout 2025
$1.06B
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. Realty Partners VAdviser 7.B Vehicle Real Estate 2025
$980.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Escalate Capital IV LPAdviser 7.B Vehicle Private Credit 2024
$931.5M
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
ICG Infrastructure Equity Fund IAdviser 7.B Vehicle Infrastructure 2024
$833.5M
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 — Wells Fargo Advisors

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

Allocation-Policy / Pacing Update

Wells Fargo Advisors (OCIO / Wealth RIA, $191.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $2,489.7M Unallocated Target Bandwidth). SEC Form ADV (801-57434, CRD #11025) verified $191.52B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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

555 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wells Fargo Advisors (30 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 18 Shared Vehicles

Mercer Private Investment Partners (PIP)

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CVC Strategic Opportunities Fund III (2023 Vintage)
Wells Fargo Advisors: $149.8M · SEC Form ADV 7.B
Mercer Private Investment Partners (PIP): $74.0M · SEC Form ADV 7.B

Additional shared vehicles: CalSTRS Lower Mid Market VII (2023 Vintage) · CVI Excelsior Opportunities Fund, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Antietam Conestoga Vance Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CalSTRS Lower Mid Market VII (2023 Vintage)
Wells Fargo Advisors: $121.5M · SEC Form ADV 7.B
Antietam Conestoga Vance Mutual & Casualty Insurance General Account: $77.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CVC Strategic Opportunities Fund III (2023 Vintage) · CVI Excelsior Opportunities Fund, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Champlain Valley Chantilly Remington Mutual & Casualty Insurance General Account

Insurance Company Burlington, VT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CVI Excelsior Opportunities Fund, LP (2023 Vintage)
Wells Fargo Advisors: $91.8M · SEC Form ADV 7.B
Champlain Valley Chantilly Remington Mutual & Casualty Insurance General Account: $48.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CVC Strategic Opportunities Fund III (2023 Vintage) · CalSTRS Lower Mid Market VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+552 Additional Institutional LPs Report Shared Vehicles with Wells Fargo Advisors

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 30 total tracked records for Wells Fargo Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 30 tracked historical disclosure records (+25 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (555 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Wells Fargo Advisors

Buyout LPs →Private Credit LPs →Private Equity LPs →Real Estate LPs →Growth Equity LPs →

Frequently Asked Questions: Wells Fargo Advisors

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

Wells Fargo Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: St. Louis, MO; Headquarters: St. Louis, MO). Across 30 historical disclosure records tracked on Prilago ($7.98B total parsed USD across disclosed rows), the median disclosed amount is $68.0M (range: $15.0M to $1.13B).

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

Wells Fargo Advisors has disclosed records across Buyout, Private Credit, Private Equity, Real Estate, Growth Equity. Open preview records include Gold Hills Partners, L.P. (2025 Vintage), ABRY Partners VI (2025 Vintage), H.I.G. Realty Partners V (2025 Vintage), Escalate Capital IV LP (2024 Vintage).

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

Records for Wells Fargo 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 Wells Fargo Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wells-fargo-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 Wells Fargo Advisors?

In Prilago's bilateral commitment graph, Wells Fargo Advisors shares resolved underlying fund vehicles with 555 institutional LPs across 30 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 Mercer Private Investment Partners (PIP) (18 shared vehicles, e.g. CVC Strategic Opportunities Fund III (2023 Vintage)), Antietam Conestoga Vance Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. CalSTRS Lower Mid Market VII (2023 Vintage)), Champlain Valley Chantilly Remington Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. CVI Excelsior Opportunities Fund, LP (2023 Vintage)).

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