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

Wembley Strategic Advisory

$0.4B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($65.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$65.5M
Total AUM: $0.4B
Median Disclosed Amount
$4.1M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Wembley Strategic Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
TSP Value and Income Fund II, LPAdviser 7.B Vehicle Buyout 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed India Partners IAdviser 7.B Vehicle Venture Capital 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sands Life Pulse IIIAdviser 7.B Vehicle Venture Capital 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apax XI USD L.P.Adviser 7.B Vehicle Buyout 2025
$3.5M
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 Capital Partners, VII, L.P.Adviser 7.B Vehicle Buyout 2025
$3.5M
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 — Wembley Strategic Advisory

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

Allocation-Policy / Pacing Update

Wembley Strategic Advisory (Family Office / MFO, $0.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.2% Actual; $11.5M Unallocated Target Bandwidth). SEC Form ADV (801-117508, CRD #305692) verified $0.41B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); 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 2025-04-20

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wembley Strategic Advisory

548 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wembley Strategic Advisory (14 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 3 Shared Vehicles

Doylestown Cohasset Pendleton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Doylestown, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CapVest Equity Partners V (2023 Vintage)
Wembley Strategic Advisory: $5.2M · SEC Form ADV 7.B
Doylestown Cohasset Pendleton Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B

Additional shared vehicles: CapVest Equity Partners IV (2020 Vintage) · Mesirow Financial Private Equity Fund VII-A, L.P. (2018 Vintage)

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

Ventura County Employees' Retirement

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CapVest Equity Partners IV (2020 Vintage)
Wembley Strategic Advisory: $6.0M · SEC Form ADV 7.B
Ventura County Employees' Retirement: $12.7M · CAFR / Board Packet (VCERA-ACFR-2025-Sec, p.49)

Additional shared vehicles: CapVest Equity Partners V (2023 Vintage)

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

Texas ERS

Public Pension Plan Austin, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TSP Value and Income Fund II, LP (2025 Vintage)
Wembley Strategic Advisory: $4.5M · SEC Form ADV 7.B
Texas ERS: $430.9M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Silver Lake VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+545 Additional Institutional LPs Report Shared Vehicles with Wembley Strategic Advisory

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 Wembley Strategic Advisory

You are viewing 5 open public preview records (out of 15 total tracked records for Wembley Strategic Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (548 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Wembley Strategic Advisory

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

Frequently Asked Questions: Wembley Strategic Advisory

What type of institutional allocator is Wembley Strategic Advisory and what is their typical disclosed ticket size?

Wembley Strategic Advisory is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 15 historical disclosure records tracked on Prilago ($65.5M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.5M to $7.5M).

Which private-market strategies appear in Wembley Strategic Advisory's public disclosures?

Wembley Strategic Advisory has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit. Open preview records include TSP Value and Income Fund II, LP (2025 Vintage), Lightspeed India Partners I (2025 Vintage), Sands Life Pulse III (2025 Vintage), Apax XI USD L.P. (2025 Vintage).

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

Records for Wembley Strategic 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 Wembley Strategic Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wembley-strategic-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 Wembley Strategic Advisory?

In Prilago's bilateral commitment graph, Wembley Strategic Advisory shares resolved underlying fund vehicles with 548 institutional LPs across 14 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 Doylestown Cohasset Pendleton Institutional Outsourced CIO & Wealth Advisory (3 shared vehicles, e.g. CapVest Equity Partners V (2023 Vintage)), Ventura County Employees' Retirement (2 shared vehicles, e.g. CapVest Equity Partners IV (2020 Vintage)), Texas ERS (2 shared vehicles, e.g. TSP Value and Income Fund II, LP (2025 Vintage)).

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