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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Philadelphia, PA HQ: Philadelphia, PA

Wescott Financial Advisory Group

$3.2B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($228.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Infrastructure, Multi-Strategy, Real Assets (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$228.2M
Total AUM: $3.2B
Median Disclosed Amount
$13.8M
Range: $4.0M – $18.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Wescott Financial Advisory Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
OrbiMed Royalty Credit Opps VAdviser 7.B Vehicle Private Credit 2025
$17.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sands Life Pulse IIIAdviser 7.B Vehicle Venture Capital 2025
$15.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgewater PA II Pure Alpha IIAdviser 7.B Vehicle Multi-Strategy 2025
$13.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
West Street Real Estate Fund XAdviser 7.B Vehicle Real Estate 2024
$18.7M
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
Two Sigma Spectrum US Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$16.3M
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 — Wescott Financial Advisory Group

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

Allocation-Policy / Pacing Update

Wescott Financial Advisory Group (Family Office / MFO, $3.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 15.2% Actual; $25.5M Unallocated Target Bandwidth). SEC Form ADV (801-29752, CRD #105989) verified $3.18B 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 2025-01-01

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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 — Wescott Financial Advisory Group

472 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wescott Financial Advisory Group (18 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 7 Shared Vehicles

Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Infrastructure Partners V (2023 Vintage)
Wescott Financial Advisory Group: $11.0M · SEC Form ADV 7.B
Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account: $109.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Infrastructure Partners III (2022 Vintage) · Carlyle Realty Partners VIII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Sage Advisory Services Ltd

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Infrastructure Partners III (2022 Vintage)
Wescott Financial Advisory Group: $10.5M · SEC Form ADV 7.B
Sage Advisory Services Ltd: $101.8M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Infrastructure Partners V (2023 Vintage) · Carlyle Realty Partners VIII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Honeywell International Master Retirement Trust

Corporate Pension Plan Charlotte, NC
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Carlyle Realty Partners VIII (2018 Vintage)
Wescott Financial Advisory Group: $15.0M · SEC Form ADV 7.B
Honeywell International Master Retirement Trust: $60.0M · SEC EDGAR Filing

Additional shared vehicles: Carlyle Infrastructure Partners V (2023 Vintage) · Carlyle Infrastructure Partners III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+469 Additional Institutional LPs Report Shared Vehicles with Wescott Financial Advisory Group

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 Wescott Financial Advisory Group

You are viewing 5 open public preview records (out of 18 total tracked records for Wescott Financial Advisory Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (472 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 Wescott Financial Advisory Group

Buyout LPs →Real Estate LPs →Infrastructure LPs →Multi-Strategy LPs →Real Assets LPs →

Frequently Asked Questions: Wescott Financial Advisory Group

What type of institutional allocator is Wescott Financial Advisory Group and what is their typical disclosed ticket size?

Wescott Financial Advisory Group is categorized under Family Office / MFO (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 18 historical disclosure records tracked on Prilago ($228.2M total parsed USD across disclosed rows), the median disclosed amount is $13.8M (range: $4.0M to $18.7M).

Which private-market strategies appear in Wescott Financial Advisory Group's public disclosures?

Wescott Financial Advisory Group has disclosed records across Buyout, Real Estate, Infrastructure, Multi-Strategy, Real Assets. Open preview records include OrbiMed Royalty Credit Opps V (2025 Vintage), Sands Life Pulse III (2025 Vintage), Bridgewater PA II Pure Alpha II (2025 Vintage), West Street Real Estate Fund X (2024 Vintage).

How are Wescott Financial Advisory Group's historical records substantiated and separated from active searches on Prilago?

Records for Wescott Financial Advisory Group 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 Wescott Financial Advisory Group's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Wescott Financial Advisory Group?

In Prilago's bilateral commitment graph, Wescott Financial Advisory Group shares resolved underlying fund vehicles with 472 institutional LPs across 18 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 Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Carlyle Infrastructure Partners V (2023 Vintage)), Sage Advisory Services Ltd (7 shared vehicles, e.g. Carlyle Infrastructure Partners III (2022 Vintage)), Honeywell International Master Retirement Trust (7 shared vehicles, e.g. Carlyle Realty Partners VIII (2018 Vintage)).

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