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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Atlanta, GA

West Paces Advisors, Inc.

$1.0B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($67.4M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Fund of Funds, Real Estate, Co-Investment (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$67.4M
Total AUM: $1.0B
Median Disclosed Amount
$6.1M
Range: $2.0M – $7.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — West Paces Advisors, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Apollo Asia Real Estate Fund, LPAdviser 7.B Vehicle Real Estate 2025
$6.9M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CIP IX-G Strategic Co-Inv Vehicle, LPAdviser 7.B Vehicle Co-Investment 2025
$6.9M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hellman & Freidman Capital Partners XIAdviser 7.B Vehicle Buyout 2025
$6.4M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abbott Capital Management 2025Adviser 7.B Vehicle Fund of Funds 2025
$6.1M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sapphire Emerging Ventures VIIAdviser 7.B Vehicle Venture Capital 2025
$5.4M
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 — West Paces Advisors, Inc.

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

Allocation-Policy / Pacing Update

West Paces Advisors, Inc. (Family Office / MFO, $1.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 19.2% Actual; $8.0M Unallocated Target Bandwidth). SEC Form ADV (801-96230, CRD #175512) verified $1.00B 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 2025-03-07

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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 — West Paces Advisors, Inc.

412 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as West Paces Advisors, Inc. (12 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 2 Shared Vehicles

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Cap Partners IV (2023 Vintage)
West Paces Advisors, Inc.: $5.0M · SEC Form ADV 7.B
South Carolina RSIC: $108K · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blue Owl First Lien II (2023 Vintage)

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

CMERS (Milwaukee City Employees)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Abbott Capital Management 2025 (2025 Vintage)
West Paces Advisors, Inc.: $6.1M · SEC Form ADV 7.B
CMERS (Milwaukee City Employees): $7.0M (Holding / Fair Value) · CAFR / Board Packet (CMERS 4Q25 Executive Summary, p.9)

Additional shared vehicles: Mesirow Financial Private Equity VII (2017 Vintage)

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

W.R. Berkley General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl First Lien II (2023 Vintage)
West Paces Advisors, Inc.: $2.0M · SEC Form ADV 7.B
W.R. Berkley General Account: $20.0M · SEC EDGAR Filing

Additional shared vehicles: Affinity Asia Pacific Fund V (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+409 Additional Institutional LPs Report Shared Vehicles with West Paces Advisors, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for West Paces Advisors, Inc.

You are viewing 5 open public preview records (out of 12 total tracked records for West Paces Advisors, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (412 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 West Paces Advisors, Inc.

Frequently Asked Questions: West Paces Advisors, Inc.

What type of institutional allocator is West Paces Advisors, Inc. and what is their typical disclosed ticket size?

West Paces Advisors, Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Atlanta, GA). Across 12 historical disclosure records tracked on Prilago ($67.4M total parsed USD across disclosed rows), the median disclosed amount is $6.1M (range: $2.0M to $7.3M).

Which private-market strategies appear in West Paces Advisors, Inc.'s public disclosures?

West Paces Advisors, Inc. has disclosed records across Private Credit, Buyout, Fund of Funds, Real Estate, Co-Investment. Open preview records include Apollo Asia Real Estate Fund, LP (2025 Vintage), CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage), Hellman & Freidman Capital Partners XI (2025 Vintage), Abbott Capital Management 2025 (2025 Vintage).

How are West Paces Advisors, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for West Paces Advisors, Inc. 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 West Paces Advisors, Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside West Paces Advisors, Inc.?

In Prilago's bilateral commitment graph, West Paces Advisors, Inc. shares resolved underlying fund vehicles with 412 institutional LPs across 12 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 South Carolina RSIC (2 shared vehicles, e.g. Brookfield Cap Partners IV (2023 Vintage)), CMERS (Milwaukee City Employees) (2 shared vehicles, e.g. Abbott Capital Management 2025 (2025 Vintage)), W.R. Berkley General Account (2 shared vehicles, e.g. Blue Owl First Lien II (2023 Vintage)).

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