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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

Westmount Partners

$5.9B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($461.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Private Credit, 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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$461.4M
Total AUM: $5.9B
Median Disclosed Amount
$16.2M
Range: $4.0M – $39.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Westmount Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Abbott Investors 2025Adviser 7.B Vehicle Private Equity 2025
$39.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Capital Strategic Opps IIIAdviser 7.B Vehicle Buyout 2025
$32.3M
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 & Friedman XIIAdviser 7.B Vehicle Buyout 2025
$28.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fairfield US Multifamily Value-Add Fund IVAdviser 7.B Vehicle Real Estate 2024
$12.5M
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
TPG Angelo Gordon Energy Credit Opportunities Fund IIAdviser 7.B Vehicle Private Credit 2024
$36.7M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Westmount Partners

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

Allocation-Policy / Pacing Update

Westmount Partners (Family Office / MFO, $5.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.2% Actual; $165.3M Unallocated Target Bandwidth). SEC Form ADV (801-72739, CRD #158857) verified $5.90B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Westmount Partners

603 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Westmount Partners (20 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 8 Shared Vehicles

Driehaus Capital Management

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cibus Fund II (2022 Vintage)
Westmount Partners: $31.5M · SEC Form ADV 7.B
Driehaus Capital Management: $77.5M · SEC Form ADV 7.B

Additional shared vehicles: Chicago Pacific Founders III (2022 Vintage) · ChrysCapital IX, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Conrad N. Hilton Foundation

Private Foundation Westlake Village, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Chicago Pacific Founders III (2022 Vintage)
Westmount Partners: $20.5M · SEC Form ADV 7.B
Conrad N. Hilton Foundation: $37.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Cibus Fund II (2022 Vintage) · ChrysCapital IX, L.P. (2022 Vintage)

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

Mfs Institutional Advisors Inc.

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ChrysCapital IX, L.P. (2022 Vintage)
Westmount Partners: $16.2M · SEC Form ADV 7.B
Mfs Institutional Advisors Inc.: $27.2M · SEC Form ADV 7.B

Additional shared vehicles: Cibus Fund II (2022 Vintage) · Chicago Pacific Founders III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+600 Additional Institutional LPs Report Shared Vehicles with Westmount Partners

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 Westmount Partners

You are viewing 5 open public preview records (out of 23 total tracked records for Westmount Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (603 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 Westmount Partners

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

Frequently Asked Questions: Westmount Partners

What type of institutional allocator is Westmount Partners and what is their typical disclosed ticket size?

Westmount Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 23 historical disclosure records tracked on Prilago ($461.4M total parsed USD across disclosed rows), the median disclosed amount is $16.2M (range: $4.0M to $39.1M).

Which private-market strategies appear in Westmount Partners's public disclosures?

Westmount Partners has disclosed records across Buyout, Real Estate, Private Equity, Private Credit, Real Assets. Open preview records include Abbott Investors 2025 (2025 Vintage), CVC Capital Strategic Opps III (2025 Vintage), Hellman & Friedman XII (2025 Vintage), Fairfield US Multifamily Value-Add Fund IV (2024 Vintage).

How are Westmount Partners's historical records substantiated and separated from active searches on Prilago?

Records for Westmount Partners 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 Westmount Partners's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Westmount Partners?

In Prilago's bilateral commitment graph, Westmount Partners shares resolved underlying fund vehicles with 603 institutional LPs across 20 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 Driehaus Capital Management (8 shared vehicles, e.g. Cibus Fund II (2022 Vintage)), Conrad N. Hilton Foundation (8 shared vehicles, e.g. Chicago Pacific Founders III (2022 Vintage)), Mfs Institutional Advisors Inc. (7 shared vehicles, e.g. ChrysCapital IX, L.P. (2022 Vintage)).

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