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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Chicago, IL

William Blair Investment Management

$65.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.81B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Secondaries, Real Estate, Venture Capital (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.81B
Total AUM: $65.6B
Median Disclosed Amount
$35.0M
Range: $15.0M – $398.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — William Blair Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
GreatPoint Opportunity Fund I, L.P.Adviser 7.B Vehicle Buyout 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Transwestern Strategic Partners Fund III, LPAdviser 7.B Vehicle Secondaries 2025
$398.8M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Real Estate Partners Asia IIAdviser 7.B Vehicle Real Estate 2025
$356.8M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Falfurrias Capital Partners VIAdviser 7.B Vehicle Buyout 2024
$25.0M
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
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$20.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — William Blair Investment Management

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

Allocation-Policy / Pacing Update

William Blair Investment Management (OCIO / Wealth RIA, $65.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.7% Actual; $852.7M Unallocated Target Bandwidth). SEC Form ADV (801-80640, CRD #173961) verified $65.60B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-02-24

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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 — William Blair Investment Management

599 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as William Blair Investment Management (21 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 9 Shared Vehicles

San Marino San Marino Cheyenne Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Solutions VIII (2024 Vintage)
William Blair Investment Management: $143.8M · SEC Form ADV 7.B
San Marino San Marino Cheyenne Sovereign Strategic Investment Fund: $89.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Capital Direct Lending Fund IX (2023 Vintage) · Crescent Credit Dislocation Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Capital Direct Lending Fund IX (2023 Vintage)
William Blair Investment Management: $131.0M · SEC Form ADV 7.B
Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory: $31.2M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Credit Solutions VIII (2024 Vintage) · Crescent Credit Dislocation Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Dislocation Fund III (2023 Vintage)
William Blair Investment Management: $118.8M · SEC Form ADV 7.B
Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory: $50.0M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Credit Solutions VIII (2024 Vintage) · Crescent Capital Direct Lending Fund IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+596 Additional Institutional LPs Report Shared Vehicles with William Blair Investment Management

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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 21 total tracked records for William Blair Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (599 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 William Blair Investment Management

Frequently Asked Questions: William Blair Investment Management

What type of institutional allocator is William Blair Investment Management and what is their typical disclosed ticket size?

William Blair Investment Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Chicago, IL). Across 21 historical disclosure records tracked on Prilago ($1.81B total parsed USD across disclosed rows), the median disclosed amount is $35.0M (range: $15.0M to $398.8M).

Which private-market strategies appear in William Blair Investment Management's public disclosures?

William Blair Investment Management has disclosed records across Private Credit, Buyout, Secondaries, Real Estate, Venture Capital. Open preview records include GreatPoint Opportunity Fund I, L.P. (2025 Vintage), Transwestern Strategic Partners Fund III, LP (2025 Vintage), Blackstone Real Estate Partners Asia II (2025 Vintage), Falfurrias Capital Partners VI (2024 Vintage).

How are William Blair Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for William Blair Investment Management 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 William Blair Investment Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside William Blair Investment Management?

In Prilago's bilateral commitment graph, William Blair Investment Management shares resolved underlying fund vehicles with 599 institutional LPs across 21 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 San Marino San Marino Cheyenne Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Crescent Credit Solutions VIII (2024 Vintage)), Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Crescent Capital Direct Lending Fund IX (2023 Vintage)), Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Crescent Credit Dislocation Fund III (2023 Vintage)).

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