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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Wilmington, DE HQ: Wilmington, DE

Wilmington Trust Investment Advisors, Inc.

$17.8B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.00B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Distressed / Special Situations, Private Equity, Infrastructure (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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.00B
Total AUM: $17.8B
Median Disclosed Amount
$65.2M
Range: $10.0M – $130.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Wilmington Trust Investment Advisors, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
Grain Communications Opportunity Fund IVAdviser 7.B Vehicle Buyout 2025
$113.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP.Labs Fund I, L.P.Adviser 7.B Vehicle Venture Capital 2025
$108.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AEW Senior Housing Investors III, LPAdviser 7.B Vehicle Real Estate 2025
$108.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICON IQ Growth VAdviser 7.B Vehicle Growth Equity 2024
$96.6M
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
DE Shaw Diopter IIAdviser 7.B Vehicle Private Equity 2023
$87.0M
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 — Wilmington Trust Investment Advisors, Inc.

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

Allocation-Policy / Pacing Update

Wilmington Trust Investment Advisors, Inc. (OCIO / Wealth RIA, $17.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.7% Actual; $230.9M Unallocated Target Bandwidth). SEC Form ADV (801-50883, CRD #106909) verified $17.76B discretionary AUM (Item 5.G.(12) External Private Manager Selection); 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 2025-02-14

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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 — Wilmington Trust Investment Advisors, Inc.

698 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wilmington Trust Investment Advisors, Inc. (31 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 17 Shared Vehicles

Contoocook Harbor Springs Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DE Shaw Diopter II (2023 Vintage)
Wilmington Trust Investment Advisors, Inc.: $87.0M · SEC Form ADV 7.B
Contoocook Harbor Springs Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds: $110.5M · SEC Form ADV 7.B

Additional shared vehicles: DRA Master XI (2023 Vintage) · DataTribe III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DRA Master XI (2023 Vintage)
Wilmington Trust Investment Advisors, Inc.: $79.0M · SEC Form ADV 7.B
Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory: $117.0M · SEC Form ADV 7.B

Additional shared vehicles: DE Shaw Diopter II (2023 Vintage) · DRA Growth & Income Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DRA Growth & Income Fund XI (2022 Vintage)
Wilmington Trust Investment Advisors, Inc.: $107.5M · SEC Form ADV 7.B
Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account: $100.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: DE Shaw Diopter II (2023 Vintage) · DRA Master XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+695 Additional Institutional LPs Report Shared Vehicles with Wilmington Trust Investment Advisors, Inc.

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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 31 total tracked records for Wilmington Trust Investment Advisors, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (698 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 Wilmington Trust Investment Advisors, Inc.

Venture Capital LPs →Real Estate LPs →Distressed / Special Situations LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Wilmington Trust Investment Advisors, Inc.

What type of institutional allocator is Wilmington Trust Investment Advisors, Inc. and what is their typical disclosed ticket size?

Wilmington Trust Investment Advisors, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Wilmington, DE; Headquarters: Wilmington, DE). Across 31 historical disclosure records tracked on Prilago ($2.00B total parsed USD across disclosed rows), the median disclosed amount is $65.2M (range: $10.0M to $130.7M).

Which private-market strategies appear in Wilmington Trust Investment Advisors, Inc.'s public disclosures?

Wilmington Trust Investment Advisors, Inc. has disclosed records across Venture Capital, Real Estate, Distressed / Special Situations, Private Equity, Infrastructure. Open preview records include Grain Communications Opportunity Fund IV (2025 Vintage), UP.Labs Fund I, L.P. (2025 Vintage), AEW Senior Housing Investors III, LP (2025 Vintage), ICON IQ Growth V (2024 Vintage).

How are Wilmington Trust Investment Advisors, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Wilmington Trust Investment 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 Wilmington Trust Investment Advisors, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wilmington-trust-investment-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 Wilmington Trust Investment Advisors, Inc.?

In Prilago's bilateral commitment graph, Wilmington Trust Investment Advisors, Inc. shares resolved underlying fund vehicles with 698 institutional LPs across 31 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 Contoocook Harbor Springs Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds (17 shared vehicles, e.g. DE Shaw Diopter II (2023 Vintage)), Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory (14 shared vehicles, e.g. DRA Master XI (2023 Vintage)), Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. DRA Growth & Income Fund XI (2022 Vintage)).

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