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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Lincroft, NJ

World Investment Advisors

$31.7B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.48B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Venture Capital, Private Credit, 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.48B
Total AUM: $31.7B
Median Disclosed Amount
$98.5M
Range: $15.0M – $198.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — World Investment Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Pantheon Cr Opp IIIAdviser 7.B Vehicle Private Credit 2025
$198.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookdale International Partners LPAdviser 7.B Vehicle Multi-Strategy 2025
$163.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Whitney Global Partners II L.P.Adviser 7.B Vehicle Buyout 2025
$146.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP.Ventures IIAdviser 7.B Vehicle Venture Capital 2024
$186.2M
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
Techstars Ventures 2014 LPAdviser 7.B Vehicle Venture Capital 2024
$146.6M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — World Investment Advisors

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

Allocation-Policy / Pacing Update

World Investment Advisors (OCIO / Wealth RIA, $31.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.2% Actual; $253.6M Unallocated Target Bandwidth). SEC Form ADV (801-96193, CRD #208512) verified $31.70B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-01-16

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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 — World Investment Advisors

516 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as World Investment Advisors (25 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 14 Shared Vehicles

Sands Capital Management

OCIO / Wealth RIA Arlington, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Future / EQT X (2023 Vintage)
World Investment Advisors: $134.5M · SEC Form ADV 7.B
Sands Capital Management: $73.2M · SEC Form ADV 7.B

Additional shared vehicles: EQT Exeter VI (2023 Vintage) · EQT Exeter Logistics Value Fund VI (2023 Vintage)

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

Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account

Insurance Company North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter VI (2023 Vintage)
World Investment Advisors: $89.0M · SEC Form ADV 7.B
Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account: $95.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EQT Future / EQT X (2023 Vintage) · EQT Exeter Logistics Value Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Briarcliff Chippewa Valley Sheffield University Foundation & Endowment Pool

University Endowment New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Logistics Value Fund VI (2023 Vintage)
World Investment Advisors: $82.2M · SEC Form ADV 7.B
Briarcliff Chippewa Valley Sheffield University Foundation & Endowment Pool: $32.8M · IRS Form 990 Sched D

Additional shared vehicles: EQT Future / EQT X (2023 Vintage) · EQT Exeter VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+513 Additional Institutional LPs Report Shared Vehicles with World Investment Advisors

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

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You are viewing 5 open public preview records (out of 26 total tracked records for World Investment Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (516 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 World Investment Advisors

Real Estate LPs →Buyout LPs →Venture Capital LPs →Private Credit LPs →Infrastructure LPs →

Frequently Asked Questions: World Investment Advisors

What type of institutional allocator is World Investment Advisors and what is their typical disclosed ticket size?

World Investment Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Lincroft, NJ). Across 26 historical disclosure records tracked on Prilago ($2.48B total parsed USD across disclosed rows), the median disclosed amount is $98.5M (range: $15.0M to $198.3M).

Which private-market strategies appear in World Investment Advisors's public disclosures?

World Investment Advisors has disclosed records across Real Estate, Buyout, Venture Capital, Private Credit, Infrastructure. Open preview records include Pantheon Cr Opp III (2025 Vintage), Brookdale International Partners LP (2025 Vintage), Whitney Global Partners II L.P. (2025 Vintage), UP.Ventures II (2024 Vintage).

How are World Investment Advisors's historical records substantiated and separated from active searches on Prilago?

Records for World Investment Advisors 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 World Investment Advisors's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside World Investment Advisors?

In Prilago's bilateral commitment graph, World Investment Advisors shares resolved underlying fund vehicles with 516 institutional LPs across 25 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 Sands Capital Management (14 shared vehicles, e.g. EQT Future / EQT X (2023 Vintage)), Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. EQT Exeter VI (2023 Vintage)), Briarcliff Chippewa Valley Sheffield University Foundation & Endowment Pool (11 shared vehicles, e.g. EQT Exeter Logistics Value Fund VI (2023 Vintage)).

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