LP Toolkit/LP Maximum Fund Commitment Calculator

LP Maximum Fund Commitment Calculator

For LP underwriting and re-up decisions constrained by a portfolio’s single-fund exposure limit.

For an LP with $4bn of AUM and a 1.5% limit, what is the maximum fund exposure if $42m is already invested?

Fund capacity at a glance

Estimate based on the inputs shown.

Maximum fund exposure

How it is calculated

Maximum fund exposure = total portfolio × maximum single-fund percentage

Remaining capacity is the maximum exposure less current exposure. This does not forecast future NAV changes.

Read the result in context

An institutional LP can convert its portfolio concentration policy into a practical dollar limit for underwriting and re-ups. Current NAV, commitment and NAV-plus-unfunded produce different exposure views and should follow the policy definition.

What exposure basis should I use?

Use the basis specified by the policy limit—often current NAV, commitment or NAV plus unfunded.

Can current exposure exceed the maximum?

If it does, the position is already above the stated limit and this capacity calculator treats the input as infeasible.

Does the maximum change with markets?

Yes. A percentage of current AUM changes when the total portfolio denominator changes.