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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Waltham, MA HQ: Waltham, MA

Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

$2.6B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($235.8M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Infrastructure, Growth Equity (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$235.8M
Total AUM: $2.6B
Median Disclosed Amount
$16.0M
Range: $13.0M – $23.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
1 Gatekeepers · 4 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 — Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
EnCap Energy Transition Fund IIAdviser 7.B Vehicle Infrastructure 2025
$18.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TA Realty Core Property Fund, L.P.Adviser 7.B Vehicle Real Estate 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Basis Big Real Estate Fund IIIAdviser 7.B Vehicle Real Estate 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Macquarie Infrastructure Partners VIAdviser 7.B Vehicle Infrastructure 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Eisler Multi-Strategy Fund, LPAdviser 7.B Vehicle Buyout 2023
$17.8M
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 — Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

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

Allocation-Policy / Pacing Update

Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform (Family Office / MFO, $2.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.0% vs. 23.2% Actual; $50.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 25.0% vs 23.2% actual on $2.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

435 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform (14 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 4 Shared Vehicles

Chestnut Hill Choptank Thornton Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EnCap Energy Transition Fund II (2025 Vintage)
Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform: $18.0M · SEC Form ADV 7.B
Chestnut Hill Choptank Thornton Mutual & Casualty Insurance General Account: $91.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Macquarie Infrastructure Partners VI (2025 Vintage) · New Mountain Partnersd Fund VII (2023 Vintage)

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

Antietam Conestoga Vance Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Macquarie Infrastructure Partners VI (2025 Vintage)
Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform: $14.0M · SEC Form ADV 7.B
Antietam Conestoga Vance Mutual & Casualty Insurance General Account: $65.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EnCap Energy Transition Fund II (2025 Vintage) · Quantum Energy Partners VIII (2023 Vintage)

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

Bennington Escondido Caldwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Quantum Energy Partners VIII (2023 Vintage)
Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform: $17.0M · SEC Form ADV 7.B
Bennington Escondido Caldwell Industrial Consolidated Master Retirement Trust: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EnCap Energy Transition Fund II (2025 Vintage) · Macquarie Infrastructure Partners VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+432 Additional Institutional LPs Report Shared Vehicles with Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

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 Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 14 total tracked records for Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (435 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 Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

Real Estate LPs →Buyout LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform

What type of institutional allocator is Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Waltham, MA; Headquarters: Waltham, MA). Across 14 historical disclosure records tracked on Prilago ($235.8M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $23.9M).

Which private-market strategies appear in Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform's public disclosures?

Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Buyout, Infrastructure, Growth Equity. Open preview records include EnCap Energy Transition Fund II (2025 Vintage), TA Realty Core Property Fund, L.P. (2025 Vintage), Basis Big Real Estate Fund III (2025 Vintage), Macquarie Infrastructure Partners VI (2025 Vintage).

How are Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform 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 Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/charles-river-hohokam-bernstein-multi-family-office-private-capital-platform or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Charles River Hohokam Bernstein Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 435 institutional LPs across 14 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 Chestnut Hill Choptank Thornton Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. EnCap Energy Transition Fund II (2025 Vintage)), Antietam Conestoga Vance Mutual & Casualty Insurance General Account (3 shared vehicles, e.g. Macquarie Infrastructure Partners VI (2025 Vintage)), Bennington Escondido Caldwell Industrial Consolidated Master Retirement Trust (3 shared vehicles, e.g. Quantum Energy Partners VIII (2023 Vintage)).

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