Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Traverse City, MI HQ: Traverse City, MI

Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform

$5.5B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($583.5M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Distressed / Special Situations, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$583.5M
Total AUM: $5.5B
Median Disclosed Amount
$24.5M
Range: $13.0M – $52.7M
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 — Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform

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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 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
American Industrial Partners Capital Fund VII LPAdviser 7.B Vehicle Buyout 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
KKR Opportunistic Real Estate Credit Fund IIAdviser 7.B Vehicle Private Credit 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
Sixth Street TAO GlobalAdviser 7.B Vehicle Private Credit 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
Flagship Pioneering Fund VIIIAdviser 7.B Vehicle Venture Capital 2023
$43.0M
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 — Charlevoix Hancock Holmberg 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

Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform (Traverse City, MI) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($143.0M allocation gap toward a 26.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-14

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform

563 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform (21 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 9 Shared Vehicles

Mumtalakat (Bahrain Sovereign Holding)

Sovereign Wealth Fund Manama, Bahrain
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Flagship Pioneering Fund VIII (2023 Vintage)
Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform: $43.0M · SEC Form ADV 7.B
Mumtalakat (Bahrain Sovereign Holding): $105.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Forbion Growth Opportunities II (2022 Vintage) · Forerunner Partners VI (2022 Vintage)

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

Housatonic Champlain Valley Chesterfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Forbion Growth Opportunities II (2022 Vintage)
Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform: $37.8M · SEC Form ADV 7.B
Housatonic Champlain Valley Chesterfield Industrial Consolidated Master Retirement Trust: $13.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Flagship Pioneering Fund VIII (2023 Vintage) · Forerunner Partners VI (2022 Vintage)

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

Greenbrier Harriman Fitzgerald Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Lewisburg, WV
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Forerunner Partners VI (2022 Vintage)
Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform: $24.5M · SEC Form ADV 7.B
Greenbrier Harriman Fitzgerald Private Markets Primary & GP Seeder Fund-of-Funds: $144.0M · SEC Form ADV 7.B

Additional shared vehicles: Flagship Pioneering Fund VIII (2023 Vintage) · Forbion Growth Opportunities II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+560 Additional Institutional LPs Report Shared Vehicles with Charlevoix Hancock Holmberg 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.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 21 total tracked records for Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform) 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 (563 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform and our interactive GP workspace.

Strategies Disclosed by Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform

Private Credit LPs →Buyout LPs →Venture Capital LPs →Distressed / Special Situations LPs →Private Equity LPs →

Frequently Asked Questions: Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform

What type of institutional allocator is Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Traverse City, MI; Headquarters: Traverse City, MI). Across 21 historical disclosure records tracked on Prilago ($583.5M total parsed USD across disclosed rows), the median disclosed amount is $24.5M (range: $13.0M to $52.7M).

Which private-market strategies appear in Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform's public disclosures?

Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform has disclosed records across Private Credit, Buyout, Venture Capital, Distressed / Special Situations, Private Equity. Open preview records include Churchill Middle Market Senior Loan Fund V (2025 Vintage), American Industrial Partners Capital Fund VII LP (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2025 Vintage).

How are Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Charlevoix Hancock Holmberg 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 Charlevoix Hancock Holmberg 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/charlevoix-hancock-holmberg-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 Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Charlevoix Hancock Holmberg Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 563 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 Mumtalakat (Bahrain Sovereign Holding) (9 shared vehicles, e.g. Flagship Pioneering Fund VIII (2023 Vintage)), Housatonic Champlain Valley Chesterfield Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Forbion Growth Opportunities II (2022 Vintage)), Greenbrier Harriman Fitzgerald Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Forerunner Partners VI (2022 Vintage)).

Related Family Office / MFO & Traverse City, MI Institutional LPs

Brighton Jones (32)Btg Pactual Asset Management US (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)Rwa Wealth Partners (32)Sequoia Financial Group (32)Silvercrest Asset Management Group (32)Tethys SAS (Bettencourt Meyers Family Office) (32)