Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

Chequers Financial Management

$1.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($65.6M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Growth Equity, Real Estate, Private Credit, 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$65.6M
Total AUM: $1.1B
Median Disclosed Amount
$5.8M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Chequers Financial Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Headline Ventures IXAdviser 7.B Vehicle Venture Capital 2025
$6.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hahn & Company IIAdviser 7.B Vehicle Private Equity 2025
$5.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Index Ventures Growth VI, L.P.Adviser 7.B Vehicle Venture Capital 2025
$5.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG VIAdviser 7.B Vehicle Growth Equity 2024
$7.5M
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
PAI Europe VIII, L.P.Adviser 7.B Vehicle Buyout 2024
$6.7M
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 — Chequers Financial Management

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

Allocation-Policy / Pacing Update

Chequers Financial Management (Family Office / MFO, $1.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $32.0M Unallocated Target Bandwidth). SEC Form ADV (801-107158, CRD #175209) verified $1.14B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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 (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chequers Financial Management

542 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chequers Financial Management (12 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 3 Shared Vehicles

Cerity Partners Retirement Plan Consultants

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAI Europe VIII, L.P. (2024 Vintage)
Chequers Financial Management: $6.7M · SEC Form ADV 7.B
Cerity Partners Retirement Plan Consultants: $88.2M · SEC Form ADV 7.B

Additional shared vehicles: Menlo Ventures XVI (2023 Vintage) · Index Ventures Growth VI (2022 Vintage)

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

Barr Foundation

Private Foundation Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Ventures XVI (2023 Vintage)
Chequers Financial Management: $3.5M · SEC Form ADV 7.B
Barr Foundation: $12.5M (Carrying Value (990-PF)) · TY2023 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Additional shared vehicles: PAI Europe VIII, L.P. (2024 Vintage) · Index Ventures Growth VI (2022 Vintage)

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

Cs Mckee

OCIO / Wealth RIA Warrendale, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2022 Vintage)
Chequers Financial Management: $5.6M · SEC Form ADV 7.B
Cs Mckee: $72.9M · SEC Form ADV 7.B

Additional shared vehicles: PAI Europe VIII, L.P. (2024 Vintage) · Menlo Ventures XVI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+539 Additional Institutional LPs Report Shared Vehicles with Chequers Financial Management

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 Chequers Financial Management

You are viewing 5 open public preview records (out of 12 total tracked records for Chequers Financial Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (542 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Chequers Financial Management and our interactive GP workspace.

Strategies Disclosed by Chequers Financial Management

Venture Capital LPs →Growth Equity LPs →Real Estate LPs →Private Credit LPs →Private Equity LPs →

Frequently Asked Questions: Chequers Financial Management

What type of institutional allocator is Chequers Financial Management and what is their typical disclosed ticket size?

Chequers Financial Management is categorized under Family Office / MFO (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 12 historical disclosure records tracked on Prilago ($65.6M total parsed USD across disclosed rows), the median disclosed amount is $5.8M (range: $2.5M to $7.5M).

Which private-market strategies appear in Chequers Financial Management's public disclosures?

Chequers Financial Management has disclosed records across Venture Capital, Growth Equity, Real Estate, Private Credit, Private Equity. Open preview records include Headline Ventures IX (2025 Vintage), Hahn & Company II (2025 Vintage), Index Ventures Growth VI, L.P. (2025 Vintage), PSG VI (2024 Vintage).

How are Chequers Financial Management's historical records substantiated and separated from active searches on Prilago?

Records for Chequers Financial Management 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 Chequers Financial Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Chequers Financial Management?

In Prilago's bilateral commitment graph, Chequers Financial Management shares resolved underlying fund vehicles with 542 institutional LPs across 12 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 Cerity Partners Retirement Plan Consultants (3 shared vehicles, e.g. PAI Europe VIII, L.P. (2024 Vintage)), Barr Foundation (3 shared vehicles, e.g. Menlo Ventures XVI (2023 Vintage)), Cs Mckee (3 shared vehicles, e.g. Index Ventures Growth VI (2022 Vintage)).

Related Family Office / MFO & San Francisco, CA 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)