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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: York, PA HQ: York, PA

Collective Family Office

$0.5B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($66.2M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Growth Equity, Private Credit, Secondaries (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$66.2M
Total AUM: $0.5B
Median Disclosed Amount
$4.1M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
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 — Collective Family Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
J2 Ventures Argonne Fund, L.P.Adviser 7.B Vehicle Venture Capital 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Alta Partners NextGen Fund II LPAdviser 7.B Vehicle Venture Capital 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman Global Real Estate Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Providence Strategic Growth IIAdviser 7.B Vehicle Growth Equity 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
True Ventures IV LPAdviser 7.B Vehicle Venture Capital 2024
$3.9M
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 — Collective Family Office

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

Allocation-Policy / Pacing Update

Collective Family Office (York, PA) committed $4.5M to J2 Ventures Argonne Fund, L.P. (Venture Capital sleeve) under its 2025 private markets pacing program ($1.6M allocation gap toward a 17.0% target, advised by FEG Investment Advisors).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-20

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Collective Family Office

496 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Collective Family Office (15 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

Gotham Asset Management

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Europe Realty Fund IV (2025 Vintage)
Collective Family Office: $4.8M · SEC Form ADV 7.B
Gotham Asset Management: $44.5M · SEC Form ADV 7.B

Additional shared vehicles: Mainsail Partners VI (2022 Vintage) · AG Europe Realty Fund III (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Hilton Head Fenwick Chesterfield Mutual & Casualty Insurance General Account

Insurance Company Hilton Head Island, SC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newlight Senior Credit Opportunities Fund V (2020 Vintage)
Collective Family Office: $4.5M · SEC Form ADV 7.B
Hilton Head Fenwick Chesterfield Mutual & Casualty Insurance General Account: $87.1M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Europe Realty Fund IV (2025 Vintage) · AG Europe Realty Fund III (2019 Vintage)

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

Pennsylvania Public School Employees' Retirement System

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
AG Europe Realty Fund III (2019 Vintage)
Collective Family Office: $2.8M · SEC Form ADV 7.B
Pennsylvania Public School Employees' Retirement System: $100.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Europe Realty Fund IV (2025 Vintage) · AG Realty Value Fund X (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+493 Additional Institutional LPs Report Shared Vehicles with Collective Family Office

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 Collective Family Office

You are viewing 5 open public preview records (out of 16 total tracked records for Collective Family Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (496 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Enter your firm email to request pilot onboarding for Collective Family Office and our interactive GP workspace.

Strategies Disclosed by Collective Family Office

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

Frequently Asked Questions: Collective Family Office

What type of institutional allocator is Collective Family Office and what is their typical disclosed ticket size?

Collective Family Office is categorized under Family Office / MFO (Regional Roadshow Hub: York, PA; Headquarters: York, PA). Across 16 historical disclosure records tracked on Prilago ($66.2M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.5M to $7.5M).

Which private-market strategies appear in Collective Family Office's public disclosures?

Collective Family Office has disclosed records across Real Estate, Venture Capital, Growth Equity, Private Credit, Secondaries. Open preview records include J2 Ventures Argonne Fund, L.P. (2025 Vintage), Alta Partners NextGen Fund II LP (2025 Vintage), Heitman Global Real Estate Fund II, LP (2025 Vintage), Providence Strategic Growth II (2025 Vintage).

How are Collective Family Office's historical records substantiated and separated from active searches on Prilago?

Records for Collective Family Office 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 Collective Family Office's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Collective Family Office?

In Prilago's bilateral commitment graph, Collective Family Office shares resolved underlying fund vehicles with 496 institutional LPs across 15 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 Gotham Asset Management (4 shared vehicles, e.g. AG Europe Realty Fund IV (2025 Vintage)), Hilton Head Fenwick Chesterfield Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. Newlight Senior Credit Opportunities Fund V (2020 Vintage)), Pennsylvania Public School Employees' Retirement System (3 shared vehicles, e.g. AG Europe Realty Fund III (2019 Vintage)).

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