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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Norwalk, CT HQ: Norwalk, CT

Commonfund OCIO, Inc.

$23.1B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.08B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Distressed / Special Situations, Infrastructure, Private Credit (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$2.08B
Total AUM: $23.1B
Median Disclosed Amount
$106.7M
Range: $10.0M – $144.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Commonfund OCIO, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Five Point Energy Fund III, L.P.Adviser 7.B Vehicle Infrastructure 2025
$125.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Agriculture Partners IAdviser 7.B Vehicle Private Credit 2025
$119.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JAZZ Human Performance Fund III LPAdviser 7.B Vehicle Venture Capital 2025
$106.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$10.0M
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
Bain Capital Venture Partners XIVAdviser 7.B Vehicle Venture Capital 2023
$79.2M
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 — Commonfund OCIO, Inc.

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

Allocation-Policy / Pacing Update

Commonfund OCIO, Inc. (OCIO / Wealth RIA, $23.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $415.5M Unallocated Target Bandwidth). SEC Form ADV (801-56548, CRD #110689) verified $23.08B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Commonfund OCIO, Inc.

545 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Commonfund OCIO, Inc. (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 11 Shared Vehicles

Dorchester Falmouth Hawthorne Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Venture Partners XIV (2023 Vintage)
Commonfund OCIO, Inc.: $79.2M · SEC Form ADV 7.B
Dorchester Falmouth Hawthorne Mutual & Casualty Insurance General Account: $89.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Venture Fund XIV (2022 Vintage) · Bain Capital Ventures 2022 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Boston Family Office

Family Office / MFO Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Ventures 2022 (2022 Vintage)
Commonfund OCIO, Inc.: $119.8M · SEC Form ADV 7.B
Boston Family Office: $6.2M · SEC Form ADV 7.B

Additional shared vehicles: Balderton Capital VIII (2022 Vintage) · Bain Capital Ventures Select Fund III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Maslow Wealth Advisors

Family Office / MFO Austin, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Venture Fund XIV (2022 Vintage)
Commonfund OCIO, Inc.: $121.8M · SEC Form ADV 7.B
Maslow Wealth Advisors: $7.8M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Venture Partners XIV (2023 Vintage) · Bain Capital Ventures 2022 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+542 Additional Institutional LPs Report Shared Vehicles with Commonfund OCIO, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 24 total tracked records for Commonfund OCIO, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (545 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 Commonfund OCIO, Inc.

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

Frequently Asked Questions: Commonfund OCIO, Inc.

What type of institutional allocator is Commonfund OCIO, Inc. and what is their typical disclosed ticket size?

Commonfund OCIO, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Norwalk, CT; Headquarters: Norwalk, CT). Across 24 historical disclosure records tracked on Prilago ($2.08B total parsed USD across disclosed rows), the median disclosed amount is $106.7M (range: $10.0M to $144.4M).

Which private-market strategies appear in Commonfund OCIO, Inc.'s public disclosures?

Commonfund OCIO, Inc. has disclosed records across Venture Capital, Buyout, Distressed / Special Situations, Infrastructure, Private Credit. Open preview records include Five Point Energy Fund III, L.P. (2025 Vintage), Sixth Street Agriculture Partners I (2025 Vintage), JAZZ Human Performance Fund III LP (2025 Vintage), TrueBridge Capital Partners Fund VIII (2024 Vintage).

How are Commonfund OCIO, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Commonfund OCIO, Inc. 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 Commonfund OCIO, Inc.'s full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Commonfund OCIO, Inc.?

In Prilago's bilateral commitment graph, Commonfund OCIO, Inc. shares resolved underlying fund vehicles with 545 institutional LPs across 24 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 Dorchester Falmouth Hawthorne Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Bain Capital Venture Partners XIV (2023 Vintage)), Boston Family Office (8 shared vehicles, e.g. Bain Capital Ventures 2022 (2022 Vintage)), Maslow Wealth Advisors (8 shared vehicles, e.g. Bain Capital Venture Fund XIV (2022 Vintage)).

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