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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Waltham, MA HQ: Waltham, MA

Commonwealth Financial Network

$207.6B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($8.26B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, Infrastructure (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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$8.26B
Total AUM: $207.6B
Median Disclosed Amount
$61.2M
Range: $15.0M – $1.15B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
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 — Commonwealth Financial Network

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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
H&F Executive Fund IAdviser 7.B Vehicle Buyout 2025
$946.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Loomis, Sayles & Co., L.P.Adviser 7.B Vehicle Real Assets 2025
$946.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners Capital Fund VIII, LPAdviser 7.B Vehicle Buyout 2025
$847.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$35.0M
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
Warren Equity Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$847.2M
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 — Commonwealth Financial Network

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

Allocation-Policy / Pacing Update

Commonwealth Financial Network (OCIO / Wealth RIA, $207.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 14.2% Actual; $1,661.1M Unallocated Target Bandwidth). SEC Form ADV (801-41541, CRD #8032) verified $207.63B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-05-03

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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 — Commonwealth Financial Network

643 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Commonwealth Financial Network (31 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 17 Shared Vehicles

Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Baring Asia VIII (2023 Vintage)
Commonwealth Financial Network: $148.0M · SEC Form ADV 7.B
Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust: $44.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Beach Point Opportunities Fund V (2023 Vintage) · Battery Ventures XV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 17 Shared Vehicles

Rockefeller Capital Management

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Beach Point Opportunities Fund V (2023 Vintage)
Commonwealth Financial Network: $124.2M · SEC Form ADV 7.B
Rockefeller Capital Management: $107.8M · SEC Form ADV 7.B

Additional shared vehicles: Baring Asia VIII (2023 Vintage) · Battery Ventures XV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 15 Shared Vehicles

Dorchester Haddonfield Abernathy Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Cambridge, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Battery Ventures XV (2023 Vintage)
Commonwealth Financial Network: $118.2M · SEC Form ADV 7.B
Dorchester Haddonfield Abernathy Private Markets Primary & GP Seeder Fund-of-Funds: $50.0M · SEC Form ADV 7.B

Additional shared vehicles: Baring Asia VIII (2023 Vintage) · Beach Point Opportunities Fund V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+640 Additional Institutional LPs Report Shared Vehicles with Commonwealth Financial Network

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 Commonwealth Financial Network

You are viewing 5 open public preview records (out of 32 total tracked records for Commonwealth Financial Network) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (643 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

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

Strategies Disclosed by Commonwealth Financial Network

Buyout LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Commonwealth Financial Network

What type of institutional allocator is Commonwealth Financial Network and what is their typical disclosed ticket size?

Commonwealth Financial Network is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Waltham, MA; Headquarters: Waltham, MA). Across 32 historical disclosure records tracked on Prilago ($8.26B total parsed USD across disclosed rows), the median disclosed amount is $61.2M (range: $15.0M to $1.15B).

Which private-market strategies appear in Commonwealth Financial Network's public disclosures?

Commonwealth Financial Network has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Infrastructure. Open preview records include H&F Executive Fund I (2025 Vintage), Loomis, Sayles & Co., L.P. (2025 Vintage), American Industrial Partners Capital Fund VIII, LP (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

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

Records for Commonwealth Financial Network 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 Commonwealth Financial Network's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Commonwealth Financial Network?

In Prilago's bilateral commitment graph, Commonwealth Financial Network shares resolved underlying fund vehicles with 643 institutional LPs across 31 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 Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust (17 shared vehicles, e.g. Baring Asia VIII (2023 Vintage)), Rockefeller Capital Management (17 shared vehicles, e.g. Beach Point Opportunities Fund V (2023 Vintage)), Dorchester Haddonfield Abernathy Private Markets Primary & GP Seeder Fund-of-Funds (15 shared vehicles, e.g. Battery Ventures XV (2023 Vintage)).

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