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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Rockland, ME HQ: Rockland, ME

Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform

$4.9B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($516.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Real Estate, Venture Capital (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$516.3M
Total AUM: $4.9B
Median Disclosed Amount
$18.0M
Range: $13.0M – $48.6M
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 — Damariscotta Bellflower Montgomery 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
Warburg Pincus Capital Markets IIAdviser 7.B Vehicle Buyout 2025
$24.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Warburg Pincus Capital Solutions IIAdviser 7.B Vehicle Private Credit 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
Frazier Healthcare Growth Buyout Fund XIAdviser 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
TCG Labs Fund I, LPAdviser 7.B Vehicle Venture Capital 2025
$48.6M
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 Europe IIAdviser 7.B Vehicle Growth Equity 2025
$18.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Damariscotta Bellflower Montgomery 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

Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform (Family Office / MFO, $4.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 27.0% vs. 24.8% Actual; $107.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$49M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 27.0% vs 24.8% actual on $4.9B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform

476 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform (20 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 8 Shared Vehicles

Gettysburg Coweta Macallister Mutual & Casualty Insurance General Account

Insurance Company Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Capital Markets II (2023 Vintage)
Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform: $24.8M · SEC Form ADV 7.B
Gettysburg Coweta Macallister Mutual & Casualty Insurance General Account: $59.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Warburg Pincus Capital Solutions I (2022 Vintage) · Warburg Pincus Capital Solutions II (2022 Vintage)

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

Haverhill Farmington Valley Eastwood Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Capital Solutions I (2022 Vintage)
Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform: $40.8M · SEC Form ADV 7.B
Haverhill Farmington Valley Eastwood Mutual & Casualty Insurance General Account: $100.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Warburg Pincus Capital Markets II (2023 Vintage) · Warburg Pincus Capital Solutions II (2022 Vintage)

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

Kuwait Investment Authority (KIA)

Sovereign Wealth Fund Middle East
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Capital Solutions II (2022 Vintage)
Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform: $36.8M · SEC Form ADV 7.B
Kuwait Investment Authority (KIA): $110.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Warburg Pincus Capital Markets II (2023 Vintage) · Warburg Pincus Capital Solutions I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+473 Additional Institutional LPs Report Shared Vehicles with Damariscotta Bellflower Montgomery 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.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 21 total tracked records for Damariscotta Bellflower Montgomery 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 (476 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform

What type of institutional allocator is Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Rockland, ME; Headquarters: Rockland, ME). Across 21 historical disclosure records tracked on Prilago ($516.3M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $48.6M).

Which private-market strategies appear in Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform's public disclosures?

Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform has disclosed records across Buyout, Private Credit, Private Equity, Real Estate, Venture Capital. Open preview records include Warburg Pincus Capital Markets II (2025 Vintage), Warburg Pincus Capital Solutions II (2025 Vintage), Frazier Healthcare Growth Buyout Fund XI (2025 Vintage), TCG Labs Fund I, LP (2025 Vintage).

How are Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Damariscotta Bellflower Montgomery 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 Damariscotta Bellflower Montgomery 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/damariscotta-bellflower-montgomery-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 Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Damariscotta Bellflower Montgomery Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 476 institutional LPs across 20 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 Gettysburg Coweta Macallister Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Warburg Pincus Capital Markets II (2023 Vintage)), Haverhill Farmington Valley Eastwood Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Warburg Pincus Capital Solutions I (2022 Vintage)), Kuwait Investment Authority (KIA) (8 shared vehicles, e.g. Warburg Pincus Capital Solutions II (2022 Vintage)).

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