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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Brattleboro, VT

Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform

$3.3B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($426.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$426.6M
Total AUM: $3.3B
Median Disclosed Amount
$18.0M
Range: $13.0M – $32.8M
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 — Deerfield Valley Candlelight Osullivan 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
Heitman Global Real Estate Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$23.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman VP VIAdviser 7.B Vehicle Real Estate 2025
$19.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman Value Partners VIAdviser 7.B Vehicle Real Estate 2025
$16.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman America Real Estate Trust, L.P.Adviser 7.B Vehicle Real Estate 2024
$27.8M
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
Harrison Street Real Estate Core Property Fund, LPAdviser 7.B Vehicle Real Estate 2024
$27.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Deerfield Valley Candlelight Osullivan 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

Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform (Family Office / MFO, $3.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 27.0% vs. 24.0% Actual; $99.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 27.0% vs 24.0% actual on $3.3B 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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform

551 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform (21 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 9 Shared Vehicles

High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman Global Real Estate Fund II, LP (2025 Vintage)
Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform: $23.8M · SEC Form ADV 7.B
High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory: $73.5M · SEC Form ADV 7.B

Additional shared vehicles: Heitman VP VI (2025 Vintage) · Heitman America Real Estate Trust (2024 Vintage)

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

Lincoln Financial Group General Account

Insurance Company Radnor, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman VP VI (2025 Vintage)
Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform: $19.0M · SEC Form ADV 7.B
Lincoln Financial Group General Account: $119.0M · SEC EDGAR Filing

Additional shared vehicles: Heitman Global Real Estate Fund II, LP (2025 Vintage) · Heitman America Real Estate Trust (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

United Capital Financial Advisors

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman America Real Estate Trust (2024 Vintage)
Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform: $27.8M · SEC Form ADV 7.B
United Capital Financial Advisors: $82.2M · SEC Form ADV 7.B

Additional shared vehicles: Heitman Global Real Estate Fund II, LP (2025 Vintage) · Heitman VP VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+548 Additional Institutional LPs Report Shared Vehicles with Deerfield Valley Candlelight Osullivan 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 Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 21 total tracked records for Deerfield Valley Candlelight Osullivan 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 (551 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 Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform

What type of institutional allocator is Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Brattleboro, VT). Across 21 historical disclosure records tracked on Prilago ($426.6M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $32.8M).

Which private-market strategies appear in Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform's public disclosures?

Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Secondaries. Open preview records include Heitman Global Real Estate Fund II, LP (2025 Vintage), Heitman VP VI (2025 Vintage), Heitman Value Partners VI (2025 Vintage), Heitman America Real Estate Trust, L.P. (2024 Vintage).

How are Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Deerfield Valley Candlelight Osullivan 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 Deerfield Valley Candlelight Osullivan 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/deerfield-valley-candlelight-osullivan-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 Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Deerfield Valley Candlelight Osullivan Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 551 institutional LPs across 21 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 High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Heitman Global Real Estate Fund II, LP (2025 Vintage)), Lincoln Financial Group General Account (8 shared vehicles, e.g. Heitman VP VI (2025 Vintage)), United Capital Financial Advisors (7 shared vehicles, e.g. Heitman America Real Estate Trust (2024 Vintage)).

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