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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Vineyard Haven, MA HQ: Vineyard Haven, MA

Edgartown Congaree Worthington Multi-Family Office Private Capital Platform

$2.1B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($220.7M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Distressed / Special Situations, 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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$220.7M
Total AUM: $2.1B
Median Disclosed Amount
$16.0M
Range: $12.8M – $19.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Edgartown Congaree Worthington Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Sixth Street Partners Opportunities Partners VIAdviser 7.B Vehicle Private Credit 2025
$17.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Energy Transition Fund IIAdviser 7.B Vehicle Infrastructure 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
Thoma Bravo XV-A SCSpAdviser 7.B Vehicle Buyout 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Strategic Equity Partners, LPAdviser 7.B Vehicle Distressed / Special Situations 2025
$13.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Taconic Credit Dislocation Fund IV L.P.Adviser 7.B Vehicle Private Credit 2023
$15.4M
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 — Edgartown Congaree Worthington 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

Edgartown Congaree Worthington Multi-Family Office Private Capital Platform (Family Office / MFO, $2.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.5% vs. 22.9% Actual; $54.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 25.5% vs 22.9% actual on $2.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Edgartown Congaree Worthington Multi-Family Office Private Capital Platform

470 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Edgartown Congaree Worthington Multi-Family Office Private Capital Platform (14 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 2 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Partners Opportunities Partners VI (2025 Vintage)
Edgartown Congaree Worthington Multi-Family Office Private Capital Platform: $17.0M · SEC Form ADV 7.B
Washington State Investment Board: $200.0M · CAFR / Board Packet (WSIB Board Meeting Minutes - January 2024)

Additional shared vehicles: Industry Ventures Secondary X (2020 Vintage)

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

STRS Ohio

Public Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thoma Bravo XV-A SCSp (2024 Vintage)
Edgartown Congaree Worthington Multi-Family Office Private Capital Platform: $14.0M · SEC Form ADV 7.B
STRS Ohio: $125.0M · CAFR / Board Packet (STRS Ohio Board Meeting Minutes, August 2022)

Additional shared vehicles: Harvest Partners SCF IV (2021 Vintage)

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

Merced County (MercedCERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Taconic Credit Dislocation Fund IV L.P. (2023 Vintage)
Edgartown Congaree Worthington Multi-Family Office Private Capital Platform: $15.4M · SEC Form ADV 7.B
Merced County (MercedCERA): $8.0M · CAFR / Board Packet (MercedCERA June 2025 Packet, p.50)

Additional shared vehicles: DK LT Distressed Opp Fund IV LP (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+467 Additional Institutional LPs Report Shared Vehicles with Edgartown Congaree Worthington 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 Edgartown Congaree Worthington Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 14 total tracked records for Edgartown Congaree Worthington Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (470 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 Edgartown Congaree Worthington Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Edgartown Congaree Worthington Multi-Family Office Private Capital Platform

What type of institutional allocator is Edgartown Congaree Worthington Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Edgartown Congaree Worthington Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Vineyard Haven, MA; Headquarters: Vineyard Haven, MA). Across 14 historical disclosure records tracked on Prilago ($220.7M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $12.8M to $19.7M).

Which private-market strategies appear in Edgartown Congaree Worthington Multi-Family Office Private Capital Platform's public disclosures?

Edgartown Congaree Worthington Multi-Family Office Private Capital Platform has disclosed records across Private Credit, Buyout, Distressed / Special Situations, Venture Capital, Infrastructure. Open preview records include Sixth Street Partners Opportunities Partners VI (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), Thoma Bravo XV-A SCSp (2025 Vintage), Blue Owl Strategic Equity Partners, LP (2025 Vintage).

How are Edgartown Congaree Worthington Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Edgartown Congaree Worthington 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 Edgartown Congaree Worthington 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/edgartown-congaree-worthington-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 Edgartown Congaree Worthington Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Edgartown Congaree Worthington Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 470 institutional LPs across 14 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 Washington State Investment Board (2 shared vehicles, e.g. Sixth Street Partners Opportunities Partners VI (2025 Vintage)), STRS Ohio (2 shared vehicles, e.g. Thoma Bravo XV-A SCSp (2024 Vintage)), Merced County (MercedCERA) (2 shared vehicles, e.g. Taconic Credit Dislocation Fund IV L.P. (2023 Vintage)).

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