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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Independence, OH

Fairway Wealth Management

$1.3B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($125.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Infrastructure, Private Equity, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$125.2M
Total AUM: $1.3B
Median Disclosed Amount
$7.8M
Range: $2.5M – $10.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
2 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 — Fairway Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Thomas H. Lee Partners L.P.Adviser 7.B Vehicle Private Equity 2025
$7.0M
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, L.P.Adviser 7.B Vehicle Buyout 2025
$5.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sterling Group Partners IVAdviser 7.B Vehicle Buyout 2025
$9.9M
Adviser-managed fund GAV · As of December 2025
 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 2024
$6.5M
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
The Veritas Capital Fund IX, L.P.Adviser 7.B Vehicle Buyout 2024
$6.5M
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 — Fairway Wealth Management

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

Allocation-Policy / Pacing Update

Fairway Wealth Management (Family Office / MFO, $1.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 21.2% Actual; $10.4M Unallocated Target Bandwidth). SEC Form ADV (801-119777, CRD #311031) verified $1.30B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 (2) 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 — Fairway Wealth Management

560 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fairway Wealth Management (15 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 4 Shared Vehicles

Bluegrass Brookline Holmberg Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thomas H. Lee Partners LP (2024 Vintage)
Fairway Wealth Management: $7.0M · SEC Form ADV 7.B
Bluegrass Brookline Holmberg Private Markets Primary & GP Seeder Fund-of-Funds: $112.8M · SEC Form ADV 7.B

Additional shared vehicles: Thoma Bravo XV-A SCSp (2024 Vintage) · The Veritas Capital Fund IX, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Valletta Malta Beartooth Sovereign Strategic Investment Fund

Sovereign Wealth Fund Valletta, Malta
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thoma Bravo XV-A SCSp (2024 Vintage)
Fairway Wealth Management: $6.5M · SEC Form ADV 7.B
Valletta Malta Beartooth Sovereign Strategic Investment Fund: $46.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Thomas H. Lee Partners LP (2024 Vintage) · The Veritas Capital Fund IX, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Hillsborough Duxbury Northrop Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
The Veritas Capital Fund IX, L.P. (2024 Vintage)
Fairway Wealth Management: $6.5M · SEC Form ADV 7.B
Hillsborough Duxbury Northrop Institutional Outsourced CIO & Wealth Advisory: $41.8M · SEC Form ADV 7.B

Additional shared vehicles: Thomas H. Lee Partners LP (2024 Vintage) · Thoma Bravo XV-A SCSp (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+557 Additional Institutional LPs Report Shared Vehicles with Fairway Wealth Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Fairway Wealth Management

You are viewing 5 open public preview records (out of 17 total tracked records for Fairway Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (560 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Fairway Wealth Management

Buyout LPs →Real Estate LPs →Infrastructure LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Fairway Wealth Management

What type of institutional allocator is Fairway Wealth Management and what is their typical disclosed ticket size?

Fairway Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Independence, OH). Across 17 historical disclosure records tracked on Prilago ($125.2M total parsed USD across disclosed rows), the median disclosed amount is $7.8M (range: $2.5M to $10.5M).

Which private-market strategies appear in Fairway Wealth Management's public disclosures?

Fairway Wealth Management has disclosed records across Buyout, Real Estate, Infrastructure, Private Equity, Private Credit. Open preview records include Thomas H. Lee Partners L.P. (2025 Vintage), Thoma Bravo XV-A, L.P. (2025 Vintage), Sterling Group Partners IV (2025 Vintage), Thoma Bravo XV-A SCSp (2024 Vintage).

How are Fairway Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Fairway Wealth Management 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 Fairway Wealth Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Fairway Wealth Management?

In Prilago's bilateral commitment graph, Fairway Wealth Management shares resolved underlying fund vehicles with 560 institutional LPs across 15 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 Bluegrass Brookline Holmberg Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Thomas H. Lee Partners LP (2024 Vintage)), Valletta Malta Beartooth Sovereign Strategic Investment Fund (4 shared vehicles, e.g. Thoma Bravo XV-A SCSp (2024 Vintage)), Hillsborough Duxbury Northrop Institutional Outsourced CIO & Wealth Advisory (4 shared vehicles, e.g. The Veritas Capital Fund IX, L.P. (2024 Vintage)).

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