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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Family Manage

$5.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($431.6M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Real Estate, Growth Equity (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
$431.6M
Total AUM: $5.2B
Median Disclosed Amount
$22.8M
Range: $5.0M – $34.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Family Manage

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
TPG Real Estate Credit Opportunities, LPAdviser 7.B Vehicle Private Credit 2025
$34.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Axxon Brazil Private Equity Fund II B, L.P.Adviser 7.B Vehicle Buyout 2025
$32.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed Venture Partners VIIAdviser 7.B Vehicle Venture Capital 2025
$30.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PIMCO Tactical Opportunistic Credit Fund IIIAdviser 7.B Vehicle Private Credit 2025
$28.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HongShan Capital Expansion Fund I, L.P.Adviser 7.B Vehicle Growth Equity 2025
$28.7M
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 — Family Manage

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

Allocation-Policy / Pacing Update

Family Manage (Family Office / MFO, $5.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.2% Actual; $146.7M Unallocated Target Bandwidth). SEC Form ADV (801-35943, CRD #104951) verified $5.24B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Family Manage

566 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Family Manage (19 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 8 Shared Vehicles

Hilton Head Downers Grove Hawthorne 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)
AG Direct Lending Evergreen Fund LP (2022 Vintage)
Family Manage: $8.0M · SEC Form ADV 7.B
Hilton Head Downers Grove Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds: $90.5M · SEC Form ADV 7.B

Additional shared vehicles: AG Credit Fund II (2021 Vintage) · Ares Special Opportunities Fund IV (2021 Vintage)

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

Bny Mellon Advisors, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)
Family Manage: $22.8M · SEC Form ADV 7.B
Bny Mellon Advisors, Inc.: $95.8M · SEC Form ADV 7.B

Additional shared vehicles: AG Direct Lending Evergreen Fund LP (2022 Vintage) · AG Credit Fund II (2021 Vintage)

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

Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Credit Fund II (2021 Vintage)
Family Manage: $22.2M · SEC Form ADV 7.B
Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Direct Lending Fund IV Annex, L.P. (2022 Vintage) · AG Direct Lending Evergreen Fund LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+563 Additional Institutional LPs Report Shared Vehicles with Family Manage

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

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You are viewing 5 open public preview records (out of 21 total tracked records for Family Manage) 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 (566 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 Family Manage

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

Frequently Asked Questions: Family Manage

What type of institutional allocator is Family Manage and what is their typical disclosed ticket size?

Family Manage is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 21 historical disclosure records tracked on Prilago ($431.6M total parsed USD across disclosed rows), the median disclosed amount is $22.8M (range: $5.0M to $34.7M).

Which private-market strategies appear in Family Manage's public disclosures?

Family Manage has disclosed records across Private Credit, Buyout, Venture Capital, Real Estate, Growth Equity. Open preview records include TPG Real Estate Credit Opportunities, LP (2025 Vintage), Axxon Brazil Private Equity Fund II B, L.P. (2025 Vintage), Lightspeed Venture Partners VII (2025 Vintage), PIMCO Tactical Opportunistic Credit Fund III (2025 Vintage).

How are Family Manage's historical records substantiated and separated from active searches on Prilago?

Records for Family Manage 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 Family Manage's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Family Manage?

In Prilago's bilateral commitment graph, Family Manage shares resolved underlying fund vehicles with 566 institutional LPs across 19 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 Hilton Head Downers Grove Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. AG Direct Lending Evergreen Fund LP (2022 Vintage)), Bny Mellon Advisors, Inc. (7 shared vehicles, e.g. AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)), Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund (7 shared vehicles, e.g. AG Credit Fund II (2021 Vintage)).

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