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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Florida HQ: Boca Raton, FL

Fiduciary Family Office

$0.6B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($54.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Venture Capital, Real Estate, Growth Equity, Distressed / Special Situations (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$54.1M
Total AUM: $0.6B
Median Disclosed Amount
$4.6M
Range: $2.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Fiduciary Family Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Oak Hill Capital Partners VIIAdviser 7.B Vehicle Private Credit 2025
$5.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners III, LPAdviser 7.B Vehicle Real Estate 2025
$5.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
B Capital Coinvest Fund (N2), L.P.Adviser 7.B Vehicle Distressed / Special Situations 2025
$4.6M
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 XVAdviser 7.B Vehicle Venture Capital 2025
$4.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Jaguar Real Estate Partners II LPAdviser 7.B Vehicle Real Estate 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fiduciary Family Office

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

Allocation-Policy / Pacing Update

Fiduciary Family Office (Family Office / MFO, $0.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 22.7% Actual; $1.9M Unallocated Target Bandwidth). SEC Form ADV (801-128229, CRD #326990) verified $0.62B 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 2025-05-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Fiduciary Family Office

478 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fiduciary Family Office (12 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 3 Shared Vehicles

Huntington Ingalls Industries Pension Master Trust

Corporate Pension Plan Newport News, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Asia Fund IV (2023 Vintage)
Fiduciary Family Office: $4.4M · SEC Form ADV 7.B
Huntington Ingalls Industries Pension Master Trust: $23.1M · SEC EDGAR Filing

Additional shared vehicles: Golub Capital Partners 14 (2022 Vintage) · Insight Venture Partners XII, L.P. (2021 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
B Capital Coinvest Fund (N2), L.P. (2024 Vintage)
Fiduciary Family Office: $4.6M · SEC Form ADV 7.B
New York State Common Retirement Fund: $200.0M · CAFR / Board Packet (asset-listing-2025, p.159)

Additional shared vehicles: Insight Partners Onsite Fund III (2022 Vintage)

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

Los Angeles County (LACERA)

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Real Estate Partners III (2025 Vintage)
Fiduciary Family Office: $5.0M · SEC Form ADV 7.B
Los Angeles County (LACERA): $58.8M · CAFR / Board Packet (LACERA Private Markets Holdings Report 2025, p.2)

Additional shared vehicles: Ten Coves Capital II, LP (2017 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+475 Additional Institutional LPs Report Shared Vehicles with Fiduciary Family Office

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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 12 total tracked records for Fiduciary Family Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (478 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Fiduciary Family Office

Private Credit LPs →Venture Capital LPs →Real Estate LPs →Growth Equity LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Fiduciary Family Office

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

Fiduciary Family Office is categorized under Family Office / MFO (Regional Roadshow Hub: Florida; Headquarters: Boca Raton, FL). Across 12 historical disclosure records tracked on Prilago ($54.1M total parsed USD across disclosed rows), the median disclosed amount is $4.6M (range: $2.0M to $7.5M).

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

Fiduciary Family Office has disclosed records across Private Credit, Venture Capital, Real Estate, Growth Equity, Distressed / Special Situations. Open preview records include Oak Hill Capital Partners VII (2025 Vintage), TPG Real Estate Partners III, LP (2025 Vintage), B Capital Coinvest Fund (N2), L.P. (2025 Vintage), Lightspeed Venture Partners XV (2025 Vintage).

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

Records for Fiduciary Family Office 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 Fiduciary Family Office's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Fiduciary Family Office?

In Prilago's bilateral commitment graph, Fiduciary Family Office shares resolved underlying fund vehicles with 478 institutional LPs across 12 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 Huntington Ingalls Industries Pension Master Trust (3 shared vehicles, e.g. Bain Capital Credit Asia Fund IV (2023 Vintage)), New York State Common Retirement Fund (2 shared vehicles, e.g. B Capital Coinvest Fund (N2), L.P. (2024 Vintage)), Los Angeles County (LACERA) (2 shared vehicles, e.g. TPG Real Estate Partners III (2025 Vintage)).

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