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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Milwaukee, WI

Fiduciary Management, Inc.

$11.4B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($617.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Secondaries, Real Estate (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$617.3M
Total AUM: $11.4B
Median Disclosed Amount
$40.2M
Range: $10.0M – $54.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 Management, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Jain Global Onshore Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$47.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Partners Real Estate VII LPAdviser 7.B Vehicle Secondaries 2025
$44.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Innovation Endeavors Fund VAdviser 7.B Vehicle Venture Capital 2025
$44.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$25.0M
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
KKR Global Impact Fund IIIAdviser 7.B Vehicle Buyout 2024
$40.2M
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 — Fiduciary Management, Inc.

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

Allocation-Policy / Pacing Update

Fiduciary Management, Inc. (OCIO / Wealth RIA, $11.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 10.2% Actual; $318.1M Unallocated Target Bandwidth). SEC Form ADV (801-15164, CRD #109149) verified $11.36B discretionary AUM (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 2025-01-16

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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 — Fiduciary Management, Inc.

474 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fiduciary Management, Inc. (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 7 Shared Vehicles

Commonwealth Financial Network

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Battery Ventures XV (2023 Vintage)
Fiduciary Management, Inc.: $42.0M · SEC Form ADV 7.B
Commonwealth Financial Network: $118.2M · SEC Form ADV 7.B

Additional shared vehicles: Base10 Advancement Initiative II (2022 Vintage) · Bay State Partners, L.P. (2022 Vintage)

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

Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Base10 Advancement Initiative II (2022 Vintage)
Fiduciary Management, Inc.: $31.5M · SEC Form ADV 7.B
Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust: $34.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Battery Ventures XV (2023 Vintage) · Bay State Partners, L.P. (2022 Vintage)

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

Rockefeller Capital Management

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bay State Partners, L.P. (2022 Vintage)
Fiduciary Management, Inc.: $18.5M · SEC Form ADV 7.B
Rockefeller Capital Management: $111.8M · SEC Form ADV 7.B

Additional shared vehicles: Battery Ventures XV (2023 Vintage) · Base10 Advancement Initiative II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+471 Additional Institutional LPs Report Shared Vehicles with Fiduciary Management, Inc.

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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 19 total tracked records for Fiduciary Management, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (474 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 Fiduciary Management, Inc.

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

Frequently Asked Questions: Fiduciary Management, Inc.

What type of institutional allocator is Fiduciary Management, Inc. and what is their typical disclosed ticket size?

Fiduciary Management, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Milwaukee, WI). Across 19 historical disclosure records tracked on Prilago ($617.3M total parsed USD across disclosed rows), the median disclosed amount is $40.2M (range: $10.0M to $54.3M).

Which private-market strategies appear in Fiduciary Management, Inc.'s public disclosures?

Fiduciary Management, Inc. has disclosed records across Buyout, Private Equity, Venture Capital, Secondaries, Real Estate. Open preview records include Jain Global Onshore Fund LP (2025 Vintage), Strategic Partners Real Estate VII LP (2025 Vintage), Innovation Endeavors Fund V (2025 Vintage), TrueBridge Capital Partners Fund VIII (2024 Vintage).

How are Fiduciary Management, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Fiduciary Management, Inc. 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 Management, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fiduciary-management-inc 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 Management, Inc.?

In Prilago's bilateral commitment graph, Fiduciary Management, Inc. shares resolved underlying fund vehicles with 474 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 Commonwealth Financial Network (7 shared vehicles, e.g. Battery Ventures XV (2023 Vintage)), Hocking Hills Hillsborough Livingston Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. Base10 Advancement Initiative II (2022 Vintage)), Rockefeller Capital Management (7 shared vehicles, e.g. Bay State Partners, L.P. (2022 Vintage)).

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