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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Lincoln, MA

Fiduciary Trust International

$7.1B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($700.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Private Equity, Real Estate, Venture Capital (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$700.0M
Total AUM: $7.1B
Median Disclosed Amount
$27.2M
Range: $8.0M – $41.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 Trust International

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Bain Capital Credit Distressed and Special Situations 2020Adviser 7.B Vehicle Private Credit 2025
$41.9M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Realty Fund VAdviser 7.B Vehicle Real Estate 2025
$36.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
DE Shaw Diopter IIAdviser 7.B Vehicle Private Equity 2025
$36.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Capital Partners VII LPAdviser 7.B Vehicle Buyout 2025
$34.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BPE Europe VIIAdviser 7.B Vehicle Private Equity 2025
$34.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fiduciary Trust International

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

Allocation-Policy / Pacing Update

Fiduciary Trust International (Lincoln, MA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($57.0M allocation gap toward a 16.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-19

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Fiduciary Trust International

603 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fiduciary Trust International (27 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 13 Shared Vehicles

Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bear Coast (Ventures) Fund, LP (2023 Vintage)
Fiduciary Trust International: $24.5M · SEC Form ADV 7.B
Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory: $47.5M · SEC Form ADV 7.B

Additional shared vehicles: Benefit Street Partners Senior Secured Opportunities II (2022 Vintage) · Benefit Street Partners Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)
Fiduciary Trust International: $31.2M · SEC Form ADV 7.B
Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust: $65.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Benefit Street Partners Fund VI (2022 Vintage) · Benefit Street Partners Realty Trust V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

MassMutual General Account

Insurance Company Springfield, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bear Coast (CV) Fund, LP (2023 Vintage)
Fiduciary Trust International: $33.5M · SEC Form ADV 7.B
MassMutual General Account: $146.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bear Coast (Ventures) Fund, LP (2023 Vintage) · Beach Point Opportunities Fund V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+600 Additional Institutional LPs Report Shared Vehicles with Fiduciary Trust International

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 Fiduciary Trust International

You are viewing 5 open public preview records (out of 27 total tracked records for Fiduciary Trust International) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (603 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Fiduciary Trust International

Frequently Asked Questions: Fiduciary Trust International

What type of institutional allocator is Fiduciary Trust International and what is their typical disclosed ticket size?

Fiduciary Trust International is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Lincoln, MA). Across 27 historical disclosure records tracked on Prilago ($700.0M total parsed USD across disclosed rows), the median disclosed amount is $27.2M (range: $8.0M to $41.9M).

Which private-market strategies appear in Fiduciary Trust International's public disclosures?

Fiduciary Trust International has disclosed records across Private Credit, Buyout, Private Equity, Real Estate, Venture Capital. Open preview records include Bain Capital Credit Distressed and Special Situations 2020 (2025 Vintage), TPG Angelo Gordon Realty Fund V (2025 Vintage), DE Shaw Diopter II (2025 Vintage), Levine Leichtman Capital Partners VII LP (2025 Vintage).

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

Records for Fiduciary Trust International 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 Trust International's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fiduciary-trust-international 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 Trust International?

In Prilago's bilateral commitment graph, Fiduciary Trust International shares resolved underlying fund vehicles with 603 institutional LPs across 27 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 Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory (13 shared vehicles, e.g. Bear Coast (Ventures) Fund, LP (2023 Vintage)), Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust (12 shared vehicles, e.g. Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)), MassMutual General Account (11 shared vehicles, e.g. Bear Coast (CV) Fund, LP (2023 Vintage)).

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