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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Newton Lower Falls, MA HQ: Newton Lower Falls, MA

Fiduciary Wealth Partners

$1.3B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($137.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, 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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$137.2M
Total AUM: $1.3B
Median Disclosed Amount
$8.4M
Range: $2.0M – $11.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 Wealth Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Arlington Capital Partners Fund VIIAdviser 7.B Vehicle Buyout 2025
$11.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oak Hill Capital Partners VIIAdviser 7.B Vehicle Private Credit 2025
$10.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Real Estate Partners V.TE.2, LPAdviser 7.B Vehicle Real Estate 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
Congruent Ventures IIIAdviser 7.B Vehicle Venture Capital 2025
$9.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AEW Senior Housing Investors IV, LPAdviser 7.B Vehicle Real Estate 2025
$8.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fiduciary Wealth Partners

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

Allocation-Policy / Pacing Update

Fiduciary Wealth Partners (Family Office / MFO, $1.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 21.7% Actual; $17.5M Unallocated Target Bandwidth). SEC Form ADV (801-73067, CRD #160696) verified $1.34B 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 2025-03-22

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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 Wealth Partners

617 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fiduciary Wealth Partners (18 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 6 Shared Vehicles

Massachusetts Mutual Life Insurance Company (MassMutual) General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock EM SMA II (2023 Vintage)
Fiduciary Wealth Partners: $6.5M · SEC Form ADV 7.B
Massachusetts Mutual Life Insurance Company (MassMutual) General Account: $150.0M · NAIC Sched BA

Additional shared vehicles: Bernhard Capital Partners Fund III (2023 Vintage) · Black Bay Energy II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Cendana Capital Institutional Seed & Early-Stage Venture Fund-of-Funds

Fund of Funds / Seeder California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bernhard Capital Partners Fund III (2023 Vintage)
Fiduciary Wealth Partners: $5.5M · SEC Form ADV 7.B
Cendana Capital Institutional Seed & Early-Stage Venture Fund-of-Funds: $21.8M · SEC Form ADV 7.B

Additional shared vehicles: Black Bay Energy II (2021 Vintage) · Bertram Growth Capital IV, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Hohokam Chautauqua Carmichael Philanthropic Foundation & Charitable Trust

Private Foundation North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Black Bay Energy II (2021 Vintage)
Fiduciary Wealth Partners: $5.5M · SEC Form ADV 7.B
Hohokam Chautauqua Carmichael Philanthropic Foundation & Charitable Trust: $15.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: BlackRock EM SMA II (2023 Vintage) · Bertram Growth Capital IV, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+614 Additional Institutional LPs Report Shared Vehicles with Fiduciary Wealth Partners

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You are viewing 5 open public preview records (out of 18 total tracked records for Fiduciary Wealth Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (617 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 Wealth Partners

Buyout LPs →Infrastructure LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →

Frequently Asked Questions: Fiduciary Wealth Partners

What type of institutional allocator is Fiduciary Wealth Partners and what is their typical disclosed ticket size?

Fiduciary Wealth Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Newton Lower Falls, MA; Headquarters: Newton Lower Falls, MA). Across 18 historical disclosure records tracked on Prilago ($137.2M total parsed USD across disclosed rows), the median disclosed amount is $8.4M (range: $2.0M to $11.4M).

Which private-market strategies appear in Fiduciary Wealth Partners's public disclosures?

Fiduciary Wealth Partners has disclosed records across Buyout, Infrastructure, Private Credit, Real Estate, Venture Capital. Open preview records include Arlington Capital Partners Fund VII (2025 Vintage), Oak Hill Capital Partners VII (2025 Vintage), Blackstone Real Estate Partners V.TE.2, LP (2025 Vintage), Congruent Ventures III (2025 Vintage).

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

Records for Fiduciary Wealth Partners 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 Wealth Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fiduciary-wealth-partners 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 Wealth Partners?

In Prilago's bilateral commitment graph, Fiduciary Wealth Partners shares resolved underlying fund vehicles with 617 institutional LPs across 18 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 Massachusetts Mutual Life Insurance Company (MassMutual) General Account (6 shared vehicles, e.g. BlackRock EM SMA II (2023 Vintage)), Cendana Capital Institutional Seed & Early-Stage Venture Fund-of-Funds (5 shared vehicles, e.g. Bernhard Capital Partners Fund III (2023 Vintage)), Hohokam Chautauqua Carmichael Philanthropic Foundation & Charitable Trust (5 shared vehicles, e.g. Black Bay Energy II (2021 Vintage)).

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