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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Mid-Atlantic / DC Metro HQ: Fredericksburg, VA

Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

$5.4B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($650.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Growth Equity, Secondaries (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$650.0M
Total AUM: $5.4B
Median Disclosed Amount
$22.0M
Range: $13.0M – $53.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 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 — Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
Sycamore Partners IVAdviser 7.B Vehicle Buyout 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Insight Vision Capital II, LPAdviser 7.B Vehicle Private Equity 2025
$35.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
WestCap II Co IVAdviser 7.B Vehicle Private Equity 2025
$18.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Cap Partners IVAdviser 7.B Vehicle Buyout 2025
$17.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Greenoaks Capital Opportunities Fund V LPAdviser 7.B Vehicle Buyout 2025
$16.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

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

Allocation-Policy / Pacing Update

Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform (Family Office / MFO, $5.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 27.0% vs. 25.2% Actual; $97.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 27.0% vs 25.2% actual on $5.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 (1) 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 — Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

465 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform (24 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 12 Shared Vehicles

Ehrenkranz Partners

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LAV Fund VI, L.P. (2021 Vintage)
Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform: $39.8M · SEC Form ADV 7.B
Ehrenkranz Partners: $15.8M · SEC Form ADV 7.B

Additional shared vehicles: LAV Biosciences Fund VI, L.P. (2021 Vintage) · LAV Fund VI Opportunities, L.P. (2021 Vintage)

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

Nomura Investment Management Business Trust

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LAV Biosciences Fund VI, L.P. (2021 Vintage)
Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform: $26.2M · SEC Form ADV 7.B
Nomura Investment Management Business Trust: $25.5M · SEC Form ADV 7.B

Additional shared vehicles: LAV Fund VI, L.P. (2021 Vintage) · LAV Fund VI Opportunities, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Hackensack Caddo Lake Sinclair Multi-Family Office Private Capital Platform

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LAV Fund VI Opportunities, L.P. (2021 Vintage)
Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform: $22.0M · SEC Form ADV 7.B
Hackensack Caddo Lake Sinclair Multi-Family Office Private Capital Platform: $29.8M · SEC Form ADV 7.B

Additional shared vehicles: LAV Fund VI, L.P. (2021 Vintage) · LAV Biosciences Fund VI, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+462 Additional Institutional LPs Report Shared Vehicles with Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 25 total tracked records for Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (465 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

Buyout LPs →Real Estate LPs →Private Equity LPs →Growth Equity LPs →Secondaries LPs →

Frequently Asked Questions: Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform

What type of institutional allocator is Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Fredericksburg, VA). Across 25 historical disclosure records tracked on Prilago ($650.0M total parsed USD across disclosed rows), the median disclosed amount is $22.0M (range: $13.0M to $53.7M).

Which private-market strategies appear in Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform's public disclosures?

Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform has disclosed records across Buyout, Real Estate, Private Equity, Growth Equity, Secondaries. Open preview records include Sycamore Partners IV (2025 Vintage), Insight Vision Capital II, LP (2025 Vintage), WestCap II Co IV (2025 Vintage), Brookfield Cap Partners IV (2025 Vintage).

How are Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform 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 Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fredericksburg-haverhill-livingston-multi-family-office-private-capital-platform or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Fredericksburg Haverhill Livingston Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 465 institutional LPs across 24 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 Ehrenkranz Partners (12 shared vehicles, e.g. LAV Fund VI, L.P. (2021 Vintage)), Nomura Investment Management Business Trust (11 shared vehicles, e.g. LAV Biosciences Fund VI, L.P. (2021 Vintage)), Hackensack Caddo Lake Sinclair Multi-Family Office Private Capital Platform (9 shared vehicles, e.g. LAV Fund VI Opportunities, L.P. (2021 Vintage)).

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