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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Woodbury, NY HQ: Woodbury, NY

Fusion Family Wealth

$1.4B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($119.2M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Credit, Real Estate, Buyout, Energy Transition (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$119.2M
Total AUM: $1.4B
Median Disclosed Amount
$9.0M
Range: $2.0M – $11.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Fusion Family Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Lightspeed Venture Partners VIIIAdviser 7.B Vehicle Venture Capital 2025
$11.0M
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
$8.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Kepe Selling Fund IIAdviser 7.B Vehicle Energy Transition 2025
$8.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Foundry Venture Capital 2010 LPAdviser 7.B Vehicle Venture Capital 2024
$10.3M
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
H&F Executives VIIAdviser 7.B Vehicle Private Equity 2024
$9.1M
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 — Fusion Family Wealth

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

Allocation-Policy / Pacing Update

Fusion Family Wealth (Family Office / MFO, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.7% Actual; $18.5M Unallocated Target Bandwidth). SEC Form ADV (801-78339, CRD #168254) verified $1.43B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-02-09

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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 — Fusion Family Wealth

485 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fusion Family Wealth (15 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 4 Shared Vehicles

BBR Partners

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures VIII (2023 Vintage)
Fusion Family Wealth: $7.5M · SEC Form ADV 7.B
BBR Partners: $25.0M · SEC Form ADV 7.B

Additional shared vehicles: Monroe Capital Private Credit Fund IV (2022 Vintage) · Monroe Capital Private Credit III (2018 Vintage)

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

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Ventures XVI (2023 Vintage)
Fusion Family Wealth: $3.5M · SEC Form ADV 7.B
Colorado PERA: $35.0M · CAFR / Board Packet (Colorado PERA 2022 ACFR p. 165)

Additional shared vehicles: Khosla Ventures VIII (2023 Vintage) · LLR Equity Partners V (2018 Vintage)

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

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Executives VII (2024 Vintage)
Fusion Family Wealth: $9.1M · SEC Form ADV 7.B
New Mexico State Investment Council: $25.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.8)

Additional shared vehicles: Khosla Ventures VIII (2023 Vintage) · Menlo Ventures XVI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+482 Additional Institutional LPs Report Shared Vehicles with Fusion Family Wealth

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

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You are viewing 5 open public preview records (out of 15 total tracked records for Fusion Family Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (485 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 Fusion Family Wealth

Venture Capital LPs →Private Credit LPs →Real Estate LPs →Buyout LPs →Energy Transition LPs →

Frequently Asked Questions: Fusion Family Wealth

What type of institutional allocator is Fusion Family Wealth and what is their typical disclosed ticket size?

Fusion Family Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Woodbury, NY; Headquarters: Woodbury, NY). Across 15 historical disclosure records tracked on Prilago ($119.2M total parsed USD across disclosed rows), the median disclosed amount is $9.0M (range: $2.0M to $11.0M).

Which private-market strategies appear in Fusion Family Wealth's public disclosures?

Fusion Family Wealth has disclosed records across Venture Capital, Private Credit, Real Estate, Buyout, Energy Transition. Open preview records include Lightspeed Venture Partners VIII (2025 Vintage), TPG Real Estate Partners III, LP (2025 Vintage), Kepe Selling Fund II (2025 Vintage), Foundry Venture Capital 2010 LP (2024 Vintage).

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

Records for Fusion Family Wealth 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 Fusion Family Wealth's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Fusion Family Wealth?

In Prilago's bilateral commitment graph, Fusion Family Wealth shares resolved underlying fund vehicles with 485 institutional LPs across 15 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 BBR Partners (4 shared vehicles, e.g. Khosla Ventures VIII (2023 Vintage)), Colorado PERA (3 shared vehicles, e.g. Menlo Ventures XVI (2023 Vintage)), New Mexico State Investment Council (3 shared vehicles, e.g. H&F Executives VII (2024 Vintage)).

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