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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Batavia, NY

Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

$5.4B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($483.9M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Fund of Funds, 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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$483.9M
Total AUM: $5.4B
Median Disclosed Amount
$20.2M
Range: $13.0M – $53.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

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
Gryphon Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arlington Capital Partners VIIAdviser 7.B Vehicle Buyout 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
Rubicon Partners SCSpAdviser 7.B Vehicle Private Equity 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
Starwood Property Fund XIIAdviser 7.B Vehicle Real Estate 2022
$39.5M
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
HarbourVest Partners XIIAdviser 7.B Vehicle Fund of Funds 2022
$13.0M
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 — Genesee Valley Halifax Thornton 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

Genesee Valley Halifax Thornton 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 2025-01-11

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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 — Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

380 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform (17 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 5 Shared Vehicles

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Eau Claire, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Fund XII (2022 Vintage)
Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform: $39.5M · SEC Form ADV 7.B
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $72.8M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Trust Global Fund XII (2021 Vintage) · Starwood Opportunity XII (2021 Vintage)

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

Kaiser Foundation Hospitals & Health Plan Investments

Healthcare / Hospital System California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust Global Fund XII (2021 Vintage)
Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform: $40.5M · SEC Form ADV 7.B
Kaiser Foundation Hospitals & Health Plan Investments: $49.5M · IRS Form 990 Sched D

Additional shared vehicles: Starwood Property Fund XII (2022 Vintage) · Starwood Opportunity XII (2021 Vintage)

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

Tfo Wealth Partners

Family Office / MFO Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Opportunity XII (2021 Vintage)
Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform: $26.5M · SEC Form ADV 7.B
Tfo Wealth Partners: $26.2M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Fund XII (2022 Vintage) · Starwood Property Trust Global Fund XII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+377 Additional Institutional LPs Report Shared Vehicles with Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

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 Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 18 total tracked records for Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform) 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 (380 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 Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

Frequently Asked Questions: Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform

What type of institutional allocator is Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Batavia, NY). Across 18 historical disclosure records tracked on Prilago ($483.9M total parsed USD across disclosed rows), the median disclosed amount is $20.2M (range: $13.0M to $53.7M).

Which private-market strategies appear in Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform's public disclosures?

Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform has disclosed records across Real Estate, Buyout, Private Equity, Fund of Funds, Secondaries. Open preview records include Gryphon Partners VI, L.P. (2025 Vintage), Arlington Capital Partners VII (2025 Vintage), Rubicon Partners SCSp (2025 Vintage), Starwood Property Fund XII (2022 Vintage).

How are Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Genesee Valley Halifax Thornton 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 Genesee Valley Halifax Thornton 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/genesee-valley-halifax-thornton-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 Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Genesee Valley Halifax Thornton Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 380 institutional LPs across 17 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Starwood Property Fund XII (2022 Vintage)), Kaiser Foundation Hospitals & Health Plan Investments (5 shared vehicles, e.g. Starwood Property Trust Global Fund XII (2021 Vintage)), Tfo Wealth Partners (5 shared vehicles, e.g. Starwood Opportunity XII (2021 Vintage)).

Related Family Office / MFO & New York / Tri-State Institutional LPs