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

Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform

$2.5B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($321.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit, Private Equity (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$321.4M
Total AUM: $2.5B
Median Disclosed Amount
$15.3M
Range: $13.0M – $23.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Fairfield Multifamily Value Fund IVAdviser 7.B Vehicle Real Estate 2025
$18.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICON IQ Growth VAdviser 7.B Vehicle Growth Equity 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
Khosla Ventures Seed G, LPAdviser 7.B Vehicle Venture Capital 2025
$13.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Taconic Credit Dislocation Fund IV L.P.Adviser 7.B Vehicle Private Credit 2025
$18.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Newport Capital Partners IIIAdviser 7.B Vehicle Real Estate 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 — Great Neck Canandaigua Gallagher 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

Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform (Family Office / MFO, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.5% vs. 23.3% Actual; $55.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 25.5% vs 23.3% actual on $2.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform

422 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform (20 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 8 Shared Vehicles

Holston Coral Gables Breckenridge Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CV Consortio Fund L.P. (2023 Vintage)
Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform: $14.8M · SEC Form ADV 7.B
Holston Coral Gables Breckenridge Industrial Consolidated Master Retirement Trust: $25.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CPPIB Credit Investments III (2022 Vintage) · CRV Select Fund II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Mercer Global Advisors Inc.

Family Office / MFO Denver, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CPPIB Credit Investments III (2022 Vintage)
Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform: $17.8M · SEC Form ADV 7.B
Mercer Global Advisors Inc.: $36.0M · SEC Form ADV 7.B

Additional shared vehicles: CV Consortio Fund L.P. (2023 Vintage) · CRV Select Fund II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Champlain Valley Antietam Vance Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CRV Select Fund II, LP (2022 Vintage)
Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform: $14.5M · SEC Form ADV 7.B
Champlain Valley Antietam Vance Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D

Additional shared vehicles: CV Consortio Fund L.P. (2023 Vintage) · CPPIB Credit Investments III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+419 Additional Institutional LPs Report Shared Vehicles with Great Neck Canandaigua Gallagher 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 Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 20 total tracked records for Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (422 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 Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform

What type of institutional allocator is Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Great Neck, NY). Across 20 historical disclosure records tracked on Prilago ($321.4M total parsed USD across disclosed rows), the median disclosed amount is $15.3M (range: $13.0M to $23.5M).

Which private-market strategies appear in Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform's public disclosures?

Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Private Equity. Open preview records include Fairfield Multifamily Value Fund IV (2025 Vintage), ICON IQ Growth V (2025 Vintage), Khosla Ventures Seed G, LP (2025 Vintage), Taconic Credit Dislocation Fund IV L.P. (2025 Vintage).

How are Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Great Neck Canandaigua Gallagher 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 Great Neck Canandaigua Gallagher 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/great-neck-canandaigua-gallagher-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 Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Great Neck Canandaigua Gallagher Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 422 institutional LPs across 20 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 Holston Coral Gables Breckenridge Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. CV Consortio Fund L.P. (2023 Vintage)), Mercer Global Advisors Inc. (8 shared vehicles, e.g. CPPIB Credit Investments III (2022 Vintage)), Champlain Valley Antietam Vance Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. CRV Select Fund II, LP (2022 Vintage)).

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