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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Seattle, WA HQ: Seattle, WA

Greene Wealth Management

$1.4B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($118.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Secondaries, Venture Capital, Real Estate (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$118.3M
Total AUM: $1.4B
Median Disclosed Amount
$8.0M
Range: $2.0M – $10.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Greene Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Brasa RE Fund IIIAdviser 7.B Vehicle Real Estate 2025
$10.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pamlico Capital VIAdviser 7.B Vehicle Buyout 2025
$8.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tenex Capital Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$8.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Capital Credit Opportunities Fund VIIAdviser 7.B Vehicle Private Credit 2024
$10.1M
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
AlpInvest Secondaries Program VIIAdviser 7.B Vehicle Secondaries 2024
$9.4M
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 — Greene Wealth Management

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

Allocation-Policy / Pacing Update

Greene Wealth Management (Family Office / MFO, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 19.7% Actual; $18.1M Unallocated Target Bandwidth). SEC Form ADV (801-64893, CRD #137810) verified $1.39B 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 2025-02-04

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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 — Greene Wealth Management

513 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Greene Wealth Management (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 6 Shared Vehicles

Bridges Investment Management

OCIO / Wealth RIA Omaha, NE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund II (2023 Vintage)
Greene Wealth Management: $4.8M · SEC Form ADV 7.B
Bridges Investment Management: $40.8M · SEC Form ADV 7.B

Additional shared vehicles: Spark Capital VII (2022 Vintage) · Fortress Credit Opportunities Fund VII (2021 Vintage)

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

Ares Landmark Primary & Secondary FoF

Fund of Funds / Seeder Simsbury, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Credit Opportunities Fund VII (2021 Vintage)
Greene Wealth Management: $5.2M · SEC Form ADV 7.B
Ares Landmark Primary & Secondary FoF: $32.8M · SEC Form ADV 7.B

Additional shared vehicles: Fortress Lending Fund II (2023 Vintage) · Fortress Credit Opps Value V (2020 Vintage)

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

Coosa Valley Chesapeake Bay Sinclair Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Credit Opps Value V (2020 Vintage)
Greene Wealth Management: $8.5M · SEC Form ADV 7.B
Coosa Valley Chesapeake Bay Sinclair Mutual & Casualty Insurance General Account: $68.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Fortress Lending Fund II (2023 Vintage) · Fortress Credit Opportunities Fund VII (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+510 Additional Institutional LPs Report Shared Vehicles with Greene Wealth Management

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 17 total tracked records for Greene Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (513 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 Greene Wealth Management

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

Frequently Asked Questions: Greene Wealth Management

What type of institutional allocator is Greene Wealth Management and what is their typical disclosed ticket size?

Greene Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Seattle, WA; Headquarters: Seattle, WA). Across 17 historical disclosure records tracked on Prilago ($118.3M total parsed USD across disclosed rows), the median disclosed amount is $8.0M (range: $2.0M to $10.8M).

Which private-market strategies appear in Greene Wealth Management's public disclosures?

Greene Wealth Management has disclosed records across Buyout, Private Credit, Secondaries, Venture Capital, Real Estate. Open preview records include Brasa RE Fund III (2025 Vintage), Pamlico Capital VI (2025 Vintage), Tenex Capital Partners III, L.P. (2025 Vintage), Crescent Capital Credit Opportunities Fund VII (2024 Vintage).

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

Records for Greene Wealth Management 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 Greene Wealth Management's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Greene Wealth Management?

In Prilago's bilateral commitment graph, Greene Wealth Management shares resolved underlying fund vehicles with 513 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 Bridges Investment Management (6 shared vehicles, e.g. Fortress Lending Fund II (2023 Vintage)), Ares Landmark Primary & Secondary FoF (5 shared vehicles, e.g. Fortress Credit Opportunities Fund VII (2021 Vintage)), Coosa Valley Chesapeake Bay Sinclair Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Fortress Credit Opps Value V (2020 Vintage)).

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