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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Dallas, TX

Legacy Knight Mfo

$0.9B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($58.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Growth Equity, Venture Capital, Co-Investment (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$58.9M
Total AUM: $0.9B
Median Disclosed Amount
$5.2M
Range: $2.0M – $6.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Legacy Knight Mfo

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
IP XIII CoInvest N, L.P.Adviser 7.B Vehicle Co-Investment 2025
$6.2M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Power Opportunities Fund VIIAdviser 7.B Vehicle Infrastructure 2025
$5.4M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BroadRiver III, LPAdviser 7.B Vehicle Private Equity 2025
$4.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$5.0M
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
Warburg Pincus Capital Corp. XVAdviser 7.B Vehicle Buyout 2024
$5.9M
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 — Legacy Knight Mfo

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

Allocation-Policy / Pacing Update

Legacy Knight Mfo (Family Office / MFO, $0.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $17.0M Unallocated Target Bandwidth). SEC Form ADV (801-121664, CRD #305927) verified $0.94B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); 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 2025-03-22

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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 — Legacy Knight Mfo

415 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Legacy Knight Mfo (12 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 3 Shared Vehicles

Phillips Family Foundation

Private Foundation Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Power Opportunities Fund VII (2025 Vintage)
Legacy Knight Mfo: $5.4M · SEC Form ADV 7.B
Phillips Family Foundation: $2.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Knox Lane Partners Fund II (2024 Vintage) · Lightspeed Venture Partners V (2020 Vintage)

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

New Mexico PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Capital Corp. XV (2025 Vintage)
Legacy Knight Mfo: $5.9M · SEC Form ADV 7.B
New Mexico PERA: $75.0M · CAFR / Board Packet (New Mexico PERA Investment Committee Meeting Minutes, February 2024)

Additional shared vehicles: HPS Core Credit Fund VI (2025 Vintage)

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

Belfast Invest Catoctin Sovereign Strategic Investment Fund

Sovereign Wealth Fund Belfast, Invest
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners V (2020 Vintage)
Legacy Knight Mfo: $5.2M · SEC Form ADV 7.B
Belfast Invest Catoctin Sovereign Strategic Investment Fund: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Warburg Pincus Capital Corp. XV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+412 Additional Institutional LPs Report Shared Vehicles with Legacy Knight Mfo

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Legacy Knight Mfo

You are viewing 5 open public preview records (out of 12 total tracked records for Legacy Knight Mfo) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (415 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 Legacy Knight Mfo

Frequently Asked Questions: Legacy Knight Mfo

What type of institutional allocator is Legacy Knight Mfo and what is their typical disclosed ticket size?

Legacy Knight Mfo is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Dallas, TX). Across 12 historical disclosure records tracked on Prilago ($58.9M total parsed USD across disclosed rows), the median disclosed amount is $5.2M (range: $2.0M to $6.2M).

Which private-market strategies appear in Legacy Knight Mfo's public disclosures?

Legacy Knight Mfo has disclosed records across Buyout, Private Equity, Growth Equity, Venture Capital, Co-Investment. Open preview records include IP XIII CoInvest N, L.P. (2025 Vintage), Oaktree Power Opportunities Fund VII (2025 Vintage), BroadRiver III, LP (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

How are Legacy Knight Mfo's historical records substantiated and separated from active searches on Prilago?

Records for Legacy Knight Mfo 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 Legacy Knight Mfo's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Legacy Knight Mfo?

In Prilago's bilateral commitment graph, Legacy Knight Mfo shares resolved underlying fund vehicles with 415 institutional LPs across 12 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 Phillips Family Foundation (3 shared vehicles, e.g. Oaktree Power Opportunities Fund VII (2025 Vintage)), New Mexico PERA (2 shared vehicles, e.g. Warburg Pincus Capital Corp. XV (2025 Vintage)), Belfast Invest Catoctin Sovereign Strategic Investment Fund (2 shared vehicles, e.g. Lightspeed Venture Partners V (2020 Vintage)).

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