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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Lake Mary, FL HQ: Lake Mary, FL

Qtr Family Wealth

$0.7B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($62.4M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Secondaries, Multi-Strategy (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$62.4M
Total AUM: $0.7B
Median Disclosed Amount
$4.6M
Range: $2.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
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 — Qtr Family Wealth

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Technology Crossover Ventures XIIAdviser 7.B Vehicle Growth Equity 2025
$5.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Taurus Private Markets Fund IIAdviser 7.B Vehicle Buyout 2025
$3.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arbour Lane Credit Opp IV, LPAdviser 7.B Vehicle Private Credit 2025
$4.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Exeter Logistics Value Fund IIIAdviser 7.B Vehicle Real Estate 2024
$7.5M
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
Silver Point DOF IIAdviser 7.B Vehicle Private Credit 2024
$3.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Qtr Family Wealth

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

Allocation-Policy / Pacing Update

Qtr Family Wealth (Family Office / MFO, $0.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.7% Actual; $2.2M Unallocated Target Bandwidth). SEC Form ADV (801-130687, CRD #331655) verified $0.75B 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 2025-05-18

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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 — Qtr Family Wealth

450 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Qtr Family Wealth (14 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 2 Shared Vehicles

Everest Group General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Arbour Lane Credit Opp IV, LP (2024 Vintage)
Qtr Family Wealth: $4.9M · SEC Form ADV 7.B
Everest Group General Account: $52.5M · SEC EDGAR Filing

Additional shared vehicles: Brevan Howard Alpha Strategies Fund, LP (2024 Vintage)

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

Blue Pool Capital (Tsai / Wu Multi-Family Office)

Family Office / MFO Central, Hong Kong
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Crossover Ventures XII (2024 Vintage)
Qtr Family Wealth: $5.8M · SEC Form ADV 7.B
Blue Pool Capital (Tsai / Wu Multi-Family Office): $120.2M · SEC Form ADV 7.B

Additional shared vehicles: Taurus Private Markets Fund II (2024 Vintage)

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

Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Taurus Private Markets Fund II (2024 Vintage)
Qtr Family Wealth: $3.0M · SEC Form ADV 7.B
Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust: $16.2M · IRS Form 990 Sched D

Additional shared vehicles: Technology Crossover Ventures XII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+447 Additional Institutional LPs Report Shared Vehicles with Qtr Family Wealth

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Qtr Family Wealth

You are viewing 5 open public preview records (out of 14 total tracked records for Qtr Family Wealth) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (450 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 Qtr Family Wealth

Private Credit LPs →Buyout LPs →Real Estate LPs →Secondaries LPs →Multi-Strategy LPs →

Frequently Asked Questions: Qtr Family Wealth

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

Qtr Family Wealth is categorized under Family Office / MFO (Regional Roadshow Hub: Lake Mary, FL; Headquarters: Lake Mary, FL). Across 14 historical disclosure records tracked on Prilago ($62.4M total parsed USD across disclosed rows), the median disclosed amount is $4.6M (range: $2.0M to $7.5M).

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

Qtr Family Wealth has disclosed records across Private Credit, Buyout, Real Estate, Secondaries, Multi-Strategy. Open preview records include Technology Crossover Ventures XII (2025 Vintage), Taurus Private Markets Fund II (2025 Vintage), Arbour Lane Credit Opp IV, LP (2025 Vintage), EQT Exeter Logistics Value Fund III (2024 Vintage).

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

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

General Partners can join the early-access waitlist on https://prilago.com/lp/qtr-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 Qtr Family Wealth?

In Prilago's bilateral commitment graph, Qtr Family Wealth shares resolved underlying fund vehicles with 450 institutional LPs across 14 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 Everest Group General Account (2 shared vehicles, e.g. Arbour Lane Credit Opp IV, LP (2024 Vintage)), Blue Pool Capital (Tsai / Wu Multi-Family Office) (2 shared vehicles, e.g. Technology Crossover Ventures XII (2024 Vintage)), Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (2 shared vehicles, e.g. Taurus Private Markets Fund II (2024 Vintage)).

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