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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Burlington, MA

Rpg Family Wealth Advisory

$0.7B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($51.7M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Infrastructure, 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$51.7M
Total AUM: $0.7B
Median Disclosed Amount
$4.1M
Range: $2.5M – $7.5M
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 — Rpg Family Wealth Advisory

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
Mountaingate Capital Fund IIIAdviser 7.B Vehicle Buyout 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Backcast Credit Opportunities IIAdviser 7.B Vehicle Private Credit 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Five Point Water Management and Sustainable Infrastructure Fund IV, L.P.Adviser 7.B Vehicle Infrastructure 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GTCR Partners XIII/B LPAdviser 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
UP.Labs Fund I, L.P.Adviser 7.B Vehicle Venture Capital 2024
$4.1M
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

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

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

Allocation-Policy / Pacing Update

Rpg Family Wealth Advisory (Family Office / MFO, $0.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $15.8M Unallocated Target Bandwidth). SEC Form ADV (801-72631, CRD #158528) verified $0.69B 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 2025-01-11

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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 (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 — Rpg Family Wealth Advisory

431 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Rpg Family Wealth Advisory (12 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 2 Shared Vehicles

RTX Corporation Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl First Lien II (2023 Vintage)
Rpg Family Wealth Advisory: $2.5M · SEC Form ADV 7.B
RTX Corporation Master Retirement Trust: $35.0M · SEC EDGAR Filing

Additional shared vehicles: AMERRA Agri Fund III (2016 Vintage)

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

Gotham Asset Management

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lone Star Fund XII (2025 Vintage)
Rpg Family Wealth Advisory: $3.9M · SEC Form ADV 7.B
Gotham Asset Management: $106.2M · SEC Form ADV 7.B

Additional shared vehicles: AMERRA Agri Fund III (2016 Vintage)

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

Rockefeller Capital Management

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lone Star Fund XII (2025 Vintage)
Rpg Family Wealth Advisory: $3.9M · SEC Form ADV 7.B
Rockefeller Capital Management: $791.6M · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl First Lien II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+428 Additional Institutional LPs Report Shared Vehicles with Rpg Family Wealth Advisory

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 Rpg Family Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Rpg Family Wealth Advisory) 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 (431 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 Rpg Family Wealth Advisory

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

Frequently Asked Questions: Rpg Family Wealth Advisory

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

Rpg Family Wealth Advisory is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Burlington, MA). Across 12 historical disclosure records tracked on Prilago ($51.7M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.5M to $7.5M).

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

Rpg Family Wealth Advisory has disclosed records across Private Credit, Buyout, Infrastructure, Venture Capital, Real Estate. Open preview records include Mountaingate Capital Fund III (2025 Vintage), Backcast Credit Opportunities II (2025 Vintage), Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage), GTCR Partners XIII/B LP (2024 Vintage).

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

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

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

Which institutional LPs report shared underlying fund vehicles alongside Rpg Family Wealth Advisory?

In Prilago's bilateral commitment graph, Rpg Family Wealth Advisory shares resolved underlying fund vehicles with 431 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 RTX Corporation Master Retirement Trust (2 shared vehicles, e.g. Blue Owl First Lien II (2023 Vintage)), Gotham Asset Management (2 shared vehicles, e.g. Lone Star Fund XII (2025 Vintage)), Rockefeller Capital Management (2 shared vehicles, e.g. Lone Star Fund XII (2025 Vintage)).

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