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

Rwa Wealth Partners

$19.4B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($61.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Growth Equity, Venture Capital (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
5
5 Open Source Trails Below
Sum of Disclosed Rows
$61.0M
Total AUM: $19.4B
Median Disclosed Amount
$12.5M
Range: $8.0M – $20.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
2 Gatekeepers · 4 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 — Rwa Wealth Partners

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Rwa Wealth Partners (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Blue Owl First Lien Fund IIAdviser 7.B Vehicle Private Credit 2023
$20.0M
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
Audax Private Equity Fund VIIAdviser 7.B Vehicle Buyout 2023
$12.5M
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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2023
$8.0M
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
TA XVAdviser 7.B Vehicle Growth Equity 2023
$8.0M
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
Battery Ventures XIVAdviser 7.B Vehicle Venture Capital 2022
$12.5M
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
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (2), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Rwa Wealth Partners

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

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Rwa Wealth Partners

192 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Rwa Wealth Partners (5 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 4 Shared Vehicles

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl First Lien II (2023 Vintage)
Rwa Wealth Partners: $20.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
South Carolina RSIC: $55.8M · CAFR / Board Packet (2025-annual-report)

Additional shared vehicles: Audax Private Equity VII (2023 Vintage) · TA XV, LP (2023 Vintage)

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

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Audax Private Equity VII (2023 Vintage)
Rwa Wealth Partners: $12.5M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Wisconsin Investment Board (SWIB): $100.0M · CAFR / Board Packet (SWIB 2022 ACFR p.138)

Additional shared vehicles: TA XV, LP (2023 Vintage) · Battery Ventures XIV (2022 Vintage)

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

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TA XV, LP (2023 Vintage)
Rwa Wealth Partners: $8.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Washington State Investment Board: $750.0M · CAFR / Board Packet (ir063025, p.3)

Additional shared vehicles: Audax Private Equity VII (2023 Vintage) · Battery Ventures XIV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+189 Additional Institutional LPs Report Shared Vehicles with Rwa Wealth Partners

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Rwa Wealth Partners

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Rwa Wealth Partners are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (192 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (2) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Rwa Wealth Partners

Private Credit LPs →Buyout LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Rwa Wealth Partners

What type of institutional allocator is Rwa Wealth Partners and what is their typical disclosed ticket size?

Rwa Wealth Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 5 historical disclosure records tracked on Prilago ($61.0M total parsed USD across disclosed rows), the median disclosed amount is $12.5M (range: $8.0M to $20.0M).

Which private-market strategies appear in Rwa Wealth Partners's public disclosures?

Rwa Wealth Partners has disclosed records across Private Credit, Buyout, Growth Equity, Venture Capital. Open preview records include Blue Owl First Lien Fund II (2023 Vintage), Audax Private Equity Fund VII (2023 Vintage), Churchill Middle Market Senior Loan Fund V (2023 Vintage), TA XV (2023 Vintage).

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

Records for Rwa Wealth Partners 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 Rwa Wealth Partners's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Rwa Wealth Partners?

In Prilago's bilateral commitment graph, Rwa Wealth Partners shares resolved underlying fund vehicles with 192 institutional LPs across 5 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 South Carolina RSIC (4 shared vehicles, e.g. Blue Owl First Lien II (2023 Vintage)), Wisconsin Investment Board (SWIB) (3 shared vehicles, e.g. Audax Private Equity VII (2023 Vintage)), Washington State Investment Board (3 shared vehicles, e.g. TA XV, LP (2023 Vintage)).

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