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

Tfc Financial Management

$1.8B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($178.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Growth Equity, Venture Capital, Private Equity (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$178.2M
Total AUM: $1.8B
Median Disclosed Amount
$11.5M
Range: $2.0M – $15.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Tfc Financial Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Thrive Capital Partners IX Growth, L.P.Adviser 7.B Vehicle Growth Equity 2025
$14.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Meadow Real Estate Fund V LPAdviser 7.B Vehicle Real Estate 2025
$13.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TTCP NMERB SMA Growth, L.P.Adviser 7.B Vehicle Growth Equity 2025
$11.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HPS Garden Private Credit Fund, L.P.Adviser 7.B Vehicle Private Credit 2024
$14.2M
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
Fifth Avenue Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2024
$13.1M
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 — Tfc Financial Management

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

Allocation-Policy / Pacing Update

Tfc Financial Management (Family Office / MFO, $1.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 22.7% Actual; $5.3M Unallocated Target Bandwidth). SEC Form ADV (801-17784, CRD #105062) verified $1.78B 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 2025-01-11

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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 — Tfc Financial Management

465 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Tfc Financial Management (19 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 7 Shared Vehicles

Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Springblue B-III, L.P. (2023 Vintage)
Tfc Financial Management: $11.8M · SEC Form ADV 7.B
Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account: $73.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sprott Private Resource Streaming and Royalty Annex (2023 Vintage) · Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Chippewa Valley Altamaha Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sprott Private Resource Streaming and Royalty Annex (2023 Vintage)
Tfc Financial Management: $3.2M · SEC Form ADV 7.B
Chippewa Valley Altamaha Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds: $99.8M · SEC Form ADV 7.B

Additional shared vehicles: Springblue B-III, L.P. (2023 Vintage) · Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)
Tfc Financial Management: $2.8M · SEC Form ADV 7.B
Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory: $63.8M · SEC Form ADV 7.B

Additional shared vehicles: Springblue B-III, L.P. (2023 Vintage) · Sprott Private Resource Streaming and Royalty Annex (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+462 Additional Institutional LPs Report Shared Vehicles with Tfc Financial Management

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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 19 total tracked records for Tfc Financial Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (465 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 Tfc Financial Management

Buyout LPs →Real Estate LPs →Growth Equity LPs →Venture Capital LPs →Private Equity LPs →

Frequently Asked Questions: Tfc Financial Management

What type of institutional allocator is Tfc Financial Management and what is their typical disclosed ticket size?

Tfc Financial Management is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 19 historical disclosure records tracked on Prilago ($178.2M total parsed USD across disclosed rows), the median disclosed amount is $11.5M (range: $2.0M to $15.1M).

Which private-market strategies appear in Tfc Financial Management's public disclosures?

Tfc Financial Management has disclosed records across Buyout, Real Estate, Growth Equity, Venture Capital, Private Equity. Open preview records include Thrive Capital Partners IX Growth, L.P. (2025 Vintage), Meadow Real Estate Fund V LP (2025 Vintage), TTCP NMERB SMA Growth, L.P. (2025 Vintage), HPS Garden Private Credit Fund, L.P. (2024 Vintage).

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

Records for Tfc Financial 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 Tfc Financial Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/tfc-financial-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 Tfc Financial Management?

In Prilago's bilateral commitment graph, Tfc Financial Management shares resolved underlying fund vehicles with 465 institutional LPs across 19 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 Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Springblue B-III, L.P. (2023 Vintage)), Chippewa Valley Altamaha Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Sprott Private Resource Streaming and Royalty Annex (2023 Vintage)), Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)).

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