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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Phoenix, AZ HQ: Phoenix, AZ

Tfo Family Office Partners

$5.0B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($341.0M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Venture Capital, Infrastructure (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$341.0M
Total AUM: $5.0B
Median Disclosed Amount
$21.8M
Range: $5.0M – $29.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Tfo Family Office Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Crestline Opp V Opportunistic Credit VAdviser 7.B Vehicle Private Credit 2025
$25.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Frazier Life XIIAdviser 7.B Vehicle Venture Capital 2025
$24.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pantheon Credit Opportunity IIIAdviser 7.B Vehicle Private Credit 2025
$24.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Global Transition Fund IIAdviser 7.B Vehicle Infrastructure 2024
$10.0M
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
Meadow Real Estate Fund VI LPAdviser 7.B Vehicle Real Estate 2024
$21.8M
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 — Tfo Family Office Partners

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

Allocation-Policy / Pacing Update

Tfo Family Office Partners (Family Office / MFO, $5.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 15.2% Actual; $40.1M Unallocated Target Bandwidth). SEC Form ADV (801-72840, CRD #159440) verified $5.01B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 — Tfo Family Office Partners

503 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Tfo Family Office Partners (18 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 6 Shared Vehicles

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

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Capital Global Opportunity Fund XIV (2023 Vintage)
Tfo Family Office Partners: $21.5M · SEC Form ADV 7.B
Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account: $68.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Starwood Capital Group XII (2023 Vintage) · Starwood Capital Group Fund XIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Capital Group XII (2023 Vintage)
Tfo Family Office Partners: $7.5M · SEC Form ADV 7.B
Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust: $18.8M · IRS Form 990 Sched D

Additional shared vehicles: Starwood Capital Global Opportunity Fund XIV (2023 Vintage) · Starwood Capital Group Fund XIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 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)
Starwood Capital Group Fund XIII (2022 Vintage)
Tfo Family Office Partners: $14.8M · SEC Form ADV 7.B
Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory: $82.2M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Capital Global Opportunity Fund XIV (2023 Vintage) · Starwood Capital Group XII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+500 Additional Institutional LPs Report Shared Vehicles with Tfo Family Office Partners

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

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You are viewing 5 open public preview records (out of 18 total tracked records for Tfo Family Office Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (503 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 Tfo Family Office Partners

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

Frequently Asked Questions: Tfo Family Office Partners

What type of institutional allocator is Tfo Family Office Partners and what is their typical disclosed ticket size?

Tfo Family Office Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Phoenix, AZ; Headquarters: Phoenix, AZ). Across 18 historical disclosure records tracked on Prilago ($341.0M total parsed USD across disclosed rows), the median disclosed amount is $21.8M (range: $5.0M to $29.5M).

Which private-market strategies appear in Tfo Family Office Partners's public disclosures?

Tfo Family Office Partners has disclosed records across Real Estate, Private Credit, Buyout, Venture Capital, Infrastructure. Open preview records include Crestline Opp V Opportunistic Credit V (2025 Vintage), Frazier Life XII (2025 Vintage), Pantheon Credit Opportunity III (2025 Vintage), Brookfield Global Transition Fund II (2024 Vintage).

How are Tfo Family Office Partners's historical records substantiated and separated from active searches on Prilago?

Records for Tfo Family Office 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 Tfo Family Office Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/tfo-family-office-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 Tfo Family Office Partners?

In Prilago's bilateral commitment graph, Tfo Family Office Partners shares resolved underlying fund vehicles with 503 institutional LPs across 18 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 (6 shared vehicles, e.g. Starwood Capital Global Opportunity Fund XIV (2023 Vintage)), Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust (6 shared vehicles, e.g. Starwood Capital Group XII (2023 Vintage)), Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Starwood Capital Group Fund XIII (2022 Vintage)).

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