Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Maumee, OH

Tfo Wealth Partners

$5.6B Total AUM · Institutional LP profile covering 4 historical fund disclosure records ($28.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 4 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
4
4 Open Source Trails Below
Sum of Disclosed Rows
$28.0M
Total AUM: $5.6B
Median Disclosed Amount
$7.5M
Range: $4.0M – $12.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/4)
2 Gatekeepers · 2 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 Wealth Partners

4 Open Source Trails (No Registration)

Showing all 4 tracked historical disclosure records for Tfo 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
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 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
Dover Street XIAdviser 7.B Vehicle Secondaries 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
Hg Genesis 10Adviser 7.B Vehicle Buyout 2023
$4.0M
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
Linden Capital Partners VAdviser 7.B Vehicle Buyout 2022
$4.0M
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
100% of Indexed Public Disclosure Rows Shown Above (4/4): 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 — Tfo 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

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

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

231 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Tfo Wealth Partners (4 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

NYC Police Pension Fund (PPF)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dover Street XI (2023 Vintage)
Tfo Wealth Partners: $12.5M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
NYC Police Pension Fund (PPF): $74.5M · CAFR / Board Packet (NYC Police 09 09 2026 Investment Meeting Package, p.77)

Additional shared vehicles: Hg Genesis 10 (2022 Vintage)

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

NYC Fire Department Pension Fund (FDPF)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hg Genesis 10 (2022 Vintage)
Tfo Wealth Partners: $4.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
NYC Fire Department Pension Fund (FDPF): $19.4M · CAFR / Board Packet (NYC Fire 03 11 2025 Investment Meeting Package, p.113)

Additional shared vehicles: Dover Street XI (2023 Vintage)

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

NYC Board of Education Retirement System (BERS)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Dover Street XI (2023 Vintage)
Tfo Wealth Partners: $12.5M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
NYC Board of Education Retirement System (BERS): $5.0M · CAFR / Board Packet (Monthly-Performance-Review-Material 06-2026-BERS, p.40)

Additional shared vehicles: Hg Genesis 10 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+228 Additional Institutional LPs Report Shared Vehicles with Tfo Wealth Partners

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Tfo Wealth Partners

You are viewing 4 open public preview records — all 4 currently indexed public disclosure records for Tfo 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 (231 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (2) & Affinity / Attio / HubSpot CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Tfo Wealth Partners and our interactive GP workspace.

Strategies Disclosed by Tfo Wealth Partners

Buyout LPs →Secondaries LPs →

Frequently Asked Questions: Tfo Wealth Partners

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

Tfo Wealth Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Maumee, OH). Across 4 historical disclosure records tracked on Prilago ($28.0M total parsed USD across disclosed rows), the median disclosed amount is $7.5M (range: $4.0M to $12.5M).

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

Tfo Wealth Partners has disclosed records across Buyout, Secondaries. Open preview records include Knox Lane Partners Fund II (2024 Vintage), Dover Street XI (2023 Vintage), Hg Genesis 10 (2023 Vintage), Linden Capital Partners V (2022 Vintage).

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

Records for Tfo Wealth Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 4 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 Wealth Partners's full commitment history and contacts?

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

In Prilago's bilateral commitment graph, Tfo Wealth Partners shares resolved underlying fund vehicles with 231 institutional LPs across 4 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 NYC Police Pension Fund (PPF) (2 shared vehicles, e.g. Dover Street XI (2023 Vintage)), NYC Fire Department Pension Fund (FDPF) (2 shared vehicles, e.g. Hg Genesis 10 (2022 Vintage)), NYC Board of Education Retirement System (BERS) (2 shared vehicles, e.g. Dover Street XI (2023 Vintage)).

Related Family Office / MFO & Ohio / Indiana Institutional LPs

Ohio OPERS (373)Indiana INPRS (358)Ohio School Employees (SERS) (357)STRS Ohio (346)Ohio Police & Fire (33)Hall Capital Partners (22)CRS-OH (Cincinnati Retirement System) (19)Abele Family Foundation (12)Addicus Advisory, LLC (12)Aegis Capital Corp. (12)