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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Tocqueville Asset Management

$9.3B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($943.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Infrastructure, Growth 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$943.6M
Total AUM: $9.3B
Median Disclosed Amount
$43.8M
Range: $10.0M – $78.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Tocqueville Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Transwestern Strategic Partners Fund III, LPAdviser 7.B Vehicle Secondaries 2025
$78.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Menlo Ventures XVII, LPAdviser 7.B Vehicle Venture Capital 2025
$74.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pennybacker Critical Infrastructure Partners I, LPAdviser 7.B Vehicle Infrastructure 2025
$65.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Taurus Private Markets Fund IIAdviser 7.B Vehicle Buyout 2024
$68.6M
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
Blackstone Credit Opportunities Fund VAdviser 7.B Vehicle Private Credit 2024
$58.3M
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 — Tocqueville Asset Management

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

Allocation-Policy / Pacing Update

Tocqueville Asset Management (Family Office / MFO, $9.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 22.7% Actual; $28.0M Unallocated Target Bandwidth). SEC Form ADV (801-36209, CRD #105690) verified $9.32B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); 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 2025-03-02

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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 — Tocqueville Asset Management

611 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Tocqueville Asset Management (22 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 10 Shared Vehicles

Hassana Investment Company (GOSI Saudi Pension)

Public Pension Plan Riyadh, Saudi Arabia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thrive Capital Partners VIII Growth LP (2024 Vintage)
Tocqueville Asset Management: $38.8M · SEC Form ADV 7.B
Hassana Investment Company (GOSI Saudi Pension): $99.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Tiger Global PIP XVI LP (2023 Vintage) · Tiger Iron Redwood Fund II LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Pantheon Ventures Global Private Equity & Infrastructure Fund-of-Funds

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tiger Global PIP XVI LP (2023 Vintage)
Tocqueville Asset Management: $64.2M · SEC Form ADV 7.B
Pantheon Ventures Global Private Equity & Infrastructure Fund-of-Funds: $148.8M · SEC Form ADV 7.B

Additional shared vehicles: Thrive Capital Partners VIII Growth LP (2024 Vintage) · Tiger Iron Redwood Fund II LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Estero Bay Hunterdon Kingsley Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tiger Iron Redwood Fund II LP (2023 Vintage)
Tocqueville Asset Management: $43.8M · SEC Form ADV 7.B
Estero Bay Hunterdon Kingsley Private Markets Primary & GP Seeder Fund-of-Funds: $28.0M · SEC Form ADV 7.B

Additional shared vehicles: Thrive Capital Partners VIII Growth LP (2024 Vintage) · Tiger Global PIP XVI LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+608 Additional Institutional LPs Report Shared Vehicles with Tocqueville Asset 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 22 total tracked records for Tocqueville Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (611 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 Tocqueville Asset Management

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

Frequently Asked Questions: Tocqueville Asset Management

What type of institutional allocator is Tocqueville Asset Management and what is their typical disclosed ticket size?

Tocqueville Asset Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 22 historical disclosure records tracked on Prilago ($943.6M total parsed USD across disclosed rows), the median disclosed amount is $43.8M (range: $10.0M to $78.9M).

Which private-market strategies appear in Tocqueville Asset Management's public disclosures?

Tocqueville Asset Management has disclosed records across Buyout, Venture Capital, Private Equity, Infrastructure, Growth Equity. Open preview records include Transwestern Strategic Partners Fund III, LP (2025 Vintage), Menlo Ventures XVII, LP (2025 Vintage), Pennybacker Critical Infrastructure Partners I, LP (2025 Vintage), Taurus Private Markets Fund II (2024 Vintage).

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

Records for Tocqueville Asset 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 Tocqueville Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/tocqueville-asset-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 Tocqueville Asset Management?

In Prilago's bilateral commitment graph, Tocqueville Asset Management shares resolved underlying fund vehicles with 611 institutional LPs across 22 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 Hassana Investment Company (GOSI Saudi Pension) (10 shared vehicles, e.g. Thrive Capital Partners VIII Growth LP (2024 Vintage)), Pantheon Ventures Global Private Equity & Infrastructure Fund-of-Funds (10 shared vehicles, e.g. Tiger Global PIP XVI LP (2023 Vintage)), Estero Bay Hunterdon Kingsley Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Tiger Iron Redwood Fund II LP (2023 Vintage)).

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