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

Welch & Forbes

$9.7B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($569.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Growth Equity, 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
$569.0M
Total AUM: $9.7B
Median Disclosed Amount
$38.5M
Range: $8.0M – $56.9M
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 — Welch & Forbes

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
Thrive Capital Partners Opportunity Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$53.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners VIAdviser 7.B Vehicle Real Estate 2025
$49.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Capital Partners VII LPAdviser 7.B Vehicle Buyout 2025
$47.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Property Partners Europe VAdviser 7.B Vehicle Real Estate 2025
$42.0M
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 Capital Partners Fund VIIAdviser 7.B Vehicle Buyout 2023
$38.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Welch & Forbes

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

Allocation-Policy / Pacing Update

Welch & Forbes (Family Office / MFO, $9.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.2% Actual; $270.5M Unallocated Target Bandwidth). SEC Form ADV (801-60532, CRD #115119) verified $9.66B 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 2025-01-21

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Welch & Forbes

673 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Welch & Forbes (15 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 3 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Rock Empire Fund (A), LP (2022 Vintage)
Welch & Forbes: $42.0M · SEC Form ADV 7.B
New York State Common Retirement Fund: $300.0M · CAFR / Board Packet (asset-listing-2025, p.163)

Additional shared vehicles: Brookfield Capital Partners V (2019 Vintage) · Brookfield Capital Partners IV, LP (2016 Vintage)

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

Bratislava Slovakia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Capital Partners VII (2022 Vintage)
Welch & Forbes: $38.5M · SEC Form ADV 7.B
Bratislava Slovakia Gaston Sovereign Strategic Investment Fund: $48.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Silver Rock Empire Fund (A), LP (2022 Vintage) · Brookfield Capital Partners V (2019 Vintage)

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

Fort Washington Investment Advisors

OCIO / Wealth RIA Cincinnati, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel-KKR Growth Capital Partners IV (2022 Vintage)
Welch & Forbes: $12.5M · SEC Form ADV 7.B
Fort Washington Investment Advisors: $25.0M · SEC Form ADV 7.B

Additional shared vehicles: Frazier Healthcare Growth Buyout Fund X (2021 Vintage) · H.I.G. Growth Buyouts & Equity Fund III (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+670 Additional Institutional LPs Report Shared Vehicles with Welch & Forbes

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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 Welch & Forbes) 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 (673 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Welch & Forbes

Buyout LPs →Real Estate LPs →Private Credit LPs →Growth Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Welch & Forbes

What type of institutional allocator is Welch & Forbes and what is their typical disclosed ticket size?

Welch & Forbes is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 18 historical disclosure records tracked on Prilago ($569.0M total parsed USD across disclosed rows), the median disclosed amount is $38.5M (range: $8.0M to $56.9M).

Which private-market strategies appear in Welch & Forbes's public disclosures?

Welch & Forbes has disclosed records across Buyout, Real Estate, Private Credit, Growth Equity, Infrastructure. Open preview records include Thrive Capital Partners Opportunity Fund, L.P. (2025 Vintage), TPG Real Estate Partners VI (2025 Vintage), Levine Leichtman Capital Partners VII LP (2025 Vintage), Blackstone Property Partners Europe V (2025 Vintage).

How are Welch & Forbes's historical records substantiated and separated from active searches on Prilago?

Records for Welch & Forbes 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 Welch & Forbes's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Welch & Forbes?

In Prilago's bilateral commitment graph, Welch & Forbes shares resolved underlying fund vehicles with 673 institutional LPs across 15 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 New York State Common Retirement Fund (3 shared vehicles, e.g. Silver Rock Empire Fund (A), LP (2022 Vintage)), Bratislava Slovakia Gaston Sovereign Strategic Investment Fund (3 shared vehicles, e.g. Brookfield Capital Partners VII (2022 Vintage)), Fort Washington Investment Advisors (3 shared vehicles, e.g. Accel-KKR Growth Capital Partners IV (2022 Vintage)).

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