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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Cleveland, OH

Wellspring Family Office

$1.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($170.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Private Equity, Multi-Strategy (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$170.2M
Total AUM: $1.6B
Median Disclosed Amount
$9.0M
Range: $2.0M – $13.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Wellspring Family Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
FGP PA Redwood Fund LPAdviser 7.B Vehicle Multi-Strategy 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
SV7 Impact Medicine Fund, L.P.Adviser 7.B Vehicle Buyout 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
Bridgepoint Europe VII L.P.Adviser 7.B Vehicle Buyout 2025
$12.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Weathergage Venture Capital IIAdviser 7.B Vehicle Venture Capital 2025
$11.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executive Fund IAdviser 7.B Vehicle Buyout 2024
$10.3M
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 — Wellspring Family Office

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

Allocation-Policy / Pacing Update

Wellspring Family Office (Cleveland, OH) committed $13.1M to SV7 Impact Medicine Fund, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($4.9M allocation gap toward a 23.0% target, advised by Albourne Partners).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wellspring Family Office

602 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wellspring Family Office (21 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 8 Shared Vehicles

Merck & Co. US Pension Plan Trust

Corporate Pension Plan Rahway, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Weathergage Venture Capital II (2025 Vintage)
Wellspring Family Office: $11.5M · SEC Form ADV 7.B
Merck & Co. US Pension Plan Trust: $64.5M · SEC EDGAR Filing

Additional shared vehicles: Cap Meridian Fund I (2023 Vintage) · CapRock Partners Industrial Value-Add Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Antietam Franconia Sheffield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cap Meridian Fund I (2023 Vintage)
Wellspring Family Office: $7.0M · SEC Form ADV 7.B
Antietam Franconia Sheffield Industrial Consolidated Master Retirement Trust: $19.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Canaan Gold Coast L.P. (2023 Vintage) · Camber Creek IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

SVC — Saudi Venture Capital Company (FoF Seeder)

Fund of Funds / Seeder Riyadh, Saudi Arabia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Canaan Gold Coast L.P. (2023 Vintage)
Wellspring Family Office: $4.5M · SEC Form ADV 7.B
SVC — Saudi Venture Capital Company (FoF Seeder): $26.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Cap Meridian Fund I (2023 Vintage) · Camber Creek IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+599 Additional Institutional LPs Report Shared Vehicles with Wellspring Family Office

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

Request Pilot Access to Full Workspace Data for Wellspring Family Office

You are viewing 5 open public preview records (out of 21 total tracked records for Wellspring Family Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (602 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by Wellspring Family Office

Buyout LPs →Venture Capital LPs →Real Estate LPs →Private Equity LPs →Multi-Strategy LPs →

Frequently Asked Questions: Wellspring Family Office

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

Wellspring Family Office is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cleveland, OH). Across 21 historical disclosure records tracked on Prilago ($170.2M total parsed USD across disclosed rows), the median disclosed amount is $9.0M (range: $2.0M to $13.9M).

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

Wellspring Family Office has disclosed records across Buyout, Venture Capital, Real Estate, Private Equity, Multi-Strategy. Open preview records include FGP PA Redwood Fund LP (2025 Vintage), SV7 Impact Medicine Fund, L.P. (2025 Vintage), Bridgepoint Europe VII L.P. (2025 Vintage), Weathergage Venture Capital II (2025 Vintage).

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

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

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

Which institutional LPs report shared underlying fund vehicles alongside Wellspring Family Office?

In Prilago's bilateral commitment graph, Wellspring Family Office shares resolved underlying fund vehicles with 602 institutional LPs across 21 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 Merck & Co. US Pension Plan Trust (8 shared vehicles, e.g. Weathergage Venture Capital II (2025 Vintage)), Antietam Franconia Sheffield Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Cap Meridian Fund I (2023 Vintage)), SVC — Saudi Venture Capital Company (FoF Seeder) (8 shared vehicles, e.g. Canaan Gold Coast L.P. (2023 Vintage)).

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