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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mid-Atlantic / DC Metro HQ: Hagerstown, MD

Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

$19.4B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.81B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Infrastructure, Real Estate, Buyout, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.81B
Total AUM: $19.4B
Median Disclosed Amount
$64.8M
Range: $41.0M – $135.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 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 — Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
Carlyle Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$64.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Partners Infrastructure III LPAdviser 7.B Vehicle Infrastructure 2025
$58.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic Investment Partners 2024Adviser 7.B Vehicle Growth Equity 2025
$50.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oak Hill Advisors Strategic Credit Fund III, L.P.Adviser 7.B Vehicle Private Credit 2025
$135.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund II, L.P.Adviser 7.B Vehicle Private Credit 2025
$123.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

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

Allocation-Policy / Pacing Update

Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $19.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $349.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$157M–$297M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $19.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 (1) 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 — Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

663 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory (25 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 13 Shared Vehicles

Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Credit Opportunities Fund VI (2023 Vintage)
Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory: $98.8M · SEC Form ADV 7.B
Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds: $85.0M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Global Infrastructure Fund III (2023 Vintage) · Carlyle Infrastructure Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Merit Financial Advisors

OCIO / Wealth RIA Alpharetta, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Global Infrastructure Fund III (2023 Vintage)
Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory: $69.2M · SEC Form ADV 7.B
Merit Financial Advisors: $118.5M · SEC Form ADV 7.B

Additional shared vehicles: Carlyle Credit Opportunities Fund VI (2023 Vintage) · Carlyle Infrastructure Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Infrastructure Partners V (2023 Vintage)
Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory: $64.8M · SEC Form ADV 7.B
Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account: $109.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Carlyle Global Infrastructure Fund III (2023 Vintage) · Carlyle Europe Realty Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+660 Additional Institutional LPs Report Shared Vehicles with Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (663 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Hagerstown, MD). Across 25 historical disclosure records tracked on Prilago ($1.81B total parsed USD across disclosed rows), the median disclosed amount is $64.8M (range: $41.0M to $135.7M).

Which private-market strategies appear in Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Infrastructure, Real Estate, Buyout, Growth Equity. Open preview records include Carlyle Infrastructure Partners V (2025 Vintage), Strategic Partners Infrastructure III LP (2025 Vintage), General Atlantic Investment Partners 2024 (2025 Vintage), Oak Hill Advisors Strategic Credit Fund III, L.P. (2025 Vintage).

How are Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory 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 Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/antietam-hill-country-osullivan-institutional-outsourced-cio-and-wealth-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Antietam Hill Country Osullivan Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 663 institutional LPs across 25 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 Chantilly Altamaha Abernathy Private Markets Primary & GP Seeder Fund-of-Funds (13 shared vehicles, e.g. Carlyle Credit Opportunities Fund VI (2023 Vintage)), Merit Financial Advisors (12 shared vehicles, e.g. Carlyle Global Infrastructure Fund III (2023 Vintage)), Great Neck Flint Hills Sterling Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Carlyle Infrastructure Partners V (2023 Vintage)).

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