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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Tallahassee, FL HQ: Tallahassee, FL

Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

$19.4B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($1.73B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Growth Equity, Venture Capital (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$1.73B
Total AUM: $19.4B
Median Disclosed Amount
$61.8M
Range: $41.0M – $135.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Wheelock Street Real Estate Fund VII LPAdviser 7.B Vehicle Real Estate 2025
$53.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Credit Dislocation Fund IIIAdviser 7.B Vehicle Private Credit 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
New Mountain Partners VIIAdviser 7.B Vehicle Buyout 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
Silver Lake Partners VIIAdviser 7.B Vehicle Buyout 2025
$58.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Clayton Dubilier & Rice Fund XIIAdviser 7.B Vehicle Buyout 2025
$55.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Apalachicola Front Range Bellingham 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

Apalachicola Front Range Bellingham 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 2025-04-20

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

554 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory (24 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 12 Shared Vehicles

San Marino San Marino Cheyenne Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Capital Direct Lending Fund IX (2023 Vintage)
Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory: $79.2M · SEC Form ADV 7.B
San Marino San Marino Cheyenne Sovereign Strategic Investment Fund: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Cove Capital Fund IV (2023 Vintage) · Crescent Credit Dislocation Fund III (2023 Vintage)

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

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA North Adams, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Cove Capital Fund IV (2023 Vintage)
Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory: $61.8M · SEC Form ADV 7.B
Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory: $40.8M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Capital Direct Lending Fund IX (2023 Vintage) · Crescent Credit Dislocation Fund III (2023 Vintage)

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

Great Smoky Evangeline Carmichael Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Dislocation Fund III (2023 Vintage)
Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory: $50.0M · SEC Form ADV 7.B
Great Smoky Evangeline Carmichael Private Markets Primary & GP Seeder Fund-of-Funds: $47.8M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Capital Direct Lending Fund IX (2023 Vintage) · Crescent Cove Capital Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+551 Additional Institutional LPs Report Shared Vehicles with Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 24 total tracked records for Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (554 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Buyout LPs →Real Estate LPs →Growth Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Tallahassee, FL; Headquarters: Tallahassee, FL). Across 24 historical disclosure records tracked on Prilago ($1.73B total parsed USD across disclosed rows), the median disclosed amount is $61.8M (range: $41.0M to $135.7M).

Which private-market strategies appear in Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Real Estate, Growth Equity, Venture Capital. Open preview records include Wheelock Street Real Estate Fund VII LP (2025 Vintage), Crescent Credit Dislocation Fund III (2025 Vintage), New Mountain Partners VII (2025 Vintage), Silver Lake Partners VII (2025 Vintage).

How are Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Apalachicola Front Range Bellingham 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 Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/apalachicola-front-range-bellingham-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 Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 554 institutional LPs across 24 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 San Marino San Marino Cheyenne Sovereign Strategic Investment Fund (12 shared vehicles, e.g. Crescent Capital Direct Lending Fund IX (2023 Vintage)), Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Crescent Cove Capital Fund IV (2023 Vintage)), Great Smoky Evangeline Carmichael Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Crescent Credit Dislocation Fund III (2023 Vintage)).

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