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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Presque Isle, ME HQ: Presque Isle, ME

Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

$13.8B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.11B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Credit, Private 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.11B
Total AUM: $13.8B
Median Disclosed Amount
$48.0M
Range: $29.0M – $96.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
1 Gatekeepers · 4 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 — Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

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
Gemspring Capital IIIAdviser 7.B Vehicle Private Equity 2025
$70.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GenNx360 Capital Partners IVAdviser 7.B Vehicle Buyout 2025
$61.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2025
$34.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Gauge Capital IVAdviser 7.B Vehicle Buyout 2023
$62.2M
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
HIG Bayside Debt & LBO Fund VIAdviser 7.B Vehicle Private Credit 2023
$62.9M
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 — Aroostook Carmel Valley Fitzgerald 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

Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $13.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.4% Actual; $358.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$161M–$305M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.4% actual on $13.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

526 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory (21 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

Chautauqua Adirondack Stanfield Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wynnchurch Capital Partners VI (2024 Vintage)
Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $34.0M · SEC Form ADV 7.B
Chautauqua Adirondack Stanfield Mutual & Casualty Insurance General Account: $55.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Gemspring Capital III (2023 Vintage) · HIG Bayside Debt & LBO Fund VI (2023 Vintage)

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

Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool

Healthcare / Hospital System Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Gemspring Capital III (2023 Vintage)
Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $70.8M · SEC Form ADV 7.B
Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool: $50.0M · IRS Form 990 Sched D

Additional shared vehicles: Gauge Capital IV (2023 Vintage) · GenNx360 Capital Partners IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Muzinich & Co., Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Gauge Capital IV (2023 Vintage)
Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $62.2M · SEC Form ADV 7.B
Muzinich & Co., Inc.: $70.5M · SEC Form ADV 7.B

Additional shared vehicles: Gemspring Capital III (2023 Vintage) · GenNx360 Capital Partners IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+523 Additional Institutional LPs Report Shared Vehicles with Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory) 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 (526 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 Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Growth Equity LPs →Private Credit LPs →Private Equity LPs →

Frequently Asked Questions: Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Presque Isle, ME; Headquarters: Presque Isle, ME). Across 21 historical disclosure records tracked on Prilago ($1.11B total parsed USD across disclosed rows), the median disclosed amount is $48.0M (range: $29.0M to $96.5M).

Which private-market strategies appear in Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Growth Equity, Private Credit, Private Equity. Open preview records include Gemspring Capital III (2025 Vintage), GenNx360 Capital Partners IV (2025 Vintage), Wynnchurch Capital Partners VI (2025 Vintage), Gauge Capital IV (2023 Vintage).

How are Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Aroostook Carmel Valley Fitzgerald 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 Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/aroostook-carmel-valley-fitzgerald-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 Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Aroostook Carmel Valley Fitzgerald Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 526 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 Chautauqua Adirondack Stanfield Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. Wynnchurch Capital Partners VI (2024 Vintage)), Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool (11 shared vehicles, e.g. Gemspring Capital III (2023 Vintage)), Muzinich & Co., Inc. (9 shared vehicles, e.g. Gauge Capital IV (2023 Vintage)).

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