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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Lafayette, LA

Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

$21.8B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.68B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Growth Equity, Real Estate (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.68B
Total AUM: $21.8B
Median Disclosed Amount
$65.2M
Range: $46.0M – $136.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
IGF Infrastructure Fund IIAdviser 7.B Vehicle Infrastructure 2025
$91.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
IG Neo Senior Credit Fund IAdviser 7.B Vehicle Private Credit 2025
$65.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Frazier Healthcare Growth Buyout Fund XIAdviser 7.B Vehicle Buyout 2025
$59.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG Europe IIAdviser 7.B Vehicle Growth Equity 2025
$65.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Gridiron Capital Fund VAdviser 7.B Vehicle Buyout 2025
$51.0M
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 — Atchafalaya Congaree Prescott 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

Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $21.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.4% Actual; $566.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$255M–$482M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.4% actual on $21.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

557 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory (23 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

Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG EUROPE II (2025 Vintage)
Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory: $65.0M · SEC Form ADV 7.B
Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory: $57.0M · SEC Form ADV 7.B

Additional shared vehicles: Frazier Healthcare Growth Buyout Fund XI (2025 Vintage) · IGF Infrastructure Fund II (2023 Vintage)

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

Chemung Hohokam Langley Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IGF Infrastructure Fund II (2023 Vintage)
Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory: $91.8M · SEC Form ADV 7.B
Chemung Hohokam Langley Industrial Consolidated Master Retirement Trust: $29.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IG Logistics Venture V (2023 Vintage) · IG Neo Senior Credit Fund I (2023 Vintage)

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

Simon Quick Advisors

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IG Logistics Venture V (2023 Vintage)
Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory: $80.5M · SEC Form ADV 7.B
Simon Quick Advisors: $23.0M · SEC Form ADV 7.B

Additional shared vehicles: IGF Infrastructure Fund II (2023 Vintage) · IG Neo Senior Credit Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+554 Additional Institutional LPs Report Shared Vehicles with Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (557 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Lafayette, LA). Across 23 historical disclosure records tracked on Prilago ($1.68B total parsed USD across disclosed rows), the median disclosed amount is $65.2M (range: $46.0M to $136.4M).

Which private-market strategies appear in Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Infrastructure, Private Credit, Growth Equity, Real Estate. Open preview records include IGF Infrastructure Fund II (2025 Vintage), IG Neo Senior Credit Fund I (2025 Vintage), Frazier Healthcare Growth Buyout Fund XI (2025 Vintage), PSG Europe II (2025 Vintage).

How are Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Atchafalaya Congaree Prescott 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 Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/atchafalaya-congaree-prescott-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 Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Atchafalaya Congaree Prescott Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 557 institutional LPs across 23 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 Cornhusker Heartland Vanderbilt Institutional Outsourced CIO & Wealth Advisory (13 shared vehicles, e.g. PSG EUROPE II (2025 Vintage)), Chemung Hohokam Langley Industrial Consolidated Master Retirement Trust (12 shared vehicles, e.g. IGF Infrastructure Fund II (2023 Vintage)), Simon Quick Advisors (11 shared vehicles, e.g. IG Logistics Venture V (2023 Vintage)).

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