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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Wapakoneta, OH HQ: Wapakoneta, OH

Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

$21.8B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.45B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Venture Capital, Secondaries (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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.45B
Total AUM: $21.8B
Median Disclosed Amount
$75.8M
Range: $46.0M – $136.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
KKR ABF Partners IIAdviser 7.B Vehicle Buyout 2025
$95.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AlpInvest Secondaries Program VIIIAdviser 7.B Vehicle Secondaries 2025
$65.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourVest Dover Street XIAdviser 7.B Vehicle Secondaries 2025
$62.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Partners Opportunities Fund VAdviser 7.B Vehicle Private Credit 2023
$57.0M
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
Collective Global IAdviser 7.B Vehicle Venture Capital 2023
$49.0M
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 — Auglaize Capistrano Kensington 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

Auglaize Capistrano Kensington 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 2025-05-23

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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 — Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

682 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory (30 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 14 Shared Vehicles

Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR ABF Partners II (2023 Vintage)
Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory: $95.8M · SEC Form ADV 7.B
Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account: $86.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest Dover Street XI (2023 Vintage) · KKR Asia Credit Opportunities Fund II (2022 Vintage)

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

Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust

Institutional Trust Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Asia Credit Opportunities Fund II (2022 Vintage)
Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory: $50.5M · SEC Form ADV 7.B
Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust: $27.2M · IRS Form 990 Sched D

Additional shared vehicles: KKR ABF Partners II (2023 Vintage) · KKR Asia Pacific Infrastructure Investors II (2021 Vintage)

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

Chenango Hingham Pembroke Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Americas Fd XIII (2021 Vintage)
Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory: $104.5M · SEC Form ADV 7.B
Chenango Hingham Pembroke Permanent Endowment & Fiduciary Trust: $19.5M · IRS Form 990 Sched D

Additional shared vehicles: KKR ABF Partners II (2023 Vintage) · Jeito Capital Fund I (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+679 Additional Institutional LPs Report Shared Vehicles with Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (682 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 Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Equity LPs →Private Credit LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Wapakoneta, OH; Headquarters: Wapakoneta, OH). Across 31 historical disclosure records tracked on Prilago ($2.45B total parsed USD across disclosed rows), the median disclosed amount is $75.8M (range: $46.0M to $136.4M).

Which private-market strategies appear in Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Equity, Private Credit, Venture Capital, Secondaries. Open preview records include KKR ABF Partners II (2025 Vintage), AlpInvest Secondaries Program VIII (2025 Vintage), HarbourVest Dover Street XI (2025 Vintage), Sixth Street Partners Opportunities Fund V (2023 Vintage).

How are Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Auglaize Capistrano Kensington 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 Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/auglaize-capistrano-kensington-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 Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Auglaize Capistrano Kensington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 682 institutional LPs across 30 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 Bucksport Housatonic Southwell Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. KKR ABF Partners II (2023 Vintage)), Edina Champlain Valley Montgomery Permanent Endowment & Fiduciary Trust (12 shared vehicles, e.g. KKR Asia Credit Opportunities Fund II (2022 Vintage)), Chenango Hingham Pembroke Permanent Endowment & Fiduciary Trust (12 shared vehicles, e.g. KKR Americas Fd XIII (2021 Vintage)).

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