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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Manchester, VT

Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory

$21.8B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.77B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Growth Equity, Secondaries, Distressed / Special Situations (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
$1.77B
Total AUM: $21.8B
Median Disclosed Amount
$65.0M
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 — Battenkill Cocheco Osullivan 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
Sixth Street Lending Partners VIAdviser 7.B Vehicle Private Credit 2025
$89.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Growth Partners IIIAdviser 7.B Vehicle Growth Equity 2025
$77.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
StepStone Secondary Opportunities Fund VAdviser 7.B Vehicle Secondaries 2025
$54.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Investment Fund XAdviser 7.B Vehicle Buyout 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
BDT & MSD Partners Fund IIIAdviser 7.B Vehicle Buyout 2025
$59.0M
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 — Battenkill Cocheco 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

Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory (Manchester, VT) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($566.8M allocation gap toward a 17.0% target, advised by 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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory

475 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory (21 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 9 Shared Vehicles

Canandaigua Chantilly Osullivan Mutual & Casualty Insurance General Account

Insurance Company Rochester, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Lending Partners VI (2023 Vintage)
Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory: $89.5M · SEC Form ADV 7.B
Canandaigua Chantilly Osullivan Mutual & Casualty Insurance General Account: $128.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street Growth Partners III (2023 Vintage) · Sixth Street Opps Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Antietam Haddonfield Beaumont Multi-Family Office Private Capital Platform

Family Office / MFO Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
StepStone Secondary Opportunities Fund V (2025 Vintage)
Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory: $54.0M · SEC Form ADV 7.B
Antietam Haddonfield Beaumont Multi-Family Office Private Capital Platform: $19.0M · SEC Form ADV 7.B

Additional shared vehicles: Pantheon Global Secondary Fund VII (2025 Vintage) · Apollo Investment Fund X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Currituck Berkshire Hills Lindqvist 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)
Sixth Street Opps Partners V (2022 Vintage)
Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory: $108.8M · SEC Form ADV 7.B
Currituck Berkshire Hills Lindqvist Private Markets Primary & GP Seeder Fund-of-Funds: $99.8M · SEC Form ADV 7.B

Additional shared vehicles: StepStone Secondary Opportunities Fund V (2025 Vintage) · Sixth Street Lending Partners VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+472 Additional Institutional LPs Report Shared Vehicles with Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Battenkill Cocheco Osullivan 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 (475 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 Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Buyout LPs →Growth Equity LPs →Secondaries LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory

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

Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Manchester, VT). Across 23 historical disclosure records tracked on Prilago ($1.77B total parsed USD across disclosed rows), the median disclosed amount is $65.0M (range: $46.0M to $136.4M).

Which private-market strategies appear in Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Growth Equity, Secondaries, Distressed / Special Situations. Open preview records include Sixth Street Lending Partners VI (2025 Vintage), Sixth Street Growth Partners III (2025 Vintage), StepStone Secondary Opportunities Fund V (2025 Vintage), Apollo Investment Fund X (2025 Vintage).

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

Records for Battenkill Cocheco 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 Battenkill Cocheco 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/battenkill-cocheco-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 Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Battenkill Cocheco Osullivan Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 475 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 Canandaigua Chantilly Osullivan Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Sixth Street Lending Partners VI (2023 Vintage)), Antietam Haddonfield Beaumont Multi-Family Office Private Capital Platform (8 shared vehicles, e.g. StepStone Secondary Opportunities Fund V (2025 Vintage)), Currituck Berkshire Hills Lindqvist Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Sixth Street Opps Partners V (2022 Vintage)).

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