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

Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

$18.7B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($788.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Infrastructure (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$788.0M
Total AUM: $18.7B
Median Disclosed Amount
$54.0M
Range: $40.0M – $120.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 3 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 Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Global Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2025
$40.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Advent International GPE X, L.P.Adviser 7.B Vehicle Buyout 2025
$78.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Infrastructure Fund VAdviser 7.B Vehicle Infrastructure 2025
$52.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 2025
$45.0M
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 Green Mountain Fairchild 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 Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $18.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.9% Actual; $486.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$219M–$413M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.9% actual on $18.7B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

365 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory (12 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 7 Shared Vehicles

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Global Infrastructure Partners V (2025 Vintage)
Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory: $54.0M · SEC Form ADV 7.B
Colorado PERA: $100.0M · CAFR / Board Packet (CO PERA PE Holdings 2024)

Additional shared vehicles: Advent International GPE X (2022 Vintage) · Genstar Capital Partners X (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Oregon Public Employees Retirement Fund

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent International GPE X (2022 Vintage)
Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory: $78.5M · SEC Form ADV 7.B
Oregon Public Employees Retirement Fund: $200.0M · CAFR / Board Packet (Oregon 2025, p.1)

Additional shared vehicles: Global Infrastructure Partners V (2025 Vintage) · Genstar Capital Partners X (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Pennsylvania SERS

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Credit Opportunities Fund VI (2025 Vintage)
Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory: $45.0M · SEC Form ADV 7.B
Pennsylvania SERS: $75.0M · CAFR / Board Packet (Pennsylvania SERS Board Meeting Minutes, September 2020)

Additional shared vehicles: Global Infrastructure Partners V (2025 Vintage) · Advent International GPE X (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+362 Additional Institutional LPs Report Shared Vehicles with Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (365 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 Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Buyout LPs →Infrastructure LPs →

Frequently Asked Questions: Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory

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

Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Manchester, VT). Across 12 historical disclosure records tracked on Prilago ($788.0M total parsed USD across disclosed rows), the median disclosed amount is $54.0M (range: $40.0M to $120.4M).

Which private-market strategies appear in Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Infrastructure. Open preview records include Global Infrastructure Partners V (2025 Vintage), Churchill Middle Market Senior Loan Fund V (2025 Vintage), Advent International GPE X, L.P. (2025 Vintage), Brookfield Infrastructure Fund V (2025 Vintage).

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

Records for Battenkill Green Mountain Fairchild 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 Green Mountain Fairchild 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-green-mountain-fairchild-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 Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Battenkill Green Mountain Fairchild Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 365 institutional LPs across 12 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 Colorado PERA (7 shared vehicles, e.g. Global Infrastructure Partners V (2025 Vintage)), Oregon Public Employees Retirement Fund (7 shared vehicles, e.g. Advent International GPE X (2022 Vintage)), Pennsylvania SERS (7 shared vehicles, e.g. Fortress Credit Opportunities Fund VI (2025 Vintage)).

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