Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Bennington, VT

Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

$7.7B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($544.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Growth Equity, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
19
5 Open Source Trails Below
Sum of Disclosed Rows
$544.5M
Total AUM: $7.7B
Median Disclosed Amount
$23.0M
Range: $16.0M – $51.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Bain Capital Beacon Roll SPV XIIAdviser 7.B Vehicle Buyout 2025
$36.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Tactical Opportunities - Sandia Series, L.P.Adviser 7.B Vehicle Buyout 2025
$23.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 2025
$21.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JAZZ Human Performance Fund III LPAdviser 7.B Vehicle Venture Capital 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Backcast Credit Opportunities IIAdviser 7.B Vehicle Private Credit 2025
$18.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bennington Broadmoor 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

Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory (Bennington, VT) committed $23.0M to BR/ERB Tactical Opportunities - Sandia Series, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($138.6M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-11

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

675 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory (19 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 7 Shared Vehicles

Clairmont Gaston Macallister Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Beacon Roll SPV XII (2025 Vintage)
Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $36.2M · SEC Form ADV 7.B
Clairmont Gaston Macallister Institutional Outsourced CIO & Wealth Advisory: $108.8M · SEC Form ADV 7.B

Additional shared vehicles: BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage) · Backcast Credit Opportunities II (2025 Vintage)

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

Glacier Peak Gaston Worthington Mutual & Casualty Insurance General Account

Insurance Company Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage)
Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $23.0M · SEC Form ADV 7.B
Glacier Peak Gaston Worthington Mutual & Casualty Insurance General Account: $68.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Beacon Roll SPV XII (2025 Vintage) · Backcast Credit Opportunities II (2025 Vintage)

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

Danbury Cosumnes Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Backcast Credit Opportunities II (2025 Vintage)
Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $18.5M · SEC Form ADV 7.B
Danbury Cosumnes Ravenscroft Mutual & Casualty Insurance General Account: $94.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Beacon Roll SPV XII (2025 Vintage) · BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+672 Additional Institutional LPs Report Shared Vehicles with Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 19 total tracked records for Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (675 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Venture Capital LPs →Growth Equity LPs →Direct Lending LPs →

Frequently Asked Questions: Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory

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

Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Bennington, VT). Across 19 historical disclosure records tracked on Prilago ($544.5M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $16.0M to $51.1M).

Which private-market strategies appear in Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Venture Capital, Growth Equity, Direct Lending. Open preview records include Bain Capital Beacon Roll SPV XII (2025 Vintage), BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage), Ares Senior Direct Lending Fund III (2025 Vintage), JAZZ Human Performance Fund III LP (2025 Vintage).

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

Records for Bennington Broadmoor 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 Bennington Broadmoor 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/bennington-broadmoor-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 Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Bennington Broadmoor Fitzgerald Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 675 institutional LPs across 19 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 Clairmont Gaston Macallister Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. Bain Capital Beacon Roll SPV XII (2025 Vintage)), Glacier Peak Gaston Worthington Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage)), Danbury Cosumnes Ravenscroft Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Backcast Credit Opportunities II (2025 Vintage)).

Related OCIO / Wealth RIA & Massachusetts / New England Institutional LPs

Vermont Pension Investment Commission (VPIC) (446)Massachusetts PRIM (400)Connecticut Retirement (398)Rhode Island ERSRI (392)Maine PERS (328)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (32)