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

Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

$11.6B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($855.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, Private Equity, Venture Capital (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$855.9M
Total AUM: $11.6B
Median Disclosed Amount
$39.0M
Range: $25.0M – $76.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
AACP Direct Lending Fund IIAdviser 7.B Vehicle Private Credit 2025
$39.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lake Signal Fund, L.P.Adviser 7.B Vehicle Private Credit 2025
$33.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Weathergage Venture Capital IIAdviser 7.B Vehicle Venture Capital 2025
$26.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Warburg Pincus Global Growth XIVAdviser 7.B Vehicle Growth Equity 2025
$35.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abbott Capital Management 2023Adviser 7.B Vehicle Fund of Funds 2025
$29.0M
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 — Bluegrass Glen Ellyn Vance 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

Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.0% Actual; $348.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$157M–$296M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.0% actual on $11.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

571 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory (19 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

Goldman Sachs Vintage & Petershill Seeder

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AACP Direct Lending Fund II (2023 Vintage)
Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory: $39.8M · SEC Form ADV 7.B
Goldman Sachs Vintage & Petershill Seeder: $29.0M · SEC Form ADV 7.B

Additional shared vehicles: AE Industrial Partners Fund III (2022 Vintage) · AEA Investors Fund IV (2020 Vintage)

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

RCP Advisors

Fund of Funds / Seeder Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AE Industrial Partners Fund III (2022 Vintage)
Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory: $61.8M · SEC Form ADV 7.B
RCP Advisors: $88.2M · SEC Form ADV 7.B

Additional shared vehicles: AACP Direct Lending Fund II (2023 Vintage) · AEA Investors Fund IV (2020 Vintage)

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

Deschutes Chebacco Bernstein Permanent Endowment & Fiduciary Trust

Institutional Trust Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AEA Investors Fund IV (2020 Vintage)
Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory: $39.0M · SEC Form ADV 7.B
Deschutes Chebacco Bernstein Permanent Endowment & Fiduciary Trust: $22.5M · IRS Form 990 Sched D

Additional shared vehicles: AACP Direct Lending Fund II (2023 Vintage) · AE Industrial Partners Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+568 Additional Institutional LPs Report Shared Vehicles with Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 20 total tracked records for Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (571 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 Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Lexington, KY). Across 20 historical disclosure records tracked on Prilago ($855.9M total parsed USD across disclosed rows), the median disclosed amount is $39.0M (range: $25.0M to $76.8M).

Which private-market strategies appear in Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Growth Equity, Private Equity, Venture Capital. Open preview records include AACP Direct Lending Fund II (2025 Vintage), Lake Signal Fund, L.P. (2025 Vintage), Weathergage Venture Capital II (2025 Vintage), Warburg Pincus Global Growth XIV (2025 Vintage).

How are Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Bluegrass Glen Ellyn Vance 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 Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bluegrass-glen-ellyn-vance-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 Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Bluegrass Glen Ellyn Vance Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 571 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 Goldman Sachs Vintage & Petershill Seeder (7 shared vehicles, e.g. AACP Direct Lending Fund II (2023 Vintage)), RCP Advisors (7 shared vehicles, e.g. AE Industrial Partners Fund III (2022 Vintage)), Deschutes Chebacco Bernstein Permanent Endowment & Fiduciary Trust (7 shared vehicles, e.g. AEA Investors Fund IV (2020 Vintage)).

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