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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Amarillo, TX

Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

$23.7B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.70B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Venture Capital, Private Credit, 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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.70B
Total AUM: $23.7B
Median Disclosed Amount
$84.0M
Range: $50.0M – $152.6M
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 — Borger Downers Grove Hawthorne 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
BC European Capital XIAdviser 7.B Vehicle Buyout 2025
$63.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG VIAdviser 7.B Vehicle Growth Equity 2025
$59.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Frazier Healthcare Growth Buyout Fund XIAdviser 7.B Vehicle Buyout 2025
$50.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Alterra IOS Venture III LPAdviser 7.B Vehicle Venture Capital 2025
$139.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JMI Equity Fund XIAdviser 7.B Vehicle Growth Equity 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

Forward-Looking Searches, Pacing Plans & Governance Updates — Borger Downers Grove Hawthorne 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

Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $23.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.5% Actual; $711.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$320M–$604M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.5% actual on $23.7B total assets). Gatekeeper / Intake Conduit: 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 — Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

718 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory (27 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 13 Shared Vehicles

Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Axxon Brazil Private Equity Fund II B, LP (2025 Vintage)
Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory: $77.2M · SEC Form ADV 7.B
Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account: $91.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Axiom Asia Fund 6, LP (2024 Vintage) · Axiom Asia Private Capital Fund III, LP (2024 Vintage)

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

Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account

Insurance Company Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Axiom Asia Private Capital Fund III, LP (2024 Vintage)
Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory: $90.2M · SEC Form ADV 7.B
Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account: $124.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Axxon Brazil Private Equity Fund II B, LP (2025 Vintage) · Axiom Asia Private Capital Fund II, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Mariner

Family Office / MFO Overland Park, KS
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
B Capital Global Growth III, L.P. (2023 Vintage)
Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory: $99.0M · SEC Form ADV 7.B
Mariner: $127.5M · SEC Form ADV 7.B

Additional shared vehicles: Axxon Brazil Private Equity Fund II B, LP (2025 Vintage) · BC European Capital XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+715 Additional Institutional LPs Report Shared Vehicles with Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Borger Downers Grove Hawthorne 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 (718 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 Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Growth Equity LPs →Venture Capital LPs →Private Credit LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Amarillo, TX). Across 31 historical disclosure records tracked on Prilago ($2.70B total parsed USD across disclosed rows), the median disclosed amount is $84.0M (range: $50.0M to $152.6M).

Which private-market strategies appear in Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Growth Equity, Venture Capital, Private Credit, Distressed / Special Situations. Open preview records include BC European Capital XI (2025 Vintage), PSG VI (2025 Vintage), Frazier Healthcare Growth Buyout Fund XI (2025 Vintage), Alterra IOS Venture III LP (2025 Vintage).

How are Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Borger Downers Grove Hawthorne 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 Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/borger-downers-grove-hawthorne-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 Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 718 institutional LPs across 27 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 Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. Axxon Brazil Private Equity Fund II B, LP (2025 Vintage)), Hocking Hills Beaverhead Westbrook Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Axiom Asia Private Capital Fund III, LP (2024 Vintage)), Mariner (10 shared vehicles, e.g. B Capital Global Growth III, L.P. (2023 Vintage)).

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