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

Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

$19.7B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.19B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Secondaries, Real Estate, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.19B
Total AUM: $19.7B
Median Disclosed Amount
$62.2M
Range: $42.0M – $134.1M
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 Glacier Peak Alderwood 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
Coller International Partners IXAdviser 7.B Vehicle Secondaries 2025
$56.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AlpInvest Secondaries Program VIIIAdviser 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
Bain Capital Credit Asia Fund IVAdviser 7.B Vehicle Private Credit 2025
$46.5M
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 Specialty Lending Fund IIAdviser 7.B Vehicle Private Credit 2025
$134.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Capital Partners VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$122.4M
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 Glacier Peak Alderwood 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 Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory (Amarillo, TX) committed $122.4M to CVC Capital Partners VIII, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($591.0M allocation gap toward a 18.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-27

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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

681 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory (30 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 14 Shared Vehicles

Grantham Mayo Van Otterloo & Co

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BVP Forge Institutional L.P. (2023 Vintage)
Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory: $99.2M · SEC Form ADV 7.B
Grantham Mayo Van Otterloo & Co: $101.8M · SEC Form ADV 7.B

Additional shared vehicles: BPEA EQT Greater China III (2023 Vintage) · Bain Capital Credit Asia Fund IV (2023 Vintage)

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

Comcast / NBCUniversal Pension Master Trust

Corporate Pension Plan Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BPEA EQT Greater China III (2023 Vintage)
Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory: $62.2M · SEC Form ADV 7.B
Comcast / NBCUniversal Pension Master Trust: $20.8M · SEC EDGAR Filing

Additional shared vehicles: BVP Forge Institutional L.P. (2023 Vintage) · Bain Capital Credit Asia Fund IV (2023 Vintage)

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

Hocking Hills Chippewa Valley Sheffield Regional Health System Master Investment Pool

Healthcare / Hospital System Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Asia Fund IV (2023 Vintage)
Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory: $46.5M · SEC Form ADV 7.B
Hocking Hills Chippewa Valley Sheffield Regional Health System Master Investment Pool: $22.8M · IRS Form 990 Sched D

Additional shared vehicles: BVP Forge Institutional L.P. (2023 Vintage) · BPEA EQT Greater China III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+678 Additional Institutional LPs Report Shared Vehicles with Borger Glacier Peak Alderwood 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 Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Borger Glacier Peak Alderwood 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 (681 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Secondaries LPs →Real Estate LPs →Private Equity LPs →

Frequently Asked Questions: Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Borger Glacier Peak Alderwood 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 ($2.19B total parsed USD across disclosed rows), the median disclosed amount is $62.2M (range: $42.0M to $134.1M).

Which private-market strategies appear in Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Secondaries, Real Estate, Private Equity. Open preview records include Coller International Partners IX (2025 Vintage), AlpInvest Secondaries Program VIII (2025 Vintage), Bain Capital Credit Asia Fund IV (2025 Vintage), Sixth Street Specialty Lending Fund II (2025 Vintage).

How are Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Borger Glacier Peak Alderwood 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 Glacier Peak Alderwood 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-glacier-peak-alderwood-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 Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 681 institutional LPs across 30 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 Grantham Mayo Van Otterloo & Co (14 shared vehicles, e.g. BVP Forge Institutional L.P. (2023 Vintage)), Comcast / NBCUniversal Pension Master Trust (12 shared vehicles, e.g. BPEA EQT Greater China III (2023 Vintage)), Hocking Hills Chippewa Valley Sheffield Regional Health System Master Investment Pool (12 shared vehicles, e.g. Bain Capital Credit Asia Fund IV (2023 Vintage)).

Related OCIO / Wealth RIA & Texas Institutional LPs

University of Texas (UTIMCO) (562)Texas Municipal (TMRS) (435)Texas Teachers (TRS) (407)Dallas Police & Fire (DPFP) (74)Houston Firefighters (HFRRF) (50)Teachers' Retirement System of Oklahoma (OTRS) (38)COAERS (Austin City Employees) (36)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)