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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Wilmington, DE HQ: Wilmington, DE

Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory

$7.6B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($333.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Growth Equity, Buyout (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
$333.9M
Total AUM: $7.6B
Median Disclosed Amount
$22.0M
Range: $16.0M – $53.1M
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 — Brandywine Valley Brazosport Delacroix 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
PSG VIAdviser 7.B Vehicle Growth Equity 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Index Ventures Growth VIAdviser 7.B Vehicle Venture Capital 2025
$23.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bessemer Venture Partners XIIAdviser 7.B Vehicle Venture Capital 2025
$22.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JMI Equity Fund XIAdviser 7.B Vehicle Growth Equity 2025
$17.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Group XIAdviser 7.B Vehicle Venture Capital 2022
$21.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Brandywine Valley Brazosport Delacroix 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

Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $7.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.0% Actual; $228.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$103M–$194M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.0% actual on $7.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory

418 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Brandywine Valley Brazosport Delacroix 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 12 Shared Vehicles

Cuyahoga Valley Contoocook Weatherby Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory: $23.0M · SEC Form ADV 7.B
Cuyahoga Valley Contoocook Weatherby Private Markets Primary & GP Seeder Fund-of-Funds: $60.0M · SEC Form ADV 7.B

Additional shared vehicles: Bessemer Venture Partners XII (2025 Vintage) · JMI Equity XI (2025 Vintage)

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

Altamaha Cosumnes Waverly University Foundation & Endowment Pool

University Endowment Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bessemer Venture Partners XII (2025 Vintage)
Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory: $22.0M · SEC Form ADV 7.B
Altamaha Cosumnes Waverly University Foundation & Endowment Pool: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: Index Ventures Growth VI (2025 Vintage) · General Catalyst Group XI (2022 Vintage)

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

Norwich East Anglia Broadland Sovereign AgriTech Reserve Greenbrier Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
JMI Equity XI (2025 Vintage)
Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory: $17.0M · SEC Form ADV 7.B
Norwich East Anglia Broadland Sovereign AgriTech Reserve Greenbrier Sovereign Strategic Investment Fund: $20.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: General Catalyst Group XI (2022 Vintage) · New Enterprise Associates 18 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+415 Additional Institutional LPs Report Shared Vehicles with Brandywine Valley Brazosport Delacroix 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 Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Brandywine Valley Brazosport Delacroix 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 (418 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory

Venture Capital LPs →Growth Equity LPs →Buyout LPs →

Frequently Asked Questions: Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Wilmington, DE; Headquarters: Wilmington, DE). Across 12 historical disclosure records tracked on Prilago ($333.9M total parsed USD across disclosed rows), the median disclosed amount is $22.0M (range: $16.0M to $53.1M).

Which private-market strategies appear in Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Growth Equity, Buyout. Open preview records include PSG VI (2025 Vintage), Index Ventures Growth VI (2025 Vintage), Bessemer Venture Partners XII (2025 Vintage), JMI Equity Fund XI (2025 Vintage).

How are Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Brandywine Valley Brazosport Delacroix 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 Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/brandywine-valley-brazosport-delacroix-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 Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Brandywine Valley Brazosport Delacroix Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 418 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 Cuyahoga Valley Contoocook Weatherby Private Markets Primary & GP Seeder Fund-of-Funds (12 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)), Altamaha Cosumnes Waverly University Foundation & Endowment Pool (10 shared vehicles, e.g. Bessemer Venture Partners XII (2025 Vintage)), Norwich East Anglia Broadland Sovereign AgriTech Reserve Greenbrier Sovereign Strategic Investment Fund (10 shared vehicles, e.g. JMI Equity XI (2025 Vintage)).

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