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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Breckenridge, CO

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

$15.7B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($1.75B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, Real Estate, Infrastructure (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
$1.75B
Total AUM: $15.7B
Median Disclosed Amount
$53.5M
Range: $33.0M – $98.2M
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 — Breckenridge Chestnut Hill Bernstein 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
Crown Small Cap Real Estate Fund II-T, LPAdviser 7.B Vehicle Real Estate 2025
$45.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Raith Real Estate Fund IV LPAdviser 7.B Vehicle Real Estate 2025
$39.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Energy Transition Fund IIAdviser 7.B Vehicle Infrastructure 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Amberbrook IX LPAdviser 7.B Vehicle Private Equity 2025
$43.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Camber Creek IVAdviser 7.B Vehicle Venture Capital 2025
$41.0M
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 — Breckenridge Chestnut Hill Bernstein 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

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $15.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.0% Actual; $471.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$212M–$400M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.0% actual on $15.7B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

575 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory (31 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 15 Shared Vehicles

Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Contour Venture Partners V-A, LP (2023 Vintage)
Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory: $62.0M · SEC Form ADV 7.B
Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory: $102.8M · SEC Form ADV 7.B

Additional shared vehicles: Comvest Credit Partners 2023, L.P. (2023 Vintage) · Collective Global I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Wiesbaden WIBank Hessen Sovereign Investment Fund Atchafalaya Sovereign Strategic Investment Fund

Sovereign Wealth Fund Wiesbaden, WIBank
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Comvest Credit Partners 2023, L.P. (2023 Vintage)
Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory: $57.5M · SEC Form ADV 7.B
Wiesbaden WIBank Hessen Sovereign Investment Fund Atchafalaya Sovereign Strategic Investment Fund: $58.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Collective Global I (2023 Vintage) · Coefficient Capital Apex Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 15 Shared Vehicles

Driftless Capistrano Macallister Mutual & Casualty Insurance General Account

Insurance Company Viroqua, WI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Encap Energy Transition Fund II (2025 Vintage)
Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory: $35.0M · SEC Form ADV 7.B
Driftless Capistrano Macallister Mutual & Casualty Insurance General Account: $64.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Collective Global I (2023 Vintage) · Coefficient Capital Apex Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+572 Additional Institutional LPs Report Shared Vehicles with Breckenridge Chestnut Hill Bernstein 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 Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Breckenridge Chestnut Hill Bernstein 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 (575 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 Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

Venture Capital LPs →Buyout LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Breckenridge, CO). Across 31 historical disclosure records tracked on Prilago ($1.75B total parsed USD across disclosed rows), the median disclosed amount is $53.5M (range: $33.0M to $98.2M).

Which private-market strategies appear in Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Buyout, Private Credit, Real Estate, Infrastructure. Open preview records include Crown Small Cap Real Estate Fund II-T, LP (2025 Vintage), Raith Real Estate Fund IV LP (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), Amberbrook IX LP (2025 Vintage).

How are Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Breckenridge Chestnut Hill Bernstein 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 Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/breckenridge-chestnut-hill-bernstein-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 Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 575 institutional LPs across 31 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 Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory (15 shared vehicles, e.g. Contour Venture Partners V-A, LP (2023 Vintage)), Wiesbaden WIBank Hessen Sovereign Investment Fund Atchafalaya Sovereign Strategic Investment Fund (15 shared vehicles, e.g. Comvest Credit Partners 2023, L.P. (2023 Vintage)), Driftless Capistrano Macallister Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. Encap Energy Transition Fund II (2025 Vintage)).

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