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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Ossining, NY HQ: Ossining, NY

Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

$19.7B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.68B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Secondaries, Infrastructure, Growth Equity (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.68B
Total AUM: $19.7B
Median Disclosed Amount
$56.0M
Range: $42.0M – $134.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
General Atlantic Investment Partners 2024Adviser 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
Leeds Equity Partners VIIAdviser 7.B Vehicle Buyout 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
Whitney Global Partners II L.P.Adviser 7.B Vehicle Buyout 2025
$42.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
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
HarbourVest - Dover Street XIAdviser 7.B Vehicle Secondaries 2025
$104.9M
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 — Briarcliff Highland Park Caldwell 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

Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory (Ossining, NY) 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 2025-10-23

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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 — Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

784 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory (24 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 11 Shared Vehicles

Housatonic Champlain Valley Chesterfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New Milford, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Flagship Pioneering Fund VIII (2023 Vintage)
Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory: $53.5M · SEC Form ADV 7.B
Housatonic Champlain Valley Chesterfield Industrial Consolidated Master Retirement Trust: $13.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Forerunner Partners VI (2022 Vintage) · FirstMark Capital Fund VI (2022 Vintage)

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

Greenbrier Harriman Fitzgerald Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Lewisburg, WV
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Forerunner Partners VI (2022 Vintage)
Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory: $86.0M · SEC Form ADV 7.B
Greenbrier Harriman Fitzgerald Private Markets Primary & GP Seeder Fund-of-Funds: $144.0M · SEC Form ADV 7.B

Additional shared vehicles: Flagship Pioneering Fund VIII (2023 Vintage) · FirstMark Capital Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Mumtalakat (Bahrain Sovereign Holding)

Sovereign Wealth Fund Manama, Bahrain
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FirstMark Capital Fund VI (2022 Vintage)
Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory: $55.0M · SEC Form ADV 7.B
Mumtalakat (Bahrain Sovereign Holding): $109.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Flagship Pioneering Fund VIII (2023 Vintage) · Forerunner Partners VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+781 Additional Institutional LPs Report Shared Vehicles with Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (784 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 Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

Venture Capital LPs →Buyout LPs →Secondaries LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ossining, NY; Headquarters: Ossining, NY). Across 25 historical disclosure records tracked on Prilago ($1.68B total parsed USD across disclosed rows), the median disclosed amount is $56.0M (range: $42.0M to $134.1M).

Which private-market strategies appear in Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Buyout, Secondaries, Infrastructure, Growth Equity. Open preview records include General Atlantic Investment Partners 2024 (2025 Vintage), Leeds Equity Partners VII (2025 Vintage), Whitney Global Partners II L.P. (2025 Vintage), CVC Capital Partners VIII, L.P. (2025 Vintage).

How are Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Briarcliff Highland Park Caldwell 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 Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/briarcliff-highland-park-caldwell-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 Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Briarcliff Highland Park Caldwell Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 784 institutional LPs across 24 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 Housatonic Champlain Valley Chesterfield Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Flagship Pioneering Fund VIII (2023 Vintage)), Greenbrier Harriman Fitzgerald Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Forerunner Partners VI (2022 Vintage)), Mumtalakat (Bahrain Sovereign Holding) (9 shared vehicles, e.g. FirstMark Capital Fund VI (2022 Vintage)).

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