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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Colorado Springs, CO

Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

$2.3B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($249.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, 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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$249.3M
Total AUM: $2.3B
Median Disclosed Amount
$16.0M
Range: $13.0M – $22.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
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 — Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
HPS Specialty Loan Fund VIAdviser 7.B Vehicle Private Credit 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
Arsenal Capital Fund VAdviser 7.B Vehicle Buyout 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Global Impact Fund IIIAdviser 7.B Vehicle Buyout 2025
$13.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UCK Partners III, L.P.Adviser 7.B Vehicle Buyout 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
Golub Capital Partners 15Adviser 7.B Vehicle Private Credit 2025
$16.0M
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 — Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform (Family Office / MFO, $2.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 27.0% vs. 25.2% Actual; $50.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 27.0% vs 25.2% actual on $2.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

491 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform (14 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 7 Shared Vehicles

Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HPS Specialty Loan Fund VI (2025 Vintage)
Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account: $43.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Golub Capital Partners 15 (2025 Vintage) · Blue Owl Diversified Lending Fund (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Aroostook Chautauqua Osullivan Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Presque Isle, ME
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Golub Capital Partners 15 (2025 Vintage)
Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
Aroostook Chautauqua Osullivan Private Markets Primary & GP Seeder Fund-of-Funds: $61.0M · SEC Form ADV 7.B

Additional shared vehicles: HPS Specialty Loan Fund VI (2025 Vintage) · Blue Owl Diversified Lending Fund (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Bologna Emilia-Romagna Feather Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Diversified Lending Fund (2025 Vintage)
Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform: $14.0M · SEC Form ADV 7.B
Bologna Emilia-Romagna Feather Sovereign Strategic Investment Fund: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HPS Specialty Loan Fund VI (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+488 Additional Institutional LPs Report Shared Vehicles with Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

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 Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 15 total tracked records for Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (491 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Enter your firm email to request pilot onboarding for Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform and our interactive GP workspace.

Strategies Disclosed by Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

Buyout LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform

What type of institutional allocator is Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Colorado Springs, CO). Across 15 historical disclosure records tracked on Prilago ($249.3M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $22.9M).

Which private-market strategies appear in Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform's public disclosures?

Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform has disclosed records across Buyout, Private Credit, Growth Equity. Open preview records include HPS Specialty Loan Fund VI (2025 Vintage), Arsenal Capital Fund V (2025 Vintage), KKR Global Impact Fund III (2025 Vintage), UCK Partners III, L.P. (2025 Vintage).

How are Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform 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 Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/broadmoor-canandaigua-bernstein-multi-family-office-private-capital-platform or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Broadmoor Canandaigua Bernstein Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 491 institutional LPs across 14 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 Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. HPS Specialty Loan Fund VI (2025 Vintage)), Aroostook Chautauqua Osullivan Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Golub Capital Partners 15 (2025 Vintage)), Bologna Emilia-Romagna Feather Sovereign Strategic Investment Fund (7 shared vehicles, e.g. Blue Owl Diversified Lending Fund (2025 Vintage)).

Related Family Office / MFO & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

Colorado PERA (830)New Mexico State Investment Council (676)Arizona SRS (411)New Mexico PERA (361)Idaho PERSI (234)Wyoming WRS (60)New Mexico ERB (55)DERP (Denver Employees Retirement) (37)Brighton Jones (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)