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

Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory

$23.2B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($1.09B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, 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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$1.09B
Total AUM: $23.2B
Median Disclosed Amount
$67.0M
Range: $49.0M – $149.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Verdant Street Real Estate Fund VAdviser 7.B Vehicle Real Estate 2025
$110.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GTCR Fund XIVAdviser 7.B Vehicle Buyout 2025
$67.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hg Genesis 10Adviser 7.B Vehicle Buyout 2025
$64.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Harvest Partners SCP Fund VAdviser 7.B Vehicle Buyout 2023
$61.0M
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
PAI Partners VIIIAdviser 7.B Vehicle Buyout 2023
$55.0M
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 — Canandaigua Housatonic Kensington 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

Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $23.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.9% Actual; $603.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$271M–$513M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.9% actual on $23.2B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 — Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory

563 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory (13 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 8 Shared Vehicles

Barataria Androscoggin Waverly Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GTCR XIV (2025 Vintage)
Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory: $67.0M · SEC Form ADV 7.B
Barataria Androscoggin Waverly Permanent Endowment & Fiduciary Trust: $21.0M · IRS Form 990 Sched D

Additional shared vehicles: PAI Partners VIII (2025 Vintage) · Bridgepoint Europe VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Bennington Firelands Chesterfield Multi-Family Office Private Capital Platform

Family Office / MFO Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAI Partners VIII (2025 Vintage)
Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory: $55.0M · SEC Form ADV 7.B
Bennington Firelands Chesterfield Multi-Family Office Private Capital Platform: $15.0M · SEC Form ADV 7.B

Additional shared vehicles: GTCR XIV (2025 Vintage) · Bridgepoint Europe VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Burlingame Calcasieu Sterling University Foundation & Endowment Pool

University Endowment California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory: $52.0M · SEC Form ADV 7.B
Burlingame Calcasieu Sterling University Foundation & Endowment Pool: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: GTCR XIV (2025 Vintage) · PAI Partners VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+560 Additional Institutional LPs Report Shared Vehicles with Canandaigua Housatonic Kensington 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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Request Pilot Access to Full Workspace Data for Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 13 total tracked records for Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (563 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 Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Real Estate LPs →Growth Equity LPs →

Frequently Asked Questions: Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Rochester, NY; Headquarters: Rochester, NY). Across 13 historical disclosure records tracked on Prilago ($1.09B total parsed USD across disclosed rows), the median disclosed amount is $67.0M (range: $49.0M to $149.4M).

Which private-market strategies appear in Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Growth Equity. Open preview records include Verdant Street Real Estate Fund V (2025 Vintage), GTCR Fund XIV (2025 Vintage), Hg Genesis 10 (2025 Vintage), Harvest Partners SCP Fund V (2023 Vintage).

How are Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Canandaigua Housatonic Kensington 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 Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/canandaigua-housatonic-kensington-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 Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Canandaigua Housatonic Kensington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 563 institutional LPs across 13 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 Barataria Androscoggin Waverly Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. GTCR XIV (2025 Vintage)), Bennington Firelands Chesterfield Multi-Family Office Private Capital Platform (6 shared vehicles, e.g. PAI Partners VIII (2025 Vintage)), Burlingame Calcasieu Sterling University Foundation & Endowment Pool (6 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)).

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