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

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

$20.0B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($2.03B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Private Equity, Secondaries (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
28
5 Open Source Trails Below
Sum of Disclosed Rows
$2.03B
Total AUM: $20.0B
Median Disclosed Amount
$67.2M
Range: $42.0M – $132.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
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 — Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2025
$60.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Airbus Ventures Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$52.0M
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 Opportunistic Real Estate Credit Fund IIAdviser 7.B Vehicle Private Credit 2025
$50.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street TAO GlobalAdviser 7.B Vehicle Private Credit 2024
$45.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Turning Rock Fund IIIAdviser 7.B Vehicle Buyout 2023
$63.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cape Fear Great Neck Pembroke 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

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $20.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.4% Actual; $520.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$234M–$442M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.4% actual on $20.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

599 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory (27 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 13 Shared Vehicles

Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Turning Rock Fund III (2023 Vintage)
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $63.0M · SEC Form ADV 7.B
Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $81.5M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Twin Brook Direct Lending Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Partners Capital Investment Group

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Triton Fund VI (2023 Vintage)
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $53.2M · SEC Form ADV 7.B
Partners Capital Investment Group: $103.0M · SEC Form ADV 7.B

Additional shared vehicles: Turning Rock Fund III (2023 Vintage) · Trive Structured Capital Fund I LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Kota Kinabalu Sabah Malaysia Chesapeake Sovereign Strategic Investment Fund

Sovereign Wealth Fund Asia-Pacific
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Twin Brook Direct Lending Fund IV (2022 Vintage)
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $97.8M · SEC Form ADV 7.B
Kota Kinabalu Sabah Malaysia Chesapeake Sovereign Strategic Investment Fund: $36.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Turning Rock Fund III (2023 Vintage) · Triton Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+596 Additional Institutional LPs Report Shared Vehicles with Cape Fear Great Neck Pembroke 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 Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 28 total tracked records for Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (599 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 Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →Secondaries LPs →

Frequently Asked Questions: Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Wilmington, NC; Headquarters: Wilmington, NC). Across 28 historical disclosure records tracked on Prilago ($2.03B total parsed USD across disclosed rows), the median disclosed amount is $67.2M (range: $42.0M to $132.5M).

Which private-market strategies appear in Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Venture Capital, Private Equity, Secondaries. Open preview records include Churchill Middle Market Senior Loan Fund V (2025 Vintage), Airbus Ventures Fund IV, L.P. (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2024 Vintage).

How are Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Cape Fear Great Neck Pembroke 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 Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cape-fear-great-neck-pembroke-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 Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 599 institutional LPs across 27 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 Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (13 shared vehicles, e.g. Turning Rock Fund III (2023 Vintage)), Partners Capital Investment Group (11 shared vehicles, e.g. Triton Fund VI (2023 Vintage)), Kota Kinabalu Sabah Malaysia Chesapeake Sovereign Strategic Investment Fund (11 shared vehicles, e.g. Twin Brook Direct Lending Fund IV (2022 Vintage)).

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