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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Lewes, DE

Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory

$25.6B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($1.22B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Venture Capital, 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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$1.22B
Total AUM: $25.6B
Median Disclosed Amount
$74.0M
Range: $54.0M – $169.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 Henlopen Flint Hills Cunningham 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
OCM Power Opportunities Fund III, LPAdviser 7.B Vehicle Infrastructure 2025
$154.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PAI Europe VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$125.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICONIQ Strategic Partners VIIAdviser 7.B Vehicle Growth Equity 2025
$74.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bessemer Venture Partners XIIAdviser 7.B Vehicle Venture Capital 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
Bain Capital Real Estate IIIAdviser 7.B Vehicle Real Estate 2023
$64.0M
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 — Cape Henlopen Flint Hills Cunningham 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 Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory (Lewes, DE) committed $125.3M to PAI Europe VIII, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($460.8M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-27

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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 — Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory

541 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory (13 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 4 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Iconiq Strategic Partners VII (2025 Vintage)
Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory: $74.0M · SEC Form ADV 7.B
New Mexico State Investment Council: $25.0M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.240)

Additional shared vehicles: Bain Capital Tech Opportunities II (2020 Vintage) · Bain Capital Real Estate III (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Shreveport, LA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory: $70.0M · SEC Form ADV 7.B
Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds: $61.0M · SEC Form ADV 7.B

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust

Private Foundation Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bessemer Venture Partners XII (2025 Vintage)
Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory: $67.0M · SEC Form ADV 7.B
Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Index Ventures Growth VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+538 Additional Institutional LPs Report Shared Vehicles with Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 13 total tracked records for Cape Henlopen Flint Hills Cunningham 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 (541 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 Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Growth Equity LPs →Venture Capital LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Lewes, DE). Across 13 historical disclosure records tracked on Prilago ($1.22B total parsed USD across disclosed rows), the median disclosed amount is $74.0M (range: $54.0M to $169.6M).

Which private-market strategies appear in Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Growth Equity, Venture Capital, Real Estate, Infrastructure. Open preview records include OCM Power Opportunities Fund III, LP (2025 Vintage), PAI Europe VIII, L.P. (2025 Vintage), ICONIQ Strategic Partners VII (2025 Vintage), Bessemer Venture Partners XII (2025 Vintage).

How are Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Cape Henlopen Flint Hills Cunningham 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 Henlopen Flint Hills Cunningham 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-henlopen-flint-hills-cunningham-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 Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cape Henlopen Flint Hills Cunningham Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 541 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 New Mexico State Investment Council (4 shared vehicles, e.g. Iconiq Strategic Partners VII (2025 Vintage)), Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds (4 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)), Cape Ann Chicopee Bergstrom Philanthropic Foundation & Charitable Trust (4 shared vehicles, e.g. Bessemer Venture Partners XII (2025 Vintage)).

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