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

Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory

$21.6B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($2.41B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Credit, Secondaries, Venture Capital (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
$2.41B
Total AUM: $21.6B
Median Disclosed Amount
$87.0M
Range: $46.0M – $151.0M
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 Henlopen Harriman Mcallister 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
Warburg Pincus Growth 1, L.P.Adviser 7.B Vehicle Growth Equity 2025
$56.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Clearlake Opportunities Partners III LPAdviser 7.B Vehicle Private Credit 2025
$49.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AlpInvest Secondaries Program VIIIAdviser 7.B Vehicle Secondaries 2025
$46.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightyear Fund V, L.P.Adviser 7.B Vehicle Buyout 2025
$98.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
OakTree Special Situations Fund IIIAdviser 7.B Vehicle Buyout 2025
$57.0M
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 — Cape Henlopen Harriman Mcallister 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 Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $21.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $388.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$175M–$330M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $21.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 — Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory

575 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory (26 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 12 Shared Vehicles

Payden & Rygel

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Growth 1, L.P. (2025 Vintage)
Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory: $56.0M · SEC Form ADV 7.B
Payden & Rygel: $60.0M · SEC Form ADV 7.B

Additional shared vehicles: Warburg Pincus Global Growth Fund II (2023 Vintage) · Warburg Pincus Global Real Estate Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Belgrade Serbia Hudson Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Global Growth Fund II (2023 Vintage)
Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory: $99.8M · SEC Form ADV 7.B
Belgrade Serbia Hudson Sovereign Strategic Investment Fund: $38.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Warburg Pincus Growth 1, L.P. (2025 Vintage) · Warburg Pincus Global Real Estate Fund II (2023 Vintage)

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

Tredje AP-fonden (AP3 Sweden)

Public Pension Plan Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Warburg Pincus Capital Markets II (2023 Vintage)
Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory: $76.2M · SEC Form ADV 7.B
Tredje AP-fonden (AP3 Sweden): $70.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Warburg Pincus Growth 1, L.P. (2025 Vintage) · Warburg Pincus Global Growth Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+572 Additional Institutional LPs Report Shared Vehicles with Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 28 total tracked records for Cape Henlopen Harriman Mcallister 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 (575 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 Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory

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

Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Lewes, DE). Across 28 historical disclosure records tracked on Prilago ($2.41B total parsed USD across disclosed rows), the median disclosed amount is $87.0M (range: $46.0M to $151.0M).

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

Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Growth Equity, Private Credit, Secondaries, Venture Capital. Open preview records include Warburg Pincus Growth 1, L.P. (2025 Vintage), Clearlake Opportunities Partners III LP (2025 Vintage), AlpInvest Secondaries Program VIII (2025 Vintage), Lightyear Fund V, L.P. (2025 Vintage).

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

Records for Cape Henlopen Harriman Mcallister 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 Harriman Mcallister 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-harriman-mcallister-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 Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cape Henlopen Harriman Mcallister Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 575 institutional LPs across 26 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 Payden & Rygel (12 shared vehicles, e.g. Warburg Pincus Growth 1, L.P. (2025 Vintage)), Belgrade Serbia Hudson Sovereign Strategic Investment Fund (12 shared vehicles, e.g. Warburg Pincus Global Growth Fund II (2023 Vintage)), Tredje AP-fonden (AP3 Sweden) (10 shared vehicles, e.g. Warburg Pincus Capital Markets II (2023 Vintage)).

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