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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Dayton, OH

Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

$18.5B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.55B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Private Equity, Distressed / Special Situations (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.55B
Total AUM: $18.5B
Median Disclosed Amount
$64.0M
Range: $39.0M – $115.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Insight Partners Opportunities Fund II, L.P.Adviser 7.B Vehicle Distressed / Special Situations 2025
$98.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Institutional Venture Partners XVIII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$94.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Insight Partners XIII Growth Buyout Fund, L.P.Adviser 7.B Vehicle Growth Equity 2025
$64.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2025
$55.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
InfraVia Fund VIAdviser 7.B Vehicle Real Assets 2024
$82.2M
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 — Carillon Deep Creek Fontaine 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

Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory (Dayton, OH) committed $94.2M to Institutional Venture Partners XVIII, L.P. (Venture Capital sleeve) under its 2025 private markets pacing program ($333.0M allocation gap toward a 17.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-18

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

644 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory (23 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 11 Shared Vehicles

Ljubljana Slovenia Edgartown Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Innovation Alpha V L.P. (2025 Vintage)
Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory: $65.0M · SEC Form ADV 7.B
Ljubljana Slovenia Edgartown Sovereign Strategic Investment Fund: $89.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Innovation Endeavors V LP (2025 Vintage) · Insight Partners Opportunities Fund II, L.P. (2024 Vintage)

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

Highland Park Cheyenne Mountain Abernathy Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Innovation Endeavors V LP (2025 Vintage)
Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory: $63.8M · SEC Form ADV 7.B
Highland Park Cheyenne Mountain Abernathy Institutional Outsourced CIO & Wealth Advisory: $90.2M · SEC Form ADV 7.B

Additional shared vehicles: Innovation Alpha V L.P. (2025 Vintage) · Insight Partners Opportunities Fund II, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sycamore Partners IV (2025 Vintage)
Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory: $39.0M · SEC Form ADV 7.B
Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool: $29.0M · IRS Form 990 Sched D

Additional shared vehicles: Innovation Alpha V L.P. (2025 Vintage) · Innovation Endeavors V LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+641 Additional Institutional LPs Report Shared Vehicles with Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (644 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 Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Growth Equity LPs →Private Equity LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Dayton, OH). Across 23 historical disclosure records tracked on Prilago ($1.55B total parsed USD across disclosed rows), the median disclosed amount is $64.0M (range: $39.0M to $115.7M).

Which private-market strategies appear in Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Growth Equity, Private Equity, Distressed / Special Situations. Open preview records include Insight Partners Opportunities Fund II, L.P. (2025 Vintage), Institutional Venture Partners XVIII, L.P. (2025 Vintage), Insight Partners XIII Growth Buyout Fund, L.P. (2025 Vintage), Wynnchurch Capital Partners VI (2025 Vintage).

How are Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Carillon Deep Creek Fontaine 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 Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carillon-deep-creek-fontaine-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 Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 644 institutional LPs across 23 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 Ljubljana Slovenia Edgartown Sovereign Strategic Investment Fund (11 shared vehicles, e.g. Innovation Alpha V L.P. (2025 Vintage)), Highland Park Cheyenne Mountain Abernathy Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Innovation Endeavors V LP (2025 Vintage)), Deerfield Valley Dorchester Stanfield Regional Health System Master Investment Pool (9 shared vehicles, e.g. Sycamore Partners IV (2025 Vintage)).

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