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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Monterey, CA HQ: Monterey, CA

Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

$25.6B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($2.00B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Venture Capital, 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$2.00B
Total AUM: $25.6B
Median Disclosed Amount
$76.0M
Range: $54.0M – $169.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
NovaQuest Private Equity Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$144.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
New Enterprise Associates XAdviser 7.B Vehicle Venture Capital 2025
$121.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NB/NJ Custom Investment Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$91.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NOVA Infrastructure Fund II L.P.Adviser 7.B Vehicle Infrastructure 2025
$77.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NewSpring Growth Capital IIAdviser 7.B Vehicle Growth Equity 2025
$76.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Carmel Valley Farmington Valley Ravenscroft 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

Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $25.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $460.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$207M–$392M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 16.2% actual on $25.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 — Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

524 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory (21 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 10 Shared Vehicles

Blackstone Valley Brandywine Valley Livingston Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NovaQuest Private Equity Fund II, L.P. (2025 Vintage)
Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory: $144.0M · SEC Form ADV 7.B
Blackstone Valley Brandywine Valley Livingston Mutual & Casualty Insurance General Account: $92.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: New Enterprise Associates X (2025 Vintage) · NB/NJ Custom Investment Fund IV, L.P. (2025 Vintage)

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

Lsv Asset Management

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New Enterprise Associates X (2025 Vintage)
Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory: $121.8M · SEC Form ADV 7.B
Lsv Asset Management: $35.2M · SEC Form ADV 7.B

Additional shared vehicles: NovaQuest Private Equity Fund II, L.P. (2025 Vintage) · NB/NJ Custom Investment Fund IV, L.P. (2025 Vintage)

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

Ajman Ajman Strategic Holding UAE Bucksport Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NB/NJ Custom Investment Fund IV, L.P. (2025 Vintage)
Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory: $91.0M · SEC Form ADV 7.B
Ajman Ajman Strategic Holding UAE Bucksport Sovereign Strategic Investment Fund: $40.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: NovaQuest Private Equity Fund II, L.P. (2025 Vintage) · New Enterprise Associates X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+521 Additional Institutional LPs Report Shared Vehicles with Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 22 total tracked records for Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (524 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 Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Infrastructure LPs →Private Credit LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Monterey, CA; Headquarters: Monterey, CA). Across 22 historical disclosure records tracked on Prilago ($2.00B total parsed USD across disclosed rows), the median disclosed amount is $76.0M (range: $54.0M to $169.6M).

Which private-market strategies appear in Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Infrastructure, Private Credit, Venture Capital, Distressed / Special Situations. Open preview records include NovaQuest Private Equity Fund II, L.P. (2025 Vintage), New Enterprise Associates X (2025 Vintage), NB/NJ Custom Investment Fund IV, L.P. (2025 Vintage), NOVA Infrastructure Fund II L.P. (2025 Vintage).

How are Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Carmel Valley Farmington Valley Ravenscroft 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 Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carmel-valley-farmington-valley-ravenscroft-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 Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Carmel Valley Farmington Valley Ravenscroft Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 524 institutional LPs across 21 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 Blackstone Valley Brandywine Valley Livingston Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. NovaQuest Private Equity Fund II, L.P. (2025 Vintage)), Lsv Asset Management (9 shared vehicles, e.g. New Enterprise Associates X (2025 Vintage)), Ajman Ajman Strategic Holding UAE Bucksport Sovereign Strategic Investment Fund (9 shared vehicles, e.g. NB/NJ Custom Investment Fund IV, L.P. (2025 Vintage)).

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