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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Portland, ME HQ: Portland, ME

Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

$6.1B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($489.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Multi-Strategy, Venture Capital, Growth Equity, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$489.3M
Total AUM: $6.1B
Median Disclosed Amount
$20.0M
Range: $13.0M – $60.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Two Sigma Absolute Return Enhanced Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$51.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Two Sigma Spectrum US Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$35.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP Ventures IIAdviser 7.B Vehicle Venture Capital 2025
$33.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$22.8M
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 — Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform (Portland, ME) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($134.2M allocation gap toward a 27.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-24

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

628 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform (17 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 9 Shared Vehicles

Carrabassett Finger Lakes Sandberg University Foundation & Endowment Pool

University Endowment Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Olympus Growth Fund VIII (2025 Vintage)
Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform: $18.0M · SEC Form ADV 7.B
Carrabassett Finger Lakes Sandberg University Foundation & Endowment Pool: $18.0M · IRS Form 990 Sched D

Additional shared vehicles: Kelso Investment Associates XI (2025 Vintage) · Wynnchurch Capital Partners VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Breckenridge Hudson Valley Beaumont Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kelso Investment Associates XI (2025 Vintage)
Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
Breckenridge Hudson Valley Beaumont Private Markets Primary & GP Seeder Fund-of-Funds: $58.0M · SEC Form ADV 7.B

Additional shared vehicles: Olympus Growth Fund VIII (2025 Vintage) · Wynnchurch Capital Partners VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Caddo Lake Haverford Worthington Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wynnchurch Capital Partners VI (2025 Vintage)
Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform: $15.0M · SEC Form ADV 7.B
Caddo Lake Haverford Worthington Mutual & Casualty Insurance General Account: $34.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Olympus Growth Fund VIII (2025 Vintage) · Kelso Investment Associates XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+625 Additional Institutional LPs Report Shared Vehicles with Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

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 Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 17 total tracked records for Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (628 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 Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

Buyout LPs →Multi-Strategy LPs →Venture Capital LPs →Growth Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform

What type of institutional allocator is Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Portland, ME; Headquarters: Portland, ME). Across 17 historical disclosure records tracked on Prilago ($489.3M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $13.0M to $60.6M).

Which private-market strategies appear in Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform's public disclosures?

Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform has disclosed records across Buyout, Multi-Strategy, Venture Capital, Growth Equity, Infrastructure. Open preview records include Two Sigma Absolute Return Enhanced Fund LP (2025 Vintage), Two Sigma Spectrum US Fund LP (2025 Vintage), UP Ventures II (2025 Vintage), Wynnchurch Capital Partners VI (2025 Vintage).

How are Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform 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 Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/casco-bay-chelan-alderwood-multi-family-office-private-capital-platform or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Casco Bay Chelan Alderwood Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 628 institutional LPs across 17 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 Carrabassett Finger Lakes Sandberg University Foundation & Endowment Pool (9 shared vehicles, e.g. Olympus Growth Fund VIII (2025 Vintage)), Breckenridge Hudson Valley Beaumont Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Kelso Investment Associates XI (2025 Vintage)), Caddo Lake Haverford Worthington Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Wynnchurch Capital Partners VI (2025 Vintage)).

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