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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Portland, ME HQ: Portland, ME

Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

$22.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.60B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.60B
Total AUM: $22.6B
Median Disclosed Amount
$64.2M
Range: $48.0M – $145.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
iCON Infrastructure Partners VI LPAdviser 7.B Vehicle Infrastructure 2025
$69.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Acrew Capital Fund III, L.P.Adviser 7.B Vehicle Buyout 2025
$67.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Khosla Ventures Seed G. L.P.Adviser 7.B Vehicle Venture Capital 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
o15 Emerging America Credit Opportunities Fund LPAdviser 7.B Vehicle Private Credit 2025
$56.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Terracap Partners IV LPAdviser 7.B Vehicle Real Estate 2025
$50.0M
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 — Casco Bay Green Mountain Sinclair 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

Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $22.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.3% Actual; $497.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$224M–$423M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.3% actual on $22.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

684 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Casco Bay Green Mountain Sinclair 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 9 Shared Vehicles

Vaughan Nelson Investment Management

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Woodline Spire Fund LP (2025 Vintage)
Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory: $119.8M · SEC Form ADV 7.B
Vaughan Nelson Investment Management: $31.5M · SEC Form ADV 7.B

Additional shared vehicles: iCON Infrastructure Partners VI LP (2025 Vintage) · Wind Point Partners X (2025 Vintage)

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

Allegheny Valley Great Plains Carrington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
iCON Infrastructure Partners VI LP (2025 Vintage)
Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory: $69.5M · SEC Form ADV 7.B
Allegheny Valley Great Plains Carrington Private Markets Primary & GP Seeder Fund-of-Funds: $131.0M · SEC Form ADV 7.B

Additional shared vehicles: Woodline Spire Fund LP (2025 Vintage) · Wind Point Partners X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Bluegrass Fairhope Stanfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Lexington, KY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wind Point Partners X (2025 Vintage)
Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory: $64.2M · SEC Form ADV 7.B
Bluegrass Fairhope Stanfield Private Markets Primary & GP Seeder Fund-of-Funds: $17.5M · SEC Form ADV 7.B

Additional shared vehicles: Woodline Spire Fund LP (2025 Vintage) · iCON Infrastructure Partners VI LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+681 Additional Institutional LPs Report Shared Vehicles with Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (684 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Buyout LPs →Venture Capital LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Portland, ME; Headquarters: Portland, ME). Across 21 historical disclosure records tracked on Prilago ($1.60B total parsed USD across disclosed rows), the median disclosed amount is $64.2M (range: $48.0M to $145.6M).

Which private-market strategies appear in Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Venture Capital, Real Estate, Infrastructure. Open preview records include iCON Infrastructure Partners VI LP (2025 Vintage), Acrew Capital Fund III, L.P. (2025 Vintage), Khosla Ventures Seed G. L.P. (2025 Vintage), o15 Emerging America Credit Opportunities Fund LP (2025 Vintage).

How are Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Casco Bay Green Mountain Sinclair 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 Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/casco-bay-green-mountain-sinclair-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 Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Casco Bay Green Mountain Sinclair Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 684 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 Vaughan Nelson Investment Management (9 shared vehicles, e.g. Woodline Spire Fund LP (2025 Vintage)), Allegheny Valley Great Plains Carrington Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. iCON Infrastructure Partners VI LP (2025 Vintage)), Bluegrass Fairhope Stanfield Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Wind Point Partners X (2025 Vintage)).

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