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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Heartland / Plains (MO / IA / OK / KS / NE) HQ: Cedar Rapids, IA

Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

$25.1B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.47B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Growth Equity, Real Estate, 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.47B
Total AUM: $25.1B
Median Disclosed Amount
$92.2M
Range: $54.0M – $166.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Bain Capital Tech Opportunities Fund IIIAdviser 7.B Vehicle Growth Equity 2025
$129.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Newlight Senior Credit Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2025
$69.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Frazier Healthcare Growth XIAdviser 7.B Vehicle Growth Equity 2025
$60.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NGP Royalty Partners IIAdviser 7.B Vehicle Real Assets 2025
$166.3M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Carlyle Infrastructure Partners IIIAdviser 7.B Vehicle Infrastructure 2025
$151.8M
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 — Cedar Rapids Cheyenne Mountain Gallagher 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

Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory (Cedar Rapids, IA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($753.0M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 — Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

508 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory (22 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

Commonfund Capital

Fund of Funds / Seeder Wilton, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Tech Opportunities Fund III (2025 Vintage)
Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory: $129.0M · SEC Form ADV 7.B
Commonfund Capital: $137.5M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Real Estate Fund V (2023 Vintage) · Bain Capital Special Situations Fund II (2022 Vintage)

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

Hocking Hills Feather River Sterling Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Real Estate Fund V (2023 Vintage)
Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory: $91.5M · SEC Form ADV 7.B
Hocking Hills Feather River Sterling Industrial Consolidated Master Retirement Trust: $36.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Tech Opportunities Fund III (2025 Vintage) · Bain Capital Special Situations Fund II (2022 Vintage)

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

Walt Disney Company Master Retirement Trust

Corporate Pension Plan Burbank, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Special Situations Fund II (2022 Vintage)
Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory: $129.8M · SEC Form ADV 7.B
Walt Disney Company Master Retirement Trust: $64.5M · SEC EDGAR Filing

Additional shared vehicles: Bain Capital Tech Opportunities Fund III (2025 Vintage) · Bain Capital Venture Coinvestment Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+505 Additional Institutional LPs Report Shared Vehicles with Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (508 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 Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

Frequently Asked Questions: Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Heartland / Plains (MO / IA / OK / KS / NE); Headquarters: Cedar Rapids, IA). Across 26 historical disclosure records tracked on Prilago ($2.47B total parsed USD across disclosed rows), the median disclosed amount is $92.2M (range: $54.0M to $166.3M).

Which private-market strategies appear in Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Growth Equity, Real Estate, Venture Capital. Open preview records include Bain Capital Tech Opportunities Fund III (2025 Vintage), Newlight Senior Credit Opportunities Fund IV (2025 Vintage), Frazier Healthcare Growth XI (2025 Vintage), NGP Royalty Partners II (2025 Vintage).

How are Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Cedar Rapids Cheyenne Mountain Gallagher 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 Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cedar-rapids-cheyenne-mountain-gallagher-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 Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cedar Rapids Cheyenne Mountain Gallagher Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 508 institutional LPs across 22 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 Commonfund Capital (10 shared vehicles, e.g. Bain Capital Tech Opportunities Fund III (2025 Vintage)), Hocking Hills Feather River Sterling Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Bain Capital Real Estate Fund V (2023 Vintage)), Walt Disney Company Master Retirement Trust (9 shared vehicles, e.g. Bain Capital Special Situations Fund II (2022 Vintage)).

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