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

Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

$25.1B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.40B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Secondaries, Real Estate (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
$2.40B
Total AUM: $25.1B
Median Disclosed Amount
$80.5M
Range: $54.0M – $166.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
1 Gatekeepers · 4 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 — Chagrin Valley Bluegrass Kavanagh 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
Blue Owl Strategic Equity Fund VIAdviser 7.B Vehicle Secondaries 2025
$139.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Strategic Partners Fund IXAdviser 7.B Vehicle Secondaries 2025
$112.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Berkshire Fund XIAdviser 7.B Vehicle Buyout 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
Greenoaks Capital Opportunities Fund V LPAdviser 7.B Vehicle Buyout 2025
$130.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Banner Ridge Secondary VAdviser 7.B Vehicle Secondaries 2025
$108.4M
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 — Chagrin Valley Bluegrass Kavanagh 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

Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory (Chagrin Falls, OH) 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 2025-08-13

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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 — Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

644 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory (26 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 10 Shared Vehicles

Wealthspire Retirement Advisory

OCIO / Wealth RIA Aliso Viejo, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Strategic Partners Fund IX (2025 Vintage)
Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory: $112.5M · SEC Form ADV 7.B
Wealthspire Retirement Advisory: $27.5M · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl Strategic Equity Fund VI (2023 Vintage) · Blue Owl First Lien II (2023 Vintage)

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

Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Credit Income Fund VI (2025 Vintage)
Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory: $67.0M · SEC Form ADV 7.B
Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account: $85.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blue Owl First Lien II (2023 Vintage) · Blue Owl GP Stakes V (2022 Vintage)

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

Brandywine Valley Cedar Rapids Prescott Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Wilmington, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Strategic Equity Fund VI (2023 Vintage)
Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory: $139.5M · SEC Form ADV 7.B
Brandywine Valley Cedar Rapids Prescott Private Markets Primary & GP Seeder Fund-of-Funds: $77.0M · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl Strategic Partners Fund IX (2025 Vintage) · Blue Owl Strategic Equity Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+641 Additional Institutional LPs Report Shared Vehicles with Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Chagrin Valley Bluegrass Kavanagh 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 (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 Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Secondaries LPs →Real Estate LPs →

Frequently Asked Questions: Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Chagrin Falls, OH). Across 26 historical disclosure records tracked on Prilago ($2.40B total parsed USD across disclosed rows), the median disclosed amount is $80.5M (range: $54.0M to $166.3M).

Which private-market strategies appear in Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Secondaries, Real Estate. Open preview records include Blue Owl Strategic Equity Fund VI (2025 Vintage), Blue Owl Strategic Partners Fund IX (2025 Vintage), Berkshire Fund XI (2025 Vintage), Greenoaks Capital Opportunities Fund V LP (2025 Vintage).

How are Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Chagrin Valley Bluegrass Kavanagh 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 Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chagrin-valley-bluegrass-kavanagh-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 Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 644 institutional LPs across 26 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 Wealthspire Retirement Advisory (10 shared vehicles, e.g. Blue Owl Strategic Partners Fund IX (2025 Vintage)), Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Blue Owl Credit Income Fund VI (2025 Vintage)), Brandywine Valley Cedar Rapids Prescott Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Blue Owl Strategic Equity Fund VI (2023 Vintage)).

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