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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Burlington, VT

Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory

$15.5B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.24B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Private Credit, Secondaries (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
$1.24B
Total AUM: $15.5B
Median Disclosed Amount
$48.2M
Range: $33.0M – $108.3M
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 — Champlain Valley Antietam Remington 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
Advent International XIAdviser 7.B Vehicle Buyout 2025
$47.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
LFM Capital Partners II-A LPAdviser 7.B Vehicle Buyout 2025
$45.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thomas H. Lee Partners LPAdviser 7.B Vehicle Private Equity 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AlpInvest Secondaries Fund (onshore) VII, L.P.Adviser 7.B Vehicle Secondaries 2025
$98.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners Capital Fund VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$43.0M
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 — Champlain Valley Antietam Remington 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

Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $15.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.8% Actual; $341.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$153M–$290M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.8% actual on $15.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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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 — Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory

470 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Champlain Valley Antietam Remington 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

Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE Andromeda Investments IV (2025 Vintage)
Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory: $63.2M · SEC Form ADV 7.B
Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $46.5M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield SREP V (2023 Vintage) · Brookfield SuperCore Co In III (2023 Vintage)

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

Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SREP V (2023 Vintage)
Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory: $74.0M · SEC Form ADV 7.B
Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: CBRE Andromeda Investments IV (2025 Vintage) · Brookfield SuperCore Co In III (2023 Vintage)

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

Bratislava Slovakia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund Bratislava, Slovakia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SuperCore Co In III (2023 Vintage)
Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory: $37.2M · SEC Form ADV 7.B
Bratislava Slovakia Gaston Sovereign Strategic Investment Fund: $85.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CBRE Andromeda Investments IV (2025 Vintage) · Brookfield SREP V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+467 Additional Institutional LPs Report Shared Vehicles with Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Champlain Valley Antietam Remington 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 (470 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 Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Burlington, VT). Across 21 historical disclosure records tracked on Prilago ($1.24B total parsed USD across disclosed rows), the median disclosed amount is $48.2M (range: $33.0M to $108.3M).

Which private-market strategies appear in Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Private Equity, Private Credit, Secondaries. Open preview records include Advent International XI (2025 Vintage), LFM Capital Partners II-A LP (2025 Vintage), Thomas H. Lee Partners LP (2025 Vintage), AlpInvest Secondaries Fund (onshore) VII, L.P. (2025 Vintage).

How are Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Champlain Valley Antietam Remington 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 Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/champlain-valley-antietam-remington-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 Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Champlain Valley Antietam Remington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 470 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 Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. CBRE Andromeda Investments IV (2025 Vintage)), Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Brookfield SREP V (2023 Vintage)), Bratislava Slovakia Gaston Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Brookfield SuperCore Co In III (2023 Vintage)).

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