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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Chappaqua, NY

Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

$23.5B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.40B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Infrastructure, 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
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.40B
Total AUM: $23.5B
Median Disclosed Amount
$76.2M
Range: $50.0M – $147.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
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 — Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 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
Cornwall Domestic, LPAdviser 7.B Vehicle Buyout 2025
$109.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Contour Venture Partners V-A, LPAdviser 7.B Vehicle Venture Capital 2025
$102.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sycamore Partners IVAdviser 7.B Vehicle Buyout 2025
$59.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hammes Partners IVAdviser 7.B Vehicle Buyout 2025
$134.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic Partners (GAPE) XVAdviser 7.B Vehicle Growth Equity 2025
$95.8M
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 — Chappaqua Carillon Bergstrom 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

Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $23.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.8% Actual; $517.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$233M–$439M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.8% actual on $23.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-24

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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 — Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

548 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory (29 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 16 Shared Vehicles

Mio Partners, Inc.

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cornwall Domestic, LP (2023 Vintage)
Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory: $109.2M · SEC Form ADV 7.B
Mio Partners, Inc.: $131.8M · SEC Form ADV 7.B

Additional shared vehicles: Contour Venture Partners V-A, LP (2023 Vintage) · Comvest Credit Partners 2023, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Contour Venture Partners V-A, LP (2023 Vintage)
Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory: $102.8M · SEC Form ADV 7.B
Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory: $62.0M · SEC Form ADV 7.B

Additional shared vehicles: Comvest Credit Partners 2023, L.P. (2023 Vintage) · Collective Global I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Wiesbaden WIBank Hessen Sovereign Investment Fund Atchafalaya Sovereign Strategic Investment Fund

Sovereign Wealth Fund Wiesbaden, WIBank
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Comvest Credit Partners 2023, L.P. (2023 Vintage)
Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory: $70.5M · SEC Form ADV 7.B
Wiesbaden WIBank Hessen Sovereign Investment Fund Atchafalaya Sovereign Strategic Investment Fund: $58.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Collective Global I (2023 Vintage) · Coefficient Capital Apex Fund I, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+545 Additional Institutional LPs Report Shared Vehicles with Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 29 total tracked records for Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (548 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 Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Chappaqua, NY). Across 29 historical disclosure records tracked on Prilago ($2.40B total parsed USD across disclosed rows), the median disclosed amount is $76.2M (range: $50.0M to $147.0M).

Which private-market strategies appear in Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Credit, Infrastructure, Real Estate. Open preview records include Cornwall Domestic, LP (2025 Vintage), Contour Venture Partners V-A, LP (2025 Vintage), Sycamore Partners IV (2025 Vintage), Hammes Partners IV (2025 Vintage).

How are Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Chappaqua Carillon Bergstrom 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 Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chappaqua-carillon-bergstrom-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 Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chappaqua Carillon Bergstrom Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 548 institutional LPs across 29 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 Mio Partners, Inc. (16 shared vehicles, e.g. Cornwall Domestic, LP (2023 Vintage)), Breckenridge Chestnut Hill Bernstein Institutional Outsourced CIO & Wealth Advisory (15 shared vehicles, e.g. Contour Venture Partners V-A, LP (2023 Vintage)), Wiesbaden WIBank Hessen Sovereign Investment Fund Atchafalaya Sovereign Strategic Investment Fund (13 shared vehicles, e.g. Comvest Credit Partners 2023, L.P. (2023 Vintage)).

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