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

Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

$22.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.39B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Private Equity, Infrastructure, 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$2.39B
Total AUM: $22.0B
Median Disclosed Amount
$89.2M
Range: $47.0M – $149.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
DRA Master XIAdviser 7.B Vehicle Real Estate 2025
$117.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
DE Shaw Diopter IIAdviser 7.B Vehicle Private Equity 2025
$111.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2025
$52.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NOVA Infrastructure Fund I L.P.Adviser 7.B Vehicle Infrastructure 2025
$149.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 2025
$58.0M
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 — Chappaqua Hiwassee Beaumont 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 Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $22.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 15.5% Actual; $660.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$297M–$561M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 15.5% actual on $22.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

517 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory (27 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 15 Shared Vehicles

Contoocook Harbor Springs Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Concord, NH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DRA Master XI (2023 Vintage)
Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory: $117.0M · SEC Form ADV 7.B
Contoocook Harbor Springs Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds: $128.2M · SEC Form ADV 7.B

Additional shared vehicles: DE Shaw Diopter II (2023 Vintage) · DRA Growth and Income Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Wilmington Trust Investment Advisors, Inc.

OCIO / Wealth RIA Wilmington, DE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DE Shaw Diopter II (2023 Vintage)
Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory: $111.0M · SEC Form ADV 7.B
Wilmington Trust Investment Advisors, Inc.: $87.0M · SEC Form ADV 7.B

Additional shared vehicles: DRA Master XI (2023 Vintage) · DRA Growth and Income Fund XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DRA Growth and Income Fund XI (2022 Vintage)
Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory: $111.0M · SEC Form ADV 7.B
Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account: $110.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: DRA Master XI (2023 Vintage) · DE Shaw Diopter II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+514 Additional Institutional LPs Report Shared Vehicles with Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 27 total tracked records for Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (517 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 Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory

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

Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Chappaqua, NY). Across 27 historical disclosure records tracked on Prilago ($2.39B total parsed USD across disclosed rows), the median disclosed amount is $89.2M (range: $47.0M to $149.7M).

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

Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Real Estate, Private Equity, Infrastructure, Venture Capital. Open preview records include DRA Master XI (2025 Vintage), DE Shaw Diopter II (2025 Vintage), Churchill Middle Market Senior Loan Fund V (2025 Vintage), NOVA Infrastructure Fund I L.P. (2025 Vintage).

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

Records for Chappaqua Hiwassee Beaumont 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 Hiwassee Beaumont 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-hiwassee-beaumont-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 Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chappaqua Hiwassee Beaumont Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 517 institutional LPs across 27 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 Contoocook Harbor Springs Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds (15 shared vehicles, e.g. DRA Master XI (2023 Vintage)), Wilmington Trust Investment Advisors, Inc. (14 shared vehicles, e.g. DE Shaw Diopter II (2023 Vintage)), Green Mountain Cocheco Kavanagh Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. DRA Growth and Income Fund XI (2022 Vintage)).

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