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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Waltham, MA HQ: Waltham, MA

Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory

$23.5B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.79B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, Growth Equity (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
$1.79B
Total AUM: $23.5B
Median Disclosed Amount
$77.0M
Range: $50.0M – $147.0M
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 — Charles River Amador Valley Prescott 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
DataTribe IIIAdviser 7.B Vehicle Venture Capital 2025
$98.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners VII, LPAdviser 7.B Vehicle Buyout 2025
$62.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hancock Timberland & Farmland, L.P.Adviser 7.B Vehicle Natural Resources 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
MHR Institutional Partners IIA, LPAdviser 7.B Vehicle Buyout 2025
$50.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Deerfield Healthcare Innovations Fund IIAdviser 7.B Vehicle Venture Capital 2021
$113.2M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Charles River Amador Valley Prescott 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

Charles River Amador Valley Prescott 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 2025-05-23

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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 — Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory

412 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Charles River Amador Valley Prescott 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

Apogem Capital (New York Life FoF)

Fund of Funds / Seeder New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DataTribe III (2025 Vintage)
Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory: $98.8M · SEC Form ADV 7.B
Apogem Capital (New York Life FoF): $101.2M · SEC Form ADV 7.B

Additional shared vehicles: Deerfield Healthcare Innovations Fund II (2021 Vintage) · Deerpath Capital VI (2021 Vintage)

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

Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Deerfield Healthcare Innovations Fund II (2021 Vintage)
Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory: $113.2M · SEC Form ADV 7.B
Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account: $96.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: DataTribe III (2025 Vintage) · Deerpath Capital VI (2021 Vintage)

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

Breckenridge Hudson Valley Beaumont Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Deerpath Capital VI (2021 Vintage)
Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory: $110.0M · SEC Form ADV 7.B
Breckenridge Hudson Valley Beaumont Private Markets Primary & GP Seeder Fund-of-Funds: $72.0M · SEC Form ADV 7.B

Additional shared vehicles: DataTribe III (2025 Vintage) · Deerfield Healthcare Innovations Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+409 Additional Institutional LPs Report Shared Vehicles with Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Charles River Amador Valley Prescott 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 (412 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 Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Waltham, MA; Headquarters: Waltham, MA). Across 21 historical disclosure records tracked on Prilago ($1.79B total parsed USD across disclosed rows), the median disclosed amount is $77.0M (range: $50.0M to $147.0M).

Which private-market strategies appear in Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Growth Equity. Open preview records include DataTribe III (2025 Vintage), American Industrial Partners VII, LP (2025 Vintage), Hancock Timberland & Farmland, L.P. (2025 Vintage), MHR Institutional Partners IIA, LP (2025 Vintage).

How are Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Charles River Amador Valley Prescott 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 Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/charles-river-amador-valley-prescott-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 Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Charles River Amador Valley Prescott Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 412 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 Apogem Capital (New York Life FoF) (9 shared vehicles, e.g. DataTribe III (2025 Vintage)), Green Mountain Elkhart Bellingham Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Deerfield Healthcare Innovations Fund II (2021 Vintage)), Breckenridge Hudson Valley Beaumont Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Deerpath Capital VI (2021 Vintage)).

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