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

Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory

$19.5B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.78B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Real Estate, Private Equity, Private Credit (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.78B
Total AUM: $19.5B
Median Disclosed Amount
$60.5M
Range: $42.0M – $129.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
Strategic Partners Fund XAdviser 7.B Vehicle Secondaries 2025
$54.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Congruent Ventures IIIAdviser 7.B Vehicle Venture Capital 2025
$51.0M
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 Program VIIIAdviser 7.B Vehicle Secondaries 2025
$49.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pomona Capital XAdviser 7.B Vehicle Secondaries 2025
$59.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pantheon Global Secondary Fund VIIAdviser 7.B Vehicle Secondaries 2025
$56.0M
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 — Chautauqua Elmhurst Breckenridge 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

Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $19.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.8% Actual; $429.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$193M–$365M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.8% actual on $19.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory

614 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory (24 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 10 Shared Vehicles

Select Equity Group

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Great Hill VIII (2023 Vintage)
Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B
Select Equity Group: $46.2M · SEC Form ADV 7.B

Additional shared vehicles: Great Hill VII (2023 Vintage) · Great Hill Equity Partners VIII (2022 Vintage)

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

Guadalupe Brandywine Valley Beaumont Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Kerrville, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Great Hill VII (2023 Vintage)
Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory: $60.5M · SEC Form ADV 7.B
Guadalupe Brandywine Valley Beaumont Industrial Consolidated Master Retirement Trust: $21.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Great Hill VIII (2023 Vintage) · Great Hill Equity Partners VIII (2022 Vintage)

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

Broadmoor Finger Lakes Kingsley University Foundation & Endowment Pool

University Endowment Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Great Hill Equity Partners VIII (2022 Vintage)
Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory: $56.0M · SEC Form ADV 7.B
Broadmoor Finger Lakes Kingsley University Foundation & Endowment Pool: $34.5M · IRS Form 990 Sched D

Additional shared vehicles: Great Hill VIII (2023 Vintage) · Great Hill VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+611 Additional Institutional LPs Report Shared Vehicles with Chautauqua Elmhurst Breckenridge 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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Request Pilot Access to Full Workspace Data for Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (614 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Jamestown, NY). Across 25 historical disclosure records tracked on Prilago ($1.78B total parsed USD across disclosed rows), the median disclosed amount is $60.5M (range: $42.0M to $129.1M).

Which private-market strategies appear in Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Secondaries, Real Estate, Private Equity, Private Credit. Open preview records include Strategic Partners Fund X (2025 Vintage), Congruent Ventures III (2025 Vintage), AlpInvest Secondaries Program VIII (2025 Vintage), Pomona Capital X (2025 Vintage).

How are Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Chautauqua Elmhurst Breckenridge 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 Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chautauqua-elmhurst-breckenridge-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 Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chautauqua Elmhurst Breckenridge Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 614 institutional LPs across 24 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 Select Equity Group (10 shared vehicles, e.g. Great Hill VIII (2023 Vintage)), Guadalupe Brandywine Valley Beaumont Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Great Hill VII (2023 Vintage)), Broadmoor Finger Lakes Kingsley University Foundation & Endowment Pool (8 shared vehicles, e.g. Great Hill Equity Partners VIII (2022 Vintage)).

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