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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Jamestown, NY

Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

$7.3B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($428.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Direct Lending, 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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$428.0M
Total AUM: $7.3B
Median Disclosed Amount
$21.0M
Range: $15.0M – $68.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Crescent Credit Dislocation Fund IIIAdviser 7.B Vehicle Private Credit 2025
$68.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree ROF VIAdviser 7.B Vehicle Private Equity 2025
$62.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2025
$50.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hg Genesis 10Adviser 7.B Vehicle Buyout 2025
$22.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PAI Partners VIIIAdviser 7.B Vehicle Buyout 2023
$19.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform (Family Office / MFO, $7.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 25.5% vs. 23.7% Actual; $131.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$59M–$112M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 25.5% vs 23.7% actual on $7.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

560 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform (13 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 6 Shared Vehicles

Battenkill Great Basin Cavendish University Foundation & Endowment Pool

University Endowment Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform: $18.0M · SEC Form ADV 7.B
Battenkill Great Basin Cavendish University Foundation & Endowment Pool: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: Astorg VIII (2025 Vintage) · Cinven Eighth Fund (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Berkshire Hills Elkhorn Kingsley Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Astorg VIII (2025 Vintage)
Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform: $17.0M · SEC Form ADV 7.B
Berkshire Hills Elkhorn Kingsley Permanent Endowment & Fiduciary Trust: $19.0M · IRS Form 990 Sched D

Additional shared vehicles: Bridgepoint Europe VII (2025 Vintage) · Cinven Eighth Fund (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Calumet Cimarron Sandberg Mutual & Casualty Insurance General Account

Insurance Company Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cinven Eighth Fund (2025 Vintage)
Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
Calumet Cimarron Sandberg Mutual & Casualty Insurance General Account: $67.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bridgepoint Europe VII (2025 Vintage) · Astorg VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+557 Additional Institutional LPs Report Shared Vehicles with Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

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 Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 13 total tracked records for Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (560 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 Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

Buyout LPs →Private Credit LPs →Private Equity LPs →Direct Lending LPs →Venture Capital LPs →

Frequently Asked Questions: Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform

What type of institutional allocator is Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Jamestown, NY). Across 13 historical disclosure records tracked on Prilago ($428.0M total parsed USD across disclosed rows), the median disclosed amount is $21.0M (range: $15.0M to $68.5M).

Which private-market strategies appear in Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform's public disclosures?

Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform has disclosed records across Buyout, Private Credit, Private Equity, Direct Lending, Venture Capital. Open preview records include Crescent Credit Dislocation Fund III (2025 Vintage), Oaktree ROF VI (2025 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage), Hg Genesis 10 (2025 Vintage).

How are Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform 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 Grand Strand Fitzgerald Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chautauqua-grand-strand-fitzgerald-multi-family-office-private-capital-platform 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 Grand Strand Fitzgerald Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Chautauqua Grand Strand Fitzgerald Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 560 institutional LPs across 13 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 Battenkill Great Basin Cavendish University Foundation & Endowment Pool (6 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)), Berkshire Hills Elkhorn Kingsley Permanent Endowment & Fiduciary Trust (6 shared vehicles, e.g. Astorg VIII (2025 Vintage)), Calumet Cimarron Sandberg Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Cinven Eighth Fund (2025 Vintage)).

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