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

Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform

$5.5B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($673.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Venture Capital, Secondaries, 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$673.0M
Total AUM: $5.5B
Median Disclosed Amount
$28.5M
Range: $13.0M – $52.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
ICV Partners V, LPAdviser 7.B Vehicle Buyout 2025
$20.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Berkshire Fund XIAdviser 7.B Vehicle Buyout 2025
$18.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Strategic Equity Fund IVAdviser 7.B Vehicle Secondaries 2025
$41.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Securities Partners IXAdviser 7.B Vehicle Buyout 2025
$17.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Welsh Carson Anderson & Stowe XIVAdviser 7.B Vehicle Buyout 2025
$16.0M
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 — Chemung Guadalupe Montgomery 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

Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform (Elmira, NY) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($143.0M allocation gap toward a 26.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-23

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform

554 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform (17 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 7 Shared Vehicles

Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Fund XI (2025 Vintage)
Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform: $18.0M · SEC Form ADV 7.B
Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory: $69.0M · SEC Form ADV 7.B

Additional shared vehicles: American Securities Partners IX (2025 Vintage) · Welsh Carson Anderson & Stowe XIV (2025 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Welsh Carson Anderson & Stowe XIV (2025 Vintage)
Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform: $16.0M · SEC Form ADV 7.B
New York State Common Retirement Fund: $250.0M · CAFR / Board Packet (2022 ACFR p.143)

Additional shared vehicles: GTCR XIV (2025 Vintage) · Hg Genesis 10 (2023 Vintage)

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

Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Securities Partners IX (2025 Vintage)
Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform: $17.0M · SEC Form ADV 7.B
Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account: $94.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Berkshire Fund XI (2025 Vintage) · Welsh Carson Anderson & Stowe XIV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+551 Additional Institutional LPs Report Shared Vehicles with Chemung Guadalupe Montgomery 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 Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 24 total tracked records for Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (554 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 Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform

Buyout LPs →Infrastructure LPs →Venture Capital LPs →Secondaries LPs →Private Credit LPs →

Frequently Asked Questions: Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform

What type of institutional allocator is Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Elmira, NY). Across 24 historical disclosure records tracked on Prilago ($673.0M total parsed USD across disclosed rows), the median disclosed amount is $28.5M (range: $13.0M to $52.7M).

Which private-market strategies appear in Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform's public disclosures?

Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform has disclosed records across Buyout, Infrastructure, Venture Capital, Secondaries, Private Credit. Open preview records include ICV Partners V, LP (2025 Vintage), Berkshire Fund XI (2025 Vintage), Blue Owl Strategic Equity Fund IV (2025 Vintage), American Securities Partners IX (2025 Vintage).

How are Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Chemung Guadalupe Montgomery 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 Chemung Guadalupe Montgomery 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/chemung-guadalupe-montgomery-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 Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Chemung Guadalupe Montgomery Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 554 institutional LPs across 17 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 Chagrin Valley Bluegrass Kavanagh Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. Berkshire Fund XI (2025 Vintage)), New York State Common Retirement Fund (6 shared vehicles, e.g. Welsh Carson Anderson & Stowe XIV (2025 Vintage)), Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. American Securities Partners IX (2025 Vintage)).

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