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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mid-Atlantic / DC Metro HQ: Bethesda, MD

Chevy Chase Trust Company

$44.9B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($3.37B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Private Credit, Private 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
28
5 Open Source Trails Below
Sum of Disclosed Rows
$3.37B
Total AUM: $44.9B
Median Disclosed Amount
$96.8M
Range: $15.0M – $314.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
2 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 — Chevy Chase Trust Company

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
AEW Senior Housing Investors III, LPAdviser 7.B Vehicle Real Estate 2025
$314.1M
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 Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 2025
$259.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Tiger Iron Garden Fund. L.P.Adviser 7.B Vehicle Private Equity 2025
$232.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Covenant Affordable Housing Fund I LPAdviser 7.B Vehicle Real Estate 2024
$25.0M
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
J2 Ventures Argonne Fund, L.P.Adviser 7.B Vehicle Venture Capital 2024
$232.2M
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 — Chevy Chase Trust Company

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

Allocation-Policy / Pacing Update

Chevy Chase Trust Company (OCIO / Wealth RIA, $44.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $359.4M Unallocated Target Bandwidth). SEC Form ADV (801-55134, CRD #110742) verified $44.92B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 (2) 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 — Chevy Chase Trust Company

766 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chevy Chase Trust Company (26 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 13 Shared Vehicles

Caddo Lake Cowlitz Holmberg Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oak HC/FT Partners V (2022 Vintage)
Chevy Chase Trust Company: $102.5M · SEC Form ADV 7.B
Caddo Lake Cowlitz Holmberg Industrial Consolidated Master Retirement Trust: $62.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: OakTree Special Situations Fund III (2022 Vintage) · Oakley Capital V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Hamilton Lane Fund-of-Funds & Horizon Platform

Fund of Funds / Seeder Conshohocken, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Shore Capital Healthcare Partners Fund V (2023 Vintage)
Chevy Chase Trust Company: $30.0M · SEC Form ADV 7.B
Hamilton Lane Fund-of-Funds & Horizon Platform: $20.0M · SEC Form ADV 7.B

Additional shared vehicles: Oak HC/FT Partners V (2022 Vintage) · OakTree Special Situations Fund III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Longview, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OakTree Special Situations Fund III (2022 Vintage)
Chevy Chase Trust Company: $100.5M · SEC Form ADV 7.B
Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust: $36.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Power Opportunities Fund IV (2022 Vintage) · Oakley Capital V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+763 Additional Institutional LPs Report Shared Vehicles with Chevy Chase Trust Company

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chevy Chase Trust Company

You are viewing 5 open public preview records (out of 28 total tracked records for Chevy Chase Trust Company) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (766 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Chevy Chase Trust Company

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

Frequently Asked Questions: Chevy Chase Trust Company

What type of institutional allocator is Chevy Chase Trust Company and what is their typical disclosed ticket size?

Chevy Chase Trust Company is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Bethesda, MD). Across 28 historical disclosure records tracked on Prilago ($3.37B total parsed USD across disclosed rows), the median disclosed amount is $96.8M (range: $15.0M to $314.1M).

Which private-market strategies appear in Chevy Chase Trust Company's public disclosures?

Chevy Chase Trust Company has disclosed records across Buyout, Venture Capital, Real Estate, Private Credit, Private Equity. Open preview records include AEW Senior Housing Investors III, LP (2025 Vintage), Blue Owl Credit Opportunities Fund VI (2025 Vintage), Tiger Iron Garden Fund. L.P. (2025 Vintage), Covenant Affordable Housing Fund I LP (2024 Vintage).

How are Chevy Chase Trust Company's historical records substantiated and separated from active searches on Prilago?

Records for Chevy Chase Trust Company 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 Chevy Chase Trust Company's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chevy-chase-trust-company or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Chevy Chase Trust Company?

In Prilago's bilateral commitment graph, Chevy Chase Trust Company shares resolved underlying fund vehicles with 766 institutional LPs across 26 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 Caddo Lake Cowlitz Holmberg Industrial Consolidated Master Retirement Trust (13 shared vehicles, e.g. Oak HC/FT Partners V (2022 Vintage)), Hamilton Lane Fund-of-Funds & Horizon Platform (10 shared vehicles, e.g. Shore Capital Healthcare Partners Fund V (2023 Vintage)), Cowlitz Chestnut Hill Caldwell Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. OakTree Special Situations Fund III (2022 Vintage)).

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