Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Colorado Springs, CO

Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

$9.3B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($932.2M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Private Equity, Private Credit, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$932.2M
Total AUM: $9.3B
Median Disclosed Amount
$31.8M
Range: $20.0M – $65.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Eilser Multi-Strategy Fund, L.P.Adviser 7.B Vehicle Multi-Strategy 2025
$25.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SONJ Private Opportunities Fund III, L.P.Adviser 7.B Vehicle Buyout 2025
$22.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Energy Transition Fund IIAdviser 7.B Vehicle Infrastructure 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HighVista Private Equity X LPAdviser 7.B Vehicle Private Equity 2025
$50.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HighVista Credit IIAdviser 7.B Vehicle Private Credit 2025
$42.4M
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 — Cheyenne Mountain Housatonic Weatherby 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

Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory (Colorado Springs, CO) committed $25.0M to Eilser Multi-Strategy Fund, L.P. (Multi-Strategy sleeve) under its 2025 private markets pacing program ($241.8M allocation gap toward a 19.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-21

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

589 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory (25 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 14 Shared Vehicles

Cranbrook Evangeline Macallister Mutual & Casualty Insurance General Account

Insurance Company Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Paine Schwartz VI (2022 Vintage)
Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory: $48.0M · SEC Form ADV 7.B
Cranbrook Evangeline Macallister Mutual & Casualty Insurance General Account: $96.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Palistar Communications Infrastructure Fund II, L.P. (2022 Vintage) · Heitman Value Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Calcasieu Candlelight Sterling Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Palistar Communications Infrastructure Fund II, L.P. (2022 Vintage)
Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory: $47.0M · SEC Form ADV 7.B
Calcasieu Candlelight Sterling Private Markets Primary & GP Seeder Fund-of-Funds: $80.2M · SEC Form ADV 7.B

Additional shared vehicles: Paine Schwartz VI (2022 Vintage) · Pantheon Global Infrastructure IV (2021 Vintage)

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

Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust

Institutional Trust Ellsworth, ME
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pantheon Global Infrastructure IV (2021 Vintage)
Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory: $44.2M · SEC Form ADV 7.B
Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust: $15.2M · IRS Form 990 Sched D

Additional shared vehicles: Pantheon Global Infrastructure Fund V (2021 Vintage) · Pamlico Capital V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+586 Additional Institutional LPs Report Shared Vehicles with Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (589 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Colorado Springs, CO). Across 26 historical disclosure records tracked on Prilago ($932.2M total parsed USD across disclosed rows), the median disclosed amount is $31.8M (range: $20.0M to $65.0M).

Which private-market strategies appear in Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory has disclosed records across Infrastructure, Buyout, Private Equity, Private Credit, Real Estate. Open preview records include Eilser Multi-Strategy Fund, L.P. (2025 Vintage), SONJ Private Opportunities Fund III, L.P. (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), HighVista Private Equity X LP (2025 Vintage).

How are Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Cheyenne Mountain Housatonic Weatherby 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 Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cheyenne-mountain-housatonic-weatherby-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 Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cheyenne Mountain Housatonic Weatherby Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 589 institutional LPs across 25 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 Cranbrook Evangeline Macallister Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. Paine Schwartz VI (2022 Vintage)), Calcasieu Candlelight Sterling Private Markets Primary & GP Seeder Fund-of-Funds (13 shared vehicles, e.g. Palistar Communications Infrastructure Fund II, L.P. (2022 Vintage)), Hancock Elmhurst Holmberg Permanent Endowment & Fiduciary Trust (10 shared vehicles, e.g. Pantheon Global Infrastructure IV (2021 Vintage)).

Related OCIO / Wealth RIA & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

Colorado PERA (830)New Mexico State Investment Council (676)Arizona SRS (411)New Mexico PERA (361)Idaho PERSI (234)Wyoming WRS (60)New Mexico ERB (55)DERP (Denver Employees Retirement) (37)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)