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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Springfield, MA HQ: Springfield, MA

Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

$17.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.42B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Private Equity, 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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.42B
Total AUM: $17.4B
Median Disclosed Amount
$63.2M
Range: $37.0M – $108.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Antares CLO Fund VAdviser 7.B Vehicle Private Credit 2025
$42.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Cap Prt VIIAdviser 7.B Vehicle Private Equity 2025
$40.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hillhouse Focus Growth VAdviser 7.B Vehicle Growth Equity 2025
$85.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HighVista Private Equity XAdviser 7.B Vehicle Private Equity 2023
$71.0M
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
Astorg VIIIAdviser 7.B Vehicle Buyout 2023
$53.0M
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 — Chicopee Caddo Lake Caldwell 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

Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $17.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.4% Actual; $452.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$204M–$385M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.4% actual on $17.4B total assets). 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 (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 — Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

500 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory (20 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 8 Shared Vehicles

Osaic Wealth, Inc.

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Reach Capital IV (2022 Vintage)
Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory: $71.8M · SEC Form ADV 7.B
Osaic Wealth, Inc.: $26.8M · SEC Form ADV 7.B

Additional shared vehicles: RCPDirect III (2018 Vintage) · Raine Partners III, LP (2018 Vintage)

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

Harbor Springs Cheyenne Mountain Macallister Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
RCPDirect III (2018 Vintage)
Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory: $80.0M · SEC Form ADV 7.B
Harbor Springs Cheyenne Mountain Macallister Private Markets Primary & GP Seeder Fund-of-Funds: $150.0M · SEC Form ADV 7.B

Additional shared vehicles: Reach Capital IV (2022 Vintage) · Raine Partners III, LP (2018 Vintage)

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

Calumet Duxbury Holmberg Mutual & Casualty Insurance General Account

Insurance Company Ohio / Indiana
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Raine Partners III, LP (2018 Vintage)
Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory: $76.0M · SEC Form ADV 7.B
Calumet Duxbury Holmberg Mutual & Casualty Insurance General Account: $56.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Reach Capital IV (2022 Vintage) · RCPDirect III (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+497 Additional Institutional LPs Report Shared Vehicles with Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 22 total tracked records for Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (500 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 Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Springfield, MA; Headquarters: Springfield, MA). Across 22 historical disclosure records tracked on Prilago ($1.42B total parsed USD across disclosed rows), the median disclosed amount is $63.2M (range: $37.0M to $108.9M).

Which private-market strategies appear in Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Private Credit, Private Equity, Venture Capital. Open preview records include Antares CLO Fund V (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage), Hillhouse Focus Growth V (2025 Vintage), HighVista Private Equity X (2023 Vintage).

How are Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Chicopee Caddo Lake Caldwell 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 Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chicopee-caddo-lake-caldwell-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 Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chicopee Caddo Lake Caldwell Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 500 institutional LPs across 20 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 Osaic Wealth, Inc. (8 shared vehicles, e.g. Reach Capital IV (2022 Vintage)), Harbor Springs Cheyenne Mountain Macallister Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. RCPDirect III (2018 Vintage)), Calumet Duxbury Holmberg Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Raine Partners III, LP (2018 Vintage)).

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