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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Eau Claire, WI

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

$23.9B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($2.97B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Growth Equity, Infrastructure (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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$2.97B
Total AUM: $23.9B
Median Disclosed Amount
$76.8M
Range: $51.0M – $167.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
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 — Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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
Starwood Capital Group XIIAdviser 7.B Vehicle Real Estate 2025
$121.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Infrastructure Partners VIAdviser 7.B Vehicle Infrastructure 2025
$66.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
OrbiMed Private Investments IX, L.P.Adviser 7.B Vehicle Buyout 2025
$60.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Neuberger Private Debt Fund VAdviser 7.B Vehicle Private Credit 2023
$167.1M
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
Cornwall Domestic, LPAdviser 7.B Vehicle Buyout 2023
$130.8M
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 — Chippewa Valley Beartooth Goldstein 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

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $23.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $430.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$194M–$366M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $23.9B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

549 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (31 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 19 Shared Vehicles

Kaiser Foundation Hospitals & Health Plan Investments

Healthcare / Hospital System California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Capital Group XII (2023 Vintage)
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $121.5M · SEC Form ADV 7.B
Kaiser Foundation Hospitals & Health Plan Investments: $108.0M · IRS Form 990 Sched D

Additional shared vehicles: Starwood Real Estate Partners XII (2022 Vintage) · Starwood Property Trust Global VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Tfo Wealth Partners

Family Office / MFO Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Real Estate Partners XII (2022 Vintage)
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $142.0M · SEC Form ADV 7.B
Tfo Wealth Partners: $26.0M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Property Trust Global VIII (2022 Vintage) · Starwood Property Trust XI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust

Private Foundation New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Property Trust Global VIII (2022 Vintage)
Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory: $108.0M · SEC Form ADV 7.B
Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Starwood Property Trust XI (2022 Vintage) · Starwood Property Fund XII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+546 Additional Institutional LPs Report Shared Vehicles with Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 32 total tracked records for Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (549 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Eau Claire, WI). Across 32 historical disclosure records tracked on Prilago ($2.97B total parsed USD across disclosed rows), the median disclosed amount is $76.8M (range: $51.0M to $167.1M).

Which private-market strategies appear in Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Private Credit, Growth Equity, Infrastructure. Open preview records include Starwood Capital Group XII (2025 Vintage), Blackstone Infrastructure Partners VI (2025 Vintage), OrbiMed Private Investments IX, L.P. (2025 Vintage), Neuberger Private Debt Fund V (2023 Vintage).

How are Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Chippewa Valley Beartooth Goldstein 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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chippewa-valley-beartooth-goldstein-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 Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 549 institutional LPs across 31 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 Kaiser Foundation Hospitals & Health Plan Investments (19 shared vehicles, e.g. Starwood Capital Group XII (2023 Vintage)), Tfo Wealth Partners (14 shared vehicles, e.g. Starwood Real Estate Partners XII (2022 Vintage)), Canandaigua Harbor Springs Goldstein Philanthropic Foundation & Charitable Trust (14 shared vehicles, e.g. Starwood Property Trust Global VIII (2022 Vintage)).

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