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

Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory

$25.4B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.26B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Real Estate, Distressed / Special Situations (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
$2.26B
Total AUM: $25.4B
Median Disclosed Amount
$91.2M
Range: $54.0M – $163.5M
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 — Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory

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
Stonepeak Infra IVAdviser 7.B Vehicle Infrastructure 2025
$78.5M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Stonepeak Real Estate Partners Fund IAdviser 7.B Vehicle Real Estate 2025
$72.5M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Wynnchurch Capital Partners VIAdviser 7.B Vehicle Buyout 2025
$70.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Francisco Partners Agility IVAdviser 7.B Vehicle Buyout 2025
$163.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Kelso Investment Associates XIAdviser 7.B Vehicle Buyout 2025
$77.0M
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 — Chippewa Valley Cimarron Harrington 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 Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory (Eau Claire, WI) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($660.4M allocation gap toward a 17.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-16

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory

469 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory (23 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

Currituck Greenbrier Delacroix 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)
Stonepeak Real Estate Partners Fund I (2025 Vintage)
Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory: $72.5M · SEC Form ADV 7.B
Currituck Greenbrier Delacroix Private Markets Primary & GP Seeder Fund-of-Funds: $129.0M · SEC Form ADV 7.B

Additional shared vehicles: Sentinel Capital Partners VII (2023 Vintage) · AE Industrial Partners Fund III (2022 Vintage)

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

Genworth Financial General Account

Insurance Company Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stonepeak CPF Investment Partners, LP (2023 Vintage)
Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory: $118.5M · SEC Form ADV 7.B
Genworth Financial General Account: $70.8M · SEC EDGAR Filing

Additional shared vehicles: Stonepeak Infra IV (2023 Vintage) · Stonelake Opportunity Partners VII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Elizabeth City, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stonepeak Infra IV (2023 Vintage)
Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory: $78.5M · SEC Form ADV 7.B
Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory: $81.0M · SEC Form ADV 7.B

Additional shared vehicles: Stonepeak CPF Investment Partners, LP (2023 Vintage) · Stonelake Opportunity Partners VII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+466 Additional Institutional LPs Report Shared Vehicles with Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory

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

You are viewing 5 open public preview records (out of 24 total tracked records for Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory) 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 (469 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory

Frequently Asked Questions: Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory

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

Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Eau Claire, WI). Across 24 historical disclosure records tracked on Prilago ($2.26B total parsed USD across disclosed rows), the median disclosed amount is $91.2M (range: $54.0M to $163.5M).

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

Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Infrastructure, Private Credit, Real Estate, Distressed / Special Situations. Open preview records include Stonepeak Infra IV (2025 Vintage), Stonepeak Real Estate Partners Fund I (2025 Vintage), Wynnchurch Capital Partners VI (2025 Vintage), Francisco Partners Agility IV (2025 Vintage).

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

Records for Chippewa Valley Cimarron Harrington 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 Cimarron Harrington 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-cimarron-harrington-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 Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Chippewa Valley Cimarron Harrington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 469 institutional LPs across 23 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 Currituck Greenbrier Delacroix Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Stonepeak Real Estate Partners Fund I (2025 Vintage)), Genworth Financial General Account (8 shared vehicles, e.g. Stonepeak CPF Investment Partners, LP (2023 Vintage)), Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. Stonepeak Infra IV (2023 Vintage)).

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