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

Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

$25.4B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.74B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Real Estate, Venture Capital, Buyout, 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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.74B
Total AUM: $25.4B
Median Disclosed Amount
$77.0M
Range: $54.0M – $163.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
TPG Angelo Gordon Net Lease Realty Fund IIIAdviser 7.B Vehicle Real Estate 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
Summit Partners GE XIIAdviser 7.B Vehicle Growth Equity 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
TPG Angelo Gordon Net Lease Realty Fund VAdviser 7.B Vehicle Real Estate 2025
$63.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TCG Labs Fund I, LPAdviser 7.B Vehicle Venture Capital 2023
$131.8M
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
TPG Angelo Gordon Europe Realty Fund IVAdviser 7.B Vehicle Real Estate 2023
$113.8M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Choptank Brookline Hawthorne 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

Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $25.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.9% Actual; $660.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$297M–$561M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.9% actual on $25.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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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 — Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

492 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Choptank Brookline Hawthorne 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 15 Shared Vehicles

Essex County Fox River Waverly Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TCG Labs Fund I, LP (2023 Vintage)
Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory: $131.8M · SEC Form ADV 7.B
Essex County Fox River Waverly Mutual & Casualty Insurance General Account: $74.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage) · TGM Apartment Partners II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 15 Shared Vehicles

Georgetown Glastonbury Lindqvist Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage)
Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory: $113.8M · SEC Form ADV 7.B
Georgetown Glastonbury Lindqvist Mutual & Casualty Insurance General Account: $104.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TCG Labs Fund I, LP (2023 Vintage) · TGM Apartment Partners II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

D.A. Davidson &

OCIO / Wealth RIA Great Falls, MT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon Distressed Real Estate Fund III (2023 Vintage)
Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory: $79.5M · SEC Form ADV 7.B
D.A. Davidson &: $85.5M · SEC Form ADV 7.B

Additional shared vehicles: TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage) · TPG Angelo Gordon Net Lease Realty Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+489 Additional Institutional LPs Report Shared Vehicles with Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

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

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Request Pilot Access to Full Workspace Data for Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (492 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 Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Easton, MD). Across 31 historical disclosure records tracked on Prilago ($2.74B total parsed USD across disclosed rows), the median disclosed amount is $77.0M (range: $54.0M to $163.5M).

Which private-market strategies appear in Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Real Estate, Venture Capital, Buyout, Private Equity. Open preview records include TPG Angelo Gordon Net Lease Realty Fund III (2025 Vintage), Summit Partners GE XII (2025 Vintage), TPG Angelo Gordon Net Lease Realty Fund V (2025 Vintage), TCG Labs Fund I, LP (2023 Vintage).

How are Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Choptank Brookline Hawthorne 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 Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/choptank-brookline-hawthorne-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 Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 492 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 Essex County Fox River Waverly Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. TCG Labs Fund I, LP (2023 Vintage)), Georgetown Glastonbury Lindqvist Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. TPG Angelo Gordon Europe Realty Fund IV (2023 Vintage)), D.A. Davidson & (12 shared vehicles, e.g. TPG Angelo Gordon Distressed Real Estate Fund III (2023 Vintage)).

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