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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Oregon City, OR

Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

$17.4B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($725.5M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Private Credit, Growth Equity, Buyout (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$725.5M
Total AUM: $17.4B
Median Disclosed Amount
$51.0M
Range: $37.0M – $108.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 4 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 — Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Energy Capital Partners VAdviser 7.B Vehicle Infrastructure 2025
$53.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
DigitalBridge Partners IIIAdviser 7.B Vehicle Infrastructure 2025
$48.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Macquarie Infrastructure Partners VIAdviser 7.B Vehicle Infrastructure 2025
$46.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Stonepeak Infrastructure Fund VAdviser 7.B Vehicle Infrastructure 2025
$37.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antin Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$51.0M
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 — Clackamas Brandywine Valley Pendleton 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

Clackamas Brandywine Valley Pendleton 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 2025-04-20

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

390 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory (12 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 10 Shared Vehicles

Downers Grove DuPage Valley Worthington Regional Health System Master Investment Pool

Healthcare / Hospital System Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Energy Capital Partners V (2025 Vintage)
Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory: $53.0M · SEC Form ADV 7.B
Downers Grove DuPage Valley Worthington Regional Health System Master Investment Pool: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: Macquarie Infrastructure Partners VI (2025 Vintage) · Antin Infrastructure Partners V (2023 Vintage)

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

Ohio OPERS

Public Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stonepeak Infrastructure Fund V (2025 Vintage)
Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory: $37.0M · SEC Form ADV 7.B
Ohio OPERS: $125.0M · CAFR / Board Packet (OPERS PE Performance 2025)

Additional shared vehicles: Energy Capital Partners V (2025 Vintage) · Antin Infrastructure Partners V (2023 Vintage)

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

Chautauqua Blackstone Valley Alderwood Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Macquarie Infrastructure Partners VI (2025 Vintage)
Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory: $46.0M · SEC Form ADV 7.B
Chautauqua Blackstone Valley Alderwood Permanent Endowment & Fiduciary Trust: $21.0M · IRS Form 990 Sched D

Additional shared vehicles: Energy Capital Partners V (2025 Vintage) · Stonepeak Infrastructure Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+387 Additional Institutional LPs Report Shared Vehicles with Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (390 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Oregon City, OR). Across 12 historical disclosure records tracked on Prilago ($725.5M total parsed USD across disclosed rows), the median disclosed amount is $51.0M (range: $37.0M to $108.9M).

Which private-market strategies appear in Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory has disclosed records across Infrastructure, Private Credit, Growth Equity, Buyout. Open preview records include Energy Capital Partners V (2025 Vintage), DigitalBridge Partners III (2025 Vintage), Macquarie Infrastructure Partners VI (2025 Vintage), Stonepeak Infrastructure Fund V (2025 Vintage).

How are Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Clackamas Brandywine Valley Pendleton 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 Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/clackamas-brandywine-valley-pendleton-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 Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Clackamas Brandywine Valley Pendleton Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 390 institutional LPs across 12 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 Downers Grove DuPage Valley Worthington Regional Health System Master Investment Pool (10 shared vehicles, e.g. Energy Capital Partners V (2025 Vintage)), Ohio OPERS (8 shared vehicles, e.g. Stonepeak Infrastructure Fund V (2025 Vintage)), Chautauqua Blackstone Valley Alderwood Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Macquarie Infrastructure Partners VI (2025 Vintage)).

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