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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Florida HQ: Clearwater, FL

Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

$22.3B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.77B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Energy Transition, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.77B
Total AUM: $22.3B
Median Disclosed Amount
$70.0M
Range: $48.0M – $147.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
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 — Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Collide Capital IIAdviser 7.B Vehicle Venture Capital 2025
$122.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cohere Capital Fund II, L.P.Adviser 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
Frazier Healthcare Growth Buyout Fund XIAdviser 7.B Vehicle Buyout 2025
$62.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cloud Capital IIAdviser 7.B Vehicle Real Estate 2025
$58.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Flatrock Midstream Fund VAdviser 7.B Vehicle Energy Transition 2025
$147.7M
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 — Clearwater Glenwood Ashford 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

Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $22.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.4% Actual; $579.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$261M–$493M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.4% actual on $22.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

639 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory (21 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 9 Shared Vehicles

Davenport & Company

OCIO / Wealth RIA Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Collide Capital II (2025 Vintage)
Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory: $122.8M · SEC Form ADV 7.B
Davenport & Company: $71.2M · SEC Form ADV 7.B

Additional shared vehicles: Clearlake Capital Partners, L.P. (2025 Vintage) · Clearlake Opportunities Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Capital International, Inc.

OCIO / Wealth RIA Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearlake Capital Partners, L.P. (2025 Vintage)
Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory: $86.5M · SEC Form ADV 7.B
Capital International, Inc.: $50.2M · SEC Form ADV 7.B

Additional shared vehicles: Collide Capital II (2025 Vintage) · Clearlake Opportunities Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Exeter Chippewa Valley Langley Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearlake Opportunities Fund II (2025 Vintage)
Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory: $86.2M · SEC Form ADV 7.B
Exeter Chippewa Valley Langley Mutual & Casualty Insurance General Account: $69.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Collide Capital II (2025 Vintage) · Clearlake Capital Partners, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+636 Additional Institutional LPs Report Shared Vehicles with Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (639 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 Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Real Estate LPs →Energy Transition LPs →Private Equity LPs →

Frequently Asked Questions: Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Florida; Headquarters: Clearwater, FL). Across 21 historical disclosure records tracked on Prilago ($1.77B total parsed USD across disclosed rows), the median disclosed amount is $70.0M (range: $48.0M to $147.7M).

Which private-market strategies appear in Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Real Estate, Energy Transition, Private Equity. Open preview records include Collide Capital II (2025 Vintage), Cohere Capital Fund II, L.P. (2025 Vintage), Frazier Healthcare Growth Buyout Fund XI (2025 Vintage), Cloud Capital II (2025 Vintage).

How are Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Clearwater Glenwood Ashford 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 Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/clearwater-glenwood-ashford-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 Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Clearwater Glenwood Ashford Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 639 institutional LPs across 21 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 Davenport & Company (9 shared vehicles, e.g. Collide Capital II (2025 Vintage)), Capital International, Inc. (9 shared vehicles, e.g. Clearlake Capital Partners, L.P. (2025 Vintage)), Exeter Chippewa Valley Langley Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Clearlake Opportunities Fund II (2025 Vintage)).

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