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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Coeur d'Alene, ID

Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory

$26.4B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($1.28B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Growth Equity, Real Assets (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$1.28B
Total AUM: $26.4B
Median Disclosed Amount
$76.0M
Range: $56.0M – $179.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Crescent Capital Credit Income Fund VIIAdviser 7.B Vehicle Private Credit 2025
$140.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lone Star Fund XII, L.P.Adviser 7.B Vehicle Buyout 2025
$132.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PAI Partners VIIIAdviser 7.B Vehicle Buyout 2025
$69.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VIIAdviser 7.B Vehicle Buyout 2025
$66.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cinven Eighth FundAdviser 7.B Vehicle Buyout 2023
$59.0M
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 — Coeur d'Alene Berkshire Hills Gallagher 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

Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $26.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 15.5% Actual; $792.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$356M–$673M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 15.5% actual on $26.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory

521 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory (13 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 4 Shared Vehicles

Clackamas Chautauqua Carmichael University Foundation & Endowment Pool

University Endowment Oregon City, OR
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAI Partners VIII (2025 Vintage)
Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory: $69.0M · SEC Form ADV 7.B
Clackamas Chautauqua Carmichael University Foundation & Endowment Pool: $16.0M · IRS Form 990 Sched D

Additional shared vehicles: Bridgepoint Europe VII (2025 Vintage) · Cinven Eighth Fund (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Coeur d'Alene Fond du Lac Montgomery Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory: $66.0M · SEC Form ADV 7.B
Coeur d'Alene Fond du Lac Montgomery Industrial Consolidated Master Retirement Trust: $32.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PAI Partners VIII (2025 Vintage) · Cinven Eighth Fund (2025 Vintage)

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

Cherokee Strip Hiwassee Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cinven Eighth Fund (2025 Vintage)
Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory: $59.0M · SEC Form ADV 7.B
Cherokee Strip Hiwassee Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds: $61.0M · SEC Form ADV 7.B

Additional shared vehicles: PAI Partners VIII (2025 Vintage) · Bridgepoint Europe VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+518 Additional Institutional LPs Report Shared Vehicles with Coeur d'Alene Berkshire Hills Gallagher 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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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 13 total tracked records for Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (521 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 Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Coeur d'Alene, ID). Across 13 historical disclosure records tracked on Prilago ($1.28B total parsed USD across disclosed rows), the median disclosed amount is $76.0M (range: $56.0M to $179.7M).

Which private-market strategies appear in Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Growth Equity, Real Assets. Open preview records include Crescent Capital Credit Income Fund VII (2025 Vintage), Lone Star Fund XII, L.P. (2025 Vintage), PAI Partners VIII (2025 Vintage), Bridgepoint Europe VII (2025 Vintage).

How are Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Coeur d'Alene Berkshire Hills Gallagher 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 Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coeur-d-alene-berkshire-hills-gallagher-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 Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Coeur d'Alene Berkshire Hills Gallagher Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 521 institutional LPs across 13 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 Clackamas Chautauqua Carmichael University Foundation & Endowment Pool (4 shared vehicles, e.g. PAI Partners VIII (2025 Vintage)), Coeur d'Alene Fond du Lac Montgomery Industrial Consolidated Master Retirement Trust (4 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)), Cherokee Strip Hiwassee Vanderbilt Private Markets Primary & GP Seeder Fund-of-Funds (3 shared vehicles, e.g. Cinven Eighth Fund (2025 Vintage)).

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