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

Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory

$27.3B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.27B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Real Assets, Infrastructure (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
$2.27B
Total AUM: $27.3B
Median Disclosed Amount
$78.0M
Range: $58.0M – $180.8M
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 — Columbine Deschutes Rosenberg 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
Ara Fund III, LPAdviser 7.B Vehicle Buyout 2025
$126.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Property Partners Europe VIIIAdviser 7.B Vehicle Real Estate 2025
$71.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pennybacker Critical Infrastructure Partners I, LPAdviser 7.B Vehicle Infrastructure 2025
$65.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apothecary Capital Corp Fund IIAdviser 7.B Vehicle Buyout 2023
$132.2M
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
Appian Natural Resources Fund III LPAdviser 7.B Vehicle Real Assets 2023
$80.8M
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 — Columbine Deschutes Rosenberg 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

Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $27.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.0% Actual; $819.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$369M–$696M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.0% actual on $27.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory

462 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Columbine Deschutes Rosenberg 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 11 Shared Vehicles

Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account

Insurance Company Savannah, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apothecary Capital Corp Fund II (2023 Vintage)
Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory: $132.2M · SEC Form ADV 7.B
Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account: $49.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ara Fund III, LP (2023 Vintage) · Appian Natural Resources Fund III (2023 Vintage)

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

W.K. Kellogg Foundation

Private Foundation Battle Creek, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ara Fund III, LP (2023 Vintage)
Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory: $126.0M · SEC Form ADV 7.B
W.K. Kellogg Foundation: $40.5M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Apothecary Capital Corp Fund II (2023 Vintage) · Appian Natural Resources Fund III (2023 Vintage)

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

Hirtle & Co.

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Appian Natural Resources Fund III (2023 Vintage)
Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory: $80.8M · SEC Form ADV 7.B
Hirtle & Co.: $112.5M · SEC Form ADV 7.B

Additional shared vehicles: Apothecary Capital Corp Fund II (2023 Vintage) · Ara Fund III, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+459 Additional Institutional LPs Report Shared Vehicles with Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 24 total tracked records for Columbine Deschutes Rosenberg 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 (462 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 Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Real Assets LPs →Infrastructure LPs →

Frequently Asked Questions: Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Littleton, CO). Across 24 historical disclosure records tracked on Prilago ($2.27B total parsed USD across disclosed rows), the median disclosed amount is $78.0M (range: $58.0M to $180.8M).

Which private-market strategies appear in Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Real Assets, Infrastructure. Open preview records include Ara Fund III, LP (2025 Vintage), Blackstone Property Partners Europe VIII (2025 Vintage), Pennybacker Critical Infrastructure Partners I, LP (2025 Vintage), Apothecary Capital Corp Fund II (2023 Vintage).

How are Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Columbine Deschutes Rosenberg 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 Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/columbine-deschutes-rosenberg-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 Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Columbine Deschutes Rosenberg Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 462 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 Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Apothecary Capital Corp Fund II (2023 Vintage)), W.K. Kellogg Foundation (9 shared vehicles, e.g. Ara Fund III, LP (2023 Vintage)), Hirtle & Co. (8 shared vehicles, e.g. Appian Natural Resources Fund III (2023 Vintage)).

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