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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Concord, NH

Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

$25.8B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($2.42B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Real Estate, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$2.42B
Total AUM: $25.8B
Median Disclosed Amount
$88.5M
Range: $54.0M – $161.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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 GP Solutions (A), L.P.Adviser 7.B Vehicle Distressed / Special Situations 2025
$77.0M
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 Green Credit Fund IVAdviser 7.B Vehicle Private Credit 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
Macquarie Infrastructure Partners VIAdviser 7.B Vehicle Infrastructure 2025
$67.0M
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 Real Estate Partners IX.TE.1 LPAdviser 7.B Vehicle Real Estate 2025
$54.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Primary Select III, L.P.Adviser 7.B Vehicle Private Equity 2025
$161.5M
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 — Contoocook Carbondale Waverly 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

Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $25.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.8% Actual; $567.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$255M–$482M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.8% actual on $25.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 — Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

536 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory (24 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 12 Shared Vehicles

Willett Advisors

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CORTEC GROUP FUND VIII L.P. (2023 Vintage)
Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory: $88.5M · SEC Form ADV 7.B
Willett Advisors: $97.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Capital Credit Income Fund VII (2023 Vintage) · Crescent Capital Credit Solutions Fund VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Breckenridge Delmarva Langley Multi-Family Office Private Capital Platform

Family Office / MFO Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Capital Credit Income Fund VII (2023 Vintage)
Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory: $73.2M · SEC Form ADV 7.B
Breckenridge Delmarva Langley Multi-Family Office Private Capital Platform: $32.5M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Capital Credit Solutions Fund VIII (2022 Vintage) · Crayhill Principal Strategies II (2021 Vintage)

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

Driftless Falmouth Winchester Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Capital Credit Solutions Fund VIII (2022 Vintage)
Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory: $118.0M · SEC Form ADV 7.B
Driftless Falmouth Winchester Private Markets Primary & GP Seeder Fund-of-Funds: $70.8M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Capital Credit Income Fund VII (2023 Vintage) · Crayhill Principal Strategies II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+533 Additional Institutional LPs Report Shared Vehicles with Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (536 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 Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Concord, NH). Across 25 historical disclosure records tracked on Prilago ($2.42B total parsed USD across disclosed rows), the median disclosed amount is $88.5M (range: $54.0M to $161.5M).

Which private-market strategies appear in Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Venture Capital, Real Estate, Private Equity. Open preview records include TPG GP Solutions (A), L.P. (2025 Vintage), Blackstone Green Credit Fund IV (2025 Vintage), Macquarie Infrastructure Partners VI (2025 Vintage), Blackstone Real Estate Partners IX.TE.1 LP (2025 Vintage).

How are Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Contoocook Carbondale Waverly 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 Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/contoocook-carbondale-waverly-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 Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Contoocook Carbondale Waverly Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 536 institutional LPs across 24 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 Willett Advisors (12 shared vehicles, e.g. CORTEC GROUP FUND VIII L.P. (2023 Vintage)), Breckenridge Delmarva Langley Multi-Family Office Private Capital Platform (10 shared vehicles, e.g. Crescent Capital Credit Income Fund VII (2023 Vintage)), Driftless Falmouth Winchester Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Crescent Capital Credit Solutions Fund VIII (2022 Vintage)).

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