Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Gadsden, AL

Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory

$27.3B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.36B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, Growth Equity, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$2.36B
Total AUM: $27.3B
Median Disclosed Amount
$89.5M
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 — Coosa Valley Chautauqua Cunningham 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
Flagship Pioneering Fund VIIIAdviser 7.B Vehicle Venture Capital 2025
$98.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
VWH Partners IV LPAdviser 7.B Vehicle Buyout 2025
$68.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG AG Credit IIIAdviser 7.B Vehicle Private Credit 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
Summit Partners Growth Equity Fund XAdviser 7.B Vehicle Growth Equity 2025
$180.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Canaan Gold Coast L.P.Adviser 7.B Vehicle Private Equity 2025
$165.1M
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 — Coosa Valley Chautauqua Cunningham 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

Coosa Valley Chautauqua Cunningham 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 2025-01-11

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory

440 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory (23 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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

Zacks Investment Management, Inc.

Family Office / MFO Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Flagship Pioneering Fund VIII (2023 Vintage)
Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory: $98.0M · SEC Form ADV 7.B
Zacks Investment Management, Inc.: $67.8M · SEC Form ADV 7.B

Additional shared vehicles: First Reserve Fund XIV (2023 Vintage) · FirstMark Capital Fund VI (2022 Vintage)

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

Dubai Holding Investments

Sovereign Wealth Fund Dubai, UAE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
First Reserve Fund XIV (2023 Vintage)
Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory: $72.2M · SEC Form ADV 7.B
Dubai Holding Investments: $34.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: FirstMark Capital Fund VI (2022 Vintage) · Fin VC Horizons II (2022 Vintage)

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

Charlevoix Hancock Harrington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
FirstMark Capital Fund VI (2022 Vintage)
Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory: $108.8M · SEC Form ADV 7.B
Charlevoix Hancock Harrington Private Markets Primary & GP Seeder Fund-of-Funds: $62.2M · SEC Form ADV 7.B

Additional shared vehicles: First Reserve Fund XIV (2023 Vintage) · Fin VC Horizons II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+437 Additional Institutional LPs Report Shared Vehicles with Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 24 total tracked records for Coosa Valley Chautauqua Cunningham 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 (440 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory

Venture Capital LPs →Buyout LPs →Private Credit LPs →Growth Equity LPs →Private Equity LPs →

Frequently Asked Questions: Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Gadsden, AL). Across 24 historical disclosure records tracked on Prilago ($2.36B total parsed USD across disclosed rows), the median disclosed amount is $89.5M (range: $58.0M to $180.8M).

Which private-market strategies appear in Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Buyout, Private Credit, Growth Equity, Private Equity. Open preview records include Flagship Pioneering Fund VIII (2025 Vintage), VWH Partners IV LP (2025 Vintage), TPG AG Credit III (2025 Vintage), Summit Partners Growth Equity Fund X (2025 Vintage).

How are Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Coosa Valley Chautauqua Cunningham 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 Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coosa-valley-chautauqua-cunningham-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 Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Coosa Valley Chautauqua Cunningham Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 440 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 Zacks Investment Management, Inc. (11 shared vehicles, e.g. Flagship Pioneering Fund VIII (2023 Vintage)), Dubai Holding Investments (10 shared vehicles, e.g. First Reserve Fund XIV (2023 Vintage)), Charlevoix Hancock Harrington Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. FirstMark Capital Fund VI (2022 Vintage)).

Related OCIO / Wealth RIA & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)