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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Coronado, CA HQ: Coronado, CA

Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory

$11.2B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($862.6M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, Secondaries, Growth 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
$862.6M
Total AUM: $11.2B
Median Disclosed Amount
$34.0M
Range: $24.0M – $70.0M
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 — Coronado Aroostook Alderwood 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
Industry Ventures XAdviser 7.B Vehicle Venture Capital 2025
$57.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mainsail Partners VIIAdviser 7.B Vehicle Growth Equity 2025
$34.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Voleon Institutional Strategies Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$27.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
DataTribe IIIAdviser 7.B Vehicle Venture Capital 2025
$70.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Direct Lending Fund VIAdviser 7.B Vehicle Private Credit 2025
$54.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Coronado Aroostook Alderwood 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

Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.0% Actual; $336.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$151M–$286M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.0% actual on $11.2B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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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 — Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory

531 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory (19 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 7 Shared Vehicles

Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Industry Ventures X (2025 Vintage)
Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory: $57.8M · SEC Form ADV 7.B
Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account: $105.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Industry Ventures VI (2023 Vintage) · Inflexion Buyout Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Gunnison Exeter Pembroke Permanent Endowment & Fiduciary Trust

Institutional Trust Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Industry Ventures VI (2023 Vintage)
Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory: $53.8M · SEC Form ADV 7.B
Gunnison Exeter Pembroke Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D

Additional shared vehicles: Industry Ventures X (2025 Vintage) · Inflexion Buyout Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Bucksport Burlingame Cavendish Multi-Family Office Private Capital Platform

Family Office / MFO Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Inflexion Buyout Fund VI (2022 Vintage)
Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory: $55.2M · SEC Form ADV 7.B
Bucksport Burlingame Cavendish Multi-Family Office Private Capital Platform: $30.2M · SEC Form ADV 7.B

Additional shared vehicles: Industry Ventures X (2025 Vintage) · Industry Ventures VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+528 Additional Institutional LPs Report Shared Vehicles with Coronado Aroostook Alderwood 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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Request Pilot Access to Full Workspace Data for Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 21 total tracked records for Coronado Aroostook Alderwood 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 (531 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 Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Coronado, CA; Headquarters: Coronado, CA). Across 21 historical disclosure records tracked on Prilago ($862.6M total parsed USD across disclosed rows), the median disclosed amount is $34.0M (range: $24.0M to $70.0M).

Which private-market strategies appear in Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Buyout, Private Credit, Secondaries, Growth Equity. Open preview records include Industry Ventures X (2025 Vintage), Mainsail Partners VII (2025 Vintage), Voleon Institutional Strategies Fund LP (2025 Vintage), DataTribe III (2025 Vintage).

How are Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Coronado Aroostook Alderwood 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 Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coronado-aroostook-alderwood-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 Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Coronado Aroostook Alderwood Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 531 institutional LPs across 19 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 Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Industry Ventures X (2025 Vintage)), Gunnison Exeter Pembroke Permanent Endowment & Fiduciary Trust (7 shared vehicles, e.g. Industry Ventures VI (2023 Vintage)), Bucksport Burlingame Cavendish Multi-Family Office Private Capital Platform (7 shared vehicles, e.g. Inflexion Buyout Fund VI (2022 Vintage)).

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