Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Sedona, AZ HQ: Sedona, AZ

Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory

$8.2B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($785.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Growth Equity, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
23
5 Open Source Trails Below
Sum of Disclosed Rows
$785.9M
Total AUM: $8.2B
Median Disclosed Amount
$37.4M
Range: $17.0M – $57.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Lightspeed Faction IIIAdviser 7.B Vehicle Venture Capital 2025
$42.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Berkshire Fund XIAdviser 7.B Vehicle Buyout 2025
$24.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
P Capital Credit IIIAdviser 7.B Vehicle Private Credit 2025
$52.4M
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. Capital Europe Partners IVAdviser 7.B Vehicle Buyout 2025
$44.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Madison Dearborn Capital Partners VIIIAdviser 7.B Vehicle Buyout 2025
$21.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cottonwood Casco Bay Cavendish 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

Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory (Sedona, AZ) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($147.6M allocation gap toward a 19.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-14

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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory

599 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory (22 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 10 Shared Vehicles

Hackensack Delmarva Remington Regional Health System Master Investment Pool

Healthcare / Hospital System Paramus, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Levine Leichtman Capital Partners VII (2024 Vintage)
Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory: $40.2M · SEC Form ADV 7.B
Hackensack Delmarva Remington Regional Health System Master Investment Pool: $18.0M · IRS Form 990 Sched D

Additional shared vehicles: Lightspeed Faction III (2023 Vintage) · Lightspeed Faction I (2022 Vintage)

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

Chesapeake Bay Adirondack Blackwood Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Faction III (2023 Vintage)
Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory: $42.0M · SEC Form ADV 7.B
Chesapeake Bay Adirondack Blackwood Industrial Consolidated Master Retirement Trust: $22.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Levine Leichtman Capital Partners VII (2024 Vintage) · Lightspeed Faction I (2022 Vintage)

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

North Dakota RIO

Public Pension Plan Bismarck, ND
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Faction I (2022 Vintage)
Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory: $45.5M · SEC Form ADV 7.B
North Dakota RIO: $20.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Levine Leichtman Capital Partners VII (2024 Vintage) · Lightspeed Faction III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+596 Additional Institutional LPs Report Shared Vehicles with Cottonwood Casco Bay Cavendish 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 Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (599 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Sedona, AZ; Headquarters: Sedona, AZ). Across 23 historical disclosure records tracked on Prilago ($785.9M total parsed USD across disclosed rows), the median disclosed amount is $37.4M (range: $17.0M to $57.4M).

Which private-market strategies appear in Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Credit, Growth Equity, Real Estate. Open preview records include Lightspeed Faction III (2025 Vintage), Berkshire Fund XI (2025 Vintage), P Capital Credit III (2025 Vintage), H.I.G. Capital Europe Partners IV (2025 Vintage).

How are Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Cottonwood Casco Bay Cavendish 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 Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cottonwood-casco-bay-cavendish-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 Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cottonwood Casco Bay Cavendish Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 599 institutional LPs across 22 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 Hackensack Delmarva Remington Regional Health System Master Investment Pool (10 shared vehicles, e.g. Levine Leichtman Capital Partners VII (2024 Vintage)), Chesapeake Bay Adirondack Blackwood Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Lightspeed Faction III (2023 Vintage)), North Dakota RIO (9 shared vehicles, e.g. Lightspeed Faction I (2022 Vintage)).

Related OCIO / Wealth RIA & Sedona, AZ Institutional LPs

Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Cliffwater (32)Commonwealth Financial Network (32)Cornerstone Partners (32)Cottonwood Bellflower Southwell Industrial Consolidated Master Retirement Trust (32)