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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Croton-on-Hudson, NY

Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

$13.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.19B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Secondaries, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.19B
Total AUM: $13.1B
Median Disclosed Amount
$43.8M
Range: $28.0M – $84.4M
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 — Croton Cayuga Lake Northrop 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
Strategic Partners Fund XAdviser 7.B Vehicle Secondaries 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ember Infrastructure Fund II-B, LPAdviser 7.B Vehicle Infrastructure 2025
$33.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Levine Leichtman Capital Partners VII LPAdviser 7.B Vehicle Buyout 2025
$31.0M
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 Capital Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2025
$55.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Glendower Capital Secondary Opportunities Fund VAdviser 7.B Vehicle Secondaries 2025
$40.0M
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 — Croton Cayuga Lake Northrop 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

Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $13.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.7% Actual; $235.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$106M–$200M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.7% actual on $13.1B 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 — Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

630 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory (25 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

Osaic Wealth, Inc.

OCIO / Wealth RIA Scottsdale, AZ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Red Admiral Fund LP (2023 Vintage)
Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory: $59.2M · SEC Form ADV 7.B
Osaic Wealth, Inc.: $83.5M · SEC Form ADV 7.B

Additional shared vehicles: Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage) · Redwood Lane Capital, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Chicopee Caddo Lake Stanfield Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage)
Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory: $38.0M · SEC Form ADV 7.B
Chicopee Caddo Lake Stanfield Permanent Endowment & Fiduciary Trust: $14.5M · IRS Form 990 Sched D

Additional shared vehicles: Red Admiral Fund LP (2023 Vintage) · Redwood Lane Capital, L.P. (2022 Vintage)

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

Harbor Springs Deschutes Cunningham Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Redwood Lane Capital, L.P. (2022 Vintage)
Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory: $59.0M · SEC Form ADV 7.B
Harbor Springs Deschutes Cunningham Industrial Consolidated Master Retirement Trust: $41.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Red Admiral Fund LP (2023 Vintage) · Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+627 Additional Institutional LPs Report Shared Vehicles with Croton Cayuga Lake Northrop 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 Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Croton Cayuga Lake Northrop 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 (630 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 Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Private Equity LPs →Secondaries LPs →Infrastructure LPs →

Frequently Asked Questions: Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Croton-on-Hudson, NY). Across 25 historical disclosure records tracked on Prilago ($1.19B total parsed USD across disclosed rows), the median disclosed amount is $43.8M (range: $28.0M to $84.4M).

Which private-market strategies appear in Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Equity, Secondaries, Infrastructure. Open preview records include Strategic Partners Fund X (2025 Vintage), Ember Infrastructure Fund II-B, LP (2025 Vintage), Levine Leichtman Capital Partners VII LP (2025 Vintage), Blackstone Capital Opportunities Fund IV (2025 Vintage).

How are Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Croton Cayuga Lake Northrop 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 Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/croton-cayuga-lake-northrop-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 Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Croton Cayuga Lake Northrop Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 630 institutional LPs across 25 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 Osaic Wealth, Inc. (12 shared vehicles, e.g. Red Admiral Fund LP (2023 Vintage)), Chicopee Caddo Lake Stanfield Permanent Endowment & Fiduciary Trust (11 shared vehicles, e.g. Red Arts Capital Opportunity Fund I, L.P. (2023 Vintage)), Harbor Springs Deschutes Cunningham Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Redwood Lane Capital, L.P. (2022 Vintage)).

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