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

Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

$10.6B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.00B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Private Credit, Venture Capital (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.00B
Total AUM: $10.6B
Median Disclosed Amount
$36.5M
Range: $22.0M – $66.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Rosemawr Capital VIAdviser 7.B Vehicle Private Credit 2025
$36.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Rockwood IV, L.P.Adviser 7.B Vehicle Private Equity 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
Empyrean Capital Partners, LPAdviser 7.B Vehicle Multi-Strategy 2025
$22.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Capital Partners VIIAdviser 7.B Vehicle Buyout 2025
$51.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Carlyle Renewable & Sustainable Energy Fund II, L.P.Adviser 7.B Vehicle Infrastructure 2025
$31.0M
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 Genesee Valley Mcallister 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 Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory (Croton-on-Hudson, NY) committed $35.0M to Rockwood IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($275.6M allocation gap toward a 17.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-16

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

440 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory (22 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 9 Shared Vehicles

Cambridge Associates

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rockwood Capital Real Estate Partners Fund XII (2023 Vintage)
Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory: $42.2M · SEC Form ADV 7.B
Cambridge Associates: $55.5M · SEC Form ADV 7.B

Additional shared vehicles: Riverstone Global Energy and Power Fund VIII (2023 Vintage) · Rockpoint Real Estate Fund VII (2022 Vintage)

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

Tcw Asset Management Company

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Riverstone Global Energy and Power Fund VIII (2023 Vintage)
Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory: $41.8M · SEC Form ADV 7.B
Tcw Asset Management Company: $94.0M · SEC Form ADV 7.B

Additional shared vehicles: Rockwood Capital Real Estate Partners Fund XII (2023 Vintage) · Rockpoint Real Estate Fund VII (2022 Vintage)

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

Erie Insurance Group General Account

Insurance Company Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rockpoint Real Estate Fund VII (2022 Vintage)
Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory: $49.8M · SEC Form ADV 7.B
Erie Insurance Group General Account: $16.2M · SEC EDGAR Filing

Additional shared vehicles: Rockwood Capital Real Estate Partners Fund XII (2023 Vintage) · Riverstone Global Energy and Power Fund VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+437 Additional Institutional LPs Report Shared Vehicles with Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 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 (5) & CRM export

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Strategies Disclosed by Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Croton-on-Hudson, NY). Across 26 historical disclosure records tracked on Prilago ($1.00B total parsed USD across disclosed rows), the median disclosed amount is $36.5M (range: $22.0M to $66.4M).

Which private-market strategies appear in Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Private Equity, Private Credit, Venture Capital. Open preview records include Rosemawr Capital VI (2025 Vintage), Rockwood IV, L.P. (2025 Vintage), Empyrean Capital Partners, LP (2025 Vintage), Brookfield Capital Partners VII (2025 Vintage).

How are Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Croton Genesee Valley Mcallister 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 Genesee Valley Mcallister 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-genesee-valley-mcallister-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 Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Croton Genesee Valley Mcallister Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 440 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 Cambridge Associates (9 shared vehicles, e.g. Rockwood Capital Real Estate Partners Fund XII (2023 Vintage)), Tcw Asset Management Company (7 shared vehicles, e.g. Riverstone Global Energy and Power Fund VIII (2023 Vintage)), Erie Insurance Group General Account (7 shared vehicles, e.g. Rockpoint Real Estate Fund VII (2022 Vintage)).

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