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

Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

$17.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($753.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$753.4M
Total AUM: $17.1B
Median Disclosed Amount
$49.0M
Range: $37.0M – $119.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 1 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 — Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Hellman & Friedman Capital Partners XIAdviser 7.B Vehicle Buyout 2025
$45.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thoma Bravo Fund XVIAdviser 7.B Vehicle Buyout 2025
$41.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT XAdviser 7.B Vehicle Buyout 2025
$52.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Capital Partners IXAdviser 7.B Vehicle Buyout 2025
$49.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Vista Equity Partners Fund VIIIAdviser 7.B Vehicle Buyout 2023
$43.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cumberland Gap Guilford Breckenridge 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

Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $17.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $307.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$139M–$262M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $17.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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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 — Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

209 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory (11 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 11 Shared Vehicles

Colorado PERA

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thoma Bravo XVI (2025 Vintage)
Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory: $41.0M · SEC Form ADV 7.B
Colorado PERA: $100.0M · CAFR / Board Packet (CO PERA PE Holdings 2024)

Additional shared vehicles: CVC Capital Partners IX (2023 Vintage) · Advent International GPE X (2022 Vintage)

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

Oregon Public Employees Retirement Fund

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CVC Capital Partners IX (2023 Vintage)
Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory: $49.0M · SEC Form ADV 7.B
Oregon Public Employees Retirement Fund: $323.1M · CAFR / Board Packet (Oregon 2025, p.2)

Additional shared vehicles: Thoma Bravo XVI (2025 Vintage) · Advent International GPE X (2022 Vintage)

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

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent International GPE X (2022 Vintage)
Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory: $78.0M · SEC Form ADV 7.B
Washington State Investment Board: $400.0M · CAFR / Board Packet (ir063025, p.3)

Additional shared vehicles: Thoma Bravo XVI (2025 Vintage) · CVC Capital Partners IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+206 Additional Institutional LPs Report Shared Vehicles with Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (209 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 Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

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Frequently Asked Questions: Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Middlesboro, KY). Across 12 historical disclosure records tracked on Prilago ($753.4M total parsed USD across disclosed rows), the median disclosed amount is $49.0M (range: $37.0M to $119.6M).

Which private-market strategies appear in Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout. Open preview records include Hellman & Friedman Capital Partners XI (2025 Vintage), Thoma Bravo Fund XVI (2025 Vintage), EQT X (2025 Vintage), CVC Capital Partners IX (2025 Vintage).

How are Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Cumberland Gap Guilford Breckenridge 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 Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cumberland-gap-guilford-breckenridge-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 Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Cumberland Gap Guilford Breckenridge Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 209 institutional LPs across 11 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 Colorado PERA (11 shared vehicles, e.g. Thoma Bravo XVI (2025 Vintage)), Oregon Public Employees Retirement Fund (11 shared vehicles, e.g. CVC Capital Partners IX (2023 Vintage)), Washington State Investment Board (10 shared vehicles, e.g. Advent International GPE X (2022 Vintage)).

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