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

Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

$21.2B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.95B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Growth Equity, Real Assets (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
$1.95B
Total AUM: $21.2B
Median Disclosed Amount
$64.0M
Range: $45.0M – $140.4M
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 — Currituck Coral Gables Sutherland 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
Starwood Capital Group XIIAdviser 7.B Vehicle Real Estate 2025
$117.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Berkshire Fund XIAdviser 7.B Vehicle Buyout 2025
$64.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Starwood Capital Global Opportunity Fund XIVAdviser 7.B Vehicle Real Estate 2025
$49.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sprott Private Resource Streaming & Royalty Annex (US), L.P.Adviser 7.B Vehicle Real Estate 2023
$63.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Springblue B-III, L.P.Adviser 7.B Vehicle Private Equity 2023
$60.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Currituck Coral Gables Sutherland 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

Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $21.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $381.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$172M–$324M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 16.2% actual on $21.2B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 — Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

610 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory (26 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 14 Shared Vehicles

Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Capital Group XII (2023 Vintage)
Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory: $117.5M · SEC Form ADV 7.B
Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account: $55.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage) · Springblue B-III, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Harriman Fredericksburg Montague Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)
Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory: $63.8M · SEC Form ADV 7.B
Harriman Fredericksburg Montague Industrial Consolidated Master Retirement Trust: $19.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Starwood Capital Group XII (2023 Vintage) · Springblue B-III, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

PNC Financial Services Pension Plan Trust

Corporate Pension Plan Pittsburgh, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Springblue B-III, L.P. (2023 Vintage)
Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory: $60.0M · SEC Form ADV 7.B
PNC Financial Services Pension Plan Trust: $22.8M · SEC EDGAR Filing

Additional shared vehicles: Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage) · Starwood Capital Global Opportunity Fund XIV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+607 Additional Institutional LPs Report Shared Vehicles with Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Currituck Coral Gables Sutherland 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 (610 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 Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

Real Estate LPs →Buyout LPs →Private Equity LPs →Growth Equity LPs →Real Assets LPs →

Frequently Asked Questions: Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Elizabeth City, NC). Across 26 historical disclosure records tracked on Prilago ($1.95B total parsed USD across disclosed rows), the median disclosed amount is $64.0M (range: $45.0M to $140.4M).

Which private-market strategies appear in Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Private Equity, Growth Equity, Real Assets. Open preview records include Starwood Capital Group XII (2025 Vintage), Berkshire Fund XI (2025 Vintage), Starwood Capital Global Opportunity Fund XIV (2025 Vintage), Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage).

How are Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Currituck Coral Gables Sutherland 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 Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/currituck-coral-gables-sutherland-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 Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 610 institutional LPs across 26 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 Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. Starwood Capital Group XII (2023 Vintage)), Harriman Fredericksburg Montague Industrial Consolidated Master Retirement Trust (13 shared vehicles, e.g. Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)), PNC Financial Services Pension Plan Trust (12 shared vehicles, e.g. Springblue B-III, L.P. (2023 Vintage)).

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