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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Rockland, ME HQ: Rockland, ME

Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory

$7.5B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($696.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Infrastructure, Venture Capital, Private Equity (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
$696.5M
Total AUM: $7.5B
Median Disclosed Amount
$24.2M
Range: $16.0M – $48.3M
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 — Damariscotta Choptank Fontaine 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
Silver Lake Technology Investors VIIIAdviser 7.B Vehicle Buyout 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
EnCap Energy Transition Fund IIAdviser 7.B Vehicle Infrastructure 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TTCP NMERB SMA Growth, L.P.Adviser 7.B Vehicle Growth Equity 2025
$18.0M
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 Property Partners Asia IVAdviser 7.B Vehicle Real Estate 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Coatue Transport IAdviser 7.B Vehicle Infrastructure 2025
$44.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Damariscotta Choptank Fontaine 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

Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $7.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.9% Actual; $195.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$88M–$166M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.9% actual on $7.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 — Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory

581 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Damariscotta Choptank Fontaine 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 13 Shared Vehicles

Trento Trentino Harpeth Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WestCap II Co IV (2023 Vintage)
Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory: $39.8M · SEC Form ADV 7.B
Trento Trentino Harpeth Sovereign Strategic Investment Fund: $72.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Waterland Private Equity Fund IX (2023 Vintage) · West Street/NJ BSL Credit Partnership LP (2023 Vintage)

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

Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Waterland Private Equity Fund IX (2023 Vintage)
Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory: $33.2M · SEC Form ADV 7.B
Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust: $63.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: WestCap II Co IV (2023 Vintage) · West Street/NJ BSL Credit Partnership LP (2023 Vintage)

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

Cape Henlopen High Country Winchester Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
West Street/NJ BSL Credit Partnership LP (2023 Vintage)
Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory: $25.8M · SEC Form ADV 7.B
Cape Henlopen High Country Winchester Mutual & Casualty Insurance General Account: $49.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: WestCap II Co IV (2023 Vintage) · Waterland Private Equity Fund IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+578 Additional Institutional LPs Report Shared Vehicles with Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Damariscotta Choptank Fontaine 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 (581 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 Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Rockland, ME; Headquarters: Rockland, ME). Across 25 historical disclosure records tracked on Prilago ($696.5M total parsed USD across disclosed rows), the median disclosed amount is $24.2M (range: $16.0M to $48.3M).

Which private-market strategies appear in Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Infrastructure, Venture Capital, Private Equity. Open preview records include Silver Lake Technology Investors VIII (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), TTCP NMERB SMA Growth, L.P. (2025 Vintage), Blackstone Property Partners Asia IV (2025 Vintage).

How are Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Damariscotta Choptank Fontaine 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 Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/damariscotta-choptank-fontaine-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 Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Damariscotta Choptank Fontaine Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 581 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 Trento Trentino Harpeth Sovereign Strategic Investment Fund (13 shared vehicles, e.g. WestCap II Co IV (2023 Vintage)), Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust (13 shared vehicles, e.g. Waterland Private Equity Fund IX (2023 Vintage)), Cape Henlopen High Country Winchester Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. West Street/NJ BSL Credit Partnership LP (2023 Vintage)).

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