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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Danbury, CT

Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

$13.1B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.10B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Distressed / Special Situations (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.10B
Total AUM: $13.1B
Median Disclosed Amount
$41.2M
Range: $28.0M – $84.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Asana Partners Fund I, LPAdviser 7.B Vehicle Real Estate 2025
$68.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Corporate Opportunity Fund VI, LPAdviser 7.B Vehicle Buyout 2025
$57.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arsenal Capital Fund VAdviser 7.B Vehicle Buyout 2025
$57.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Artemis Income & Growth Fund IIAdviser 7.B Vehicle Real Estate 2025
$41.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners VII, LPAdviser 7.B Vehicle Buyout 2025
$38.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Danbury Carbondale Whitmore 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

Danbury Carbondale Whitmore 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 2025-03-17

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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 — Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

664 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory (23 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

Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Asana Partners Fund I (2025 Vintage)
Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory: $68.8M · SEC Form ADV 7.B
Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $94.8M · SEC Form ADV 7.B

Additional shared vehicles: Ares Private Credit Opportunities Fund III (2025 Vintage) · Ares Corporate Opportunity Fund VI, LP (2025 Vintage)

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

3M Company Employee Retirement Income Plan Master Trust

Corporate Pension Plan St. Paul, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Private Credit Opportunities Fund III (2025 Vintage)
Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory: $59.5M · SEC Form ADV 7.B
3M Company Employee Retirement Income Plan Master Trust: $50.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Asana Partners Fund I (2025 Vintage) · Ares Corporate Opportunity Fund VI, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Corporate Opportunity Fund VI, LP (2025 Vintage)
Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory: $57.8M · SEC Form ADV 7.B
Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account: $99.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Ares Private Credit Opportunities Fund III (2025 Vintage) · Arsenal Capital Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+661 Additional Institutional LPs Report Shared Vehicles with Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (664 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 Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Danbury, CT). Across 23 historical disclosure records tracked on Prilago ($1.10B total parsed USD across disclosed rows), the median disclosed amount is $41.2M (range: $28.0M to $84.4M).

Which private-market strategies appear in Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Distressed / Special Situations. Open preview records include Asana Partners Fund I, LP (2025 Vintage), Ares Corporate Opportunity Fund VI, LP (2025 Vintage), Arsenal Capital Fund V (2025 Vintage), Artemis Income & Growth Fund II (2025 Vintage).

How are Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Danbury Carbondale Whitmore 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 Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/danbury-carbondale-whitmore-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 Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Danbury Carbondale Whitmore Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 664 institutional LPs across 23 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 Cape May Germantown Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Asana Partners Fund I (2025 Vintage)), 3M Company Employee Retirement Income Plan Master Trust (11 shared vehicles, e.g. Ares Private Credit Opportunities Fund III (2025 Vintage)), Healdsburg Gallatin Valley Holmberg Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Ares Corporate Opportunity Fund VI, LP (2025 Vintage)).

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