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

Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

$9.1B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($604.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Fund of Funds, Private Equity, Real Estate, 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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$604.5M
Total AUM: $9.1B
Median Disclosed Amount
$28.0M
Range: $20.0M – $62.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
BCP Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$48.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BGH Capital Fund IIAdviser 7.B Vehicle Buyout 2025
$28.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Resilient Real Estate Fund IIIAdviser 7.B Vehicle Real Estate 2025
$24.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mesirow Financial Private Equity IXAdviser 7.B Vehicle Fund of Funds 2025
$23.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BC Partners XIIAdviser 7.B Vehicle Buyout 2024
$46.2M
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 — Danbury Coosa Valley Sterling 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 Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $9.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 16.7% Actual; $163.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$74M–$139M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 16.7% actual on $9.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

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

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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 Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

439 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory (18 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 6 Shared Vehicles

LGPS Central Pool (UK LGPS)

Public Pension Plan Wolverhampton, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BCP Fund II, L.P. (2025 Vintage)
Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory: $48.8M · SEC Form ADV 7.B
LGPS Central Pool (UK LGPS): $84.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: B Capital Global Growth IV, L.P. (2025 Vintage) · BC Partners XII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
B Capital Global Growth IV, L.P. (2025 Vintage)
Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory: $21.0M · SEC Form ADV 7.B
Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory: $97.5M · SEC Form ADV 7.B

Additional shared vehicles: BCP Fund II, L.P. (2025 Vintage) · BC Partners XII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Bennington Brazosport Carrington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BC Partners XII (2024 Vintage)
Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory: $46.2M · SEC Form ADV 7.B
Bennington Brazosport Carrington Private Markets Primary & GP Seeder Fund-of-Funds: $84.2M · SEC Form ADV 7.B

Additional shared vehicles: BCP Fund II, L.P. (2025 Vintage) · B Capital Global Growth IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+436 Additional Institutional LPs Report Shared Vehicles with Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 18 total tracked records for Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (439 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 Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Fund of Funds LPs →Private Equity LPs →Real Estate LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory

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

Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Danbury, CT). Across 18 historical disclosure records tracked on Prilago ($604.5M total parsed USD across disclosed rows), the median disclosed amount is $28.0M (range: $20.0M to $62.0M).

Which private-market strategies appear in Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Fund of Funds, Private Equity, Real Estate, Distressed / Special Situations. Open preview records include BCP Fund II, L.P. (2025 Vintage), BGH Capital Fund II (2025 Vintage), Blackstone Green Resilient Real Estate Fund III (2025 Vintage), Mesirow Financial Private Equity IX (2025 Vintage).

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

Records for Danbury Coosa Valley Sterling 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 Coosa Valley Sterling 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-coosa-valley-sterling-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 Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Danbury Coosa Valley Sterling Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 439 institutional LPs across 18 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 LGPS Central Pool (UK LGPS) (6 shared vehicles, e.g. BCP Fund II, L.P. (2025 Vintage)), Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. B Capital Global Growth IV, L.P. (2025 Vintage)), Bennington Brazosport Carrington Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. BC Partners XII (2024 Vintage)).

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