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

Darien Great Miami Waverly 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 Private Credit, Infrastructure, Growth 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
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 · 3 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 — Darien Great Miami Waverly 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
Churchill Middle Market Senior Loan Fund VAdviser 7.B Vehicle Private Credit 2025
$47.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Monroe Capital Private Credit Fund VAdviser 7.B Vehicle Private Credit 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
KKR Opportunistic Real Estate Credit Fund IIAdviser 7.B Vehicle Private Credit 2025
$39.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 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
Antares Senior Loan Fund IIAdviser 7.B Vehicle Private Credit 2023
$45.0M
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 — Darien Great Miami Waverly 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

Darien Great Miami Waverly 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 2025-04-15

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory

455 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Darien Great Miami Waverly 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

Huron Valley Fox Cities Pendleton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Diversified Lending Fund (2025 Vintage)
Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory: $93.6M · SEC Form ADV 7.B
Huron Valley Fox Cities Pendleton Institutional Outsourced CIO & Wealth Advisory: $82.3M · SEC Form ADV 7.B

Additional shared vehicles: Fortress Credit Opportunities Fund VI (2025 Vintage) · Churchill Middle Market Senior Loan Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Cape Henlopen Granite State Chesterfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Credit Opportunities Fund VI (2025 Vintage)
Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory: $52.0M · SEC Form ADV 7.B
Cape Henlopen Granite State Chesterfield Private Markets Primary & GP Seeder Fund-of-Funds: $58.0M · SEC Form ADV 7.B

Additional shared vehicles: Churchill Middle Market Senior Loan Fund V (2025 Vintage) · KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Chestnut Hill Brookline Kensington Regional Health System Master Investment Pool

Healthcare / Hospital System Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Churchill Middle Market Senior Loan Fund V (2025 Vintage)
Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory: $47.0M · SEC Form ADV 7.B
Chestnut Hill Brookline Kensington Regional Health System Master Investment Pool: $23.0M · IRS Form 990 Sched D

Additional shared vehicles: Fortress Credit Opportunities Fund VI (2025 Vintage) · Monroe Capital Private Credit Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+452 Additional Institutional LPs Report Shared Vehicles with Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Darien Great Miami Waverly 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 (455 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 Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Darien, CT). 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 Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Infrastructure, Growth Equity. Open preview records include Churchill Middle Market Senior Loan Fund V (2025 Vintage), Monroe Capital Private Credit Fund V (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Fortress Credit Opportunities Fund VI (2025 Vintage).

How are Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Darien Great Miami Waverly 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 Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/darien-great-miami-waverly-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 Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Darien Great Miami Waverly Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 455 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 Huron Valley Fox Cities Pendleton Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. Blue Owl Diversified Lending Fund (2025 Vintage)), Cape Henlopen Granite State Chesterfield Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Fortress Credit Opportunities Fund VI (2025 Vintage)), Chestnut Hill Brookline Kensington Regional Health System Master Investment Pool (8 shared vehicles, e.g. Churchill Middle Market Senior Loan Fund V (2025 Vintage)).

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