Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Lake Geneva, WI

Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

$26.1B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($1.28B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Infrastructure, Real Estate, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$1.28B
Total AUM: $26.1B
Median Disclosed Amount
$75.0M
Range: $55.0M – $182.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 — Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Atomico Growth VIAdviser 7.B Vehicle Venture Capital 2025
$166.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
IFM Global Infrastructure (US), L.P.Adviser 7.B Vehicle Infrastructure 2025
$142.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ArcLight Energy Partners Fund IXAdviser 7.B Vehicle Infrastructure 2025
$134.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Net Lease Realty Fund VAdviser 7.B Vehicle Real Estate 2025
$75.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sofinnova Capital XIAdviser 7.B Vehicle Venture Capital 2025
$58.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Delavan Arapahoe Bernstein 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

Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $26.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $469.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$211M–$399M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $26.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

367 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory (13 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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 4 Shared Vehicles

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oak HC/FT Partners IV (2021 Vintage)
Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory: $119.0M · SEC Form ADV 7.B
CalSTRS: $100.0M · CAFR / Board Packet (CalSTRSPrivateEquityPerformanceReportFYE2025, p.6)

Additional shared vehicles: OrbiMed Royalty & Credit Opportunities III, LP (2019 Vintage) · Baring Asia Private Equity Fund VII (2018 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hamilton Lane NY Israel Fund II, LP (2022 Vintage)
Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory: $62.0M · SEC Form ADV 7.B
New York State Common Retirement Fund: $300.0M · CAFR / Board Packet (asset-listing-2025, p.149)

Additional shared vehicles: Frazier Life Sciences Public Fund (2021 Vintage)

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

Copper Country Beaverhead Kensington Regional Health System Master Investment Pool

Healthcare / Hospital System Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ArcLight Energy Partners Fund IX (2025 Vintage)
Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory: $134.9M · SEC Form ADV 7.B
Copper Country Beaverhead Kensington Regional Health System Master Investment Pool: $24.0M · IRS Form 990 Sched D

Additional shared vehicles: Oak HC/FT Partners IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+364 Additional Institutional LPs Report Shared Vehicles with Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 13 total tracked records for Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (367 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Infrastructure LPs →Real Estate LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Lake Geneva, WI). Across 13 historical disclosure records tracked on Prilago ($1.28B total parsed USD across disclosed rows), the median disclosed amount is $75.0M (range: $55.0M to $182.5M).

Which private-market strategies appear in Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Infrastructure, Real Estate, Distressed / Special Situations. Open preview records include Atomico Growth VI (2025 Vintage), IFM Global Infrastructure (US), L.P. (2025 Vintage), ArcLight Energy Partners Fund IX (2025 Vintage), TPG Angelo Gordon Net Lease Realty Fund V (2025 Vintage).

How are Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Delavan Arapahoe Bernstein 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 Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/delavan-arapahoe-bernstein-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 Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Delavan Arapahoe Bernstein Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 367 institutional LPs across 13 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 CalSTRS (4 shared vehicles, e.g. Oak HC/FT Partners IV (2021 Vintage)), New York State Common Retirement Fund (2 shared vehicles, e.g. Hamilton Lane NY Israel Fund II, LP (2022 Vintage)), Copper Country Beaverhead Kensington Regional Health System Master Investment Pool (2 shared vehicles, e.g. ArcLight Energy Partners Fund IX (2025 Vintage)).

Related OCIO / Wealth RIA & Minnesota / Wisconsin Institutional LPs

Wisconsin Investment Board (SWIB) (1030)Minnesota SBI (398)CMERS (Milwaukee City Employees) (60)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Cliffwater (32)