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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Lake Geneva, WI

Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform

$3.8B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($421.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Infrastructure, Private Equity, Real Estate (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$421.1M
Total AUM: $3.8B
Median Disclosed Amount
$21.5M
Range: $13.0M – $35.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 Champlain Valley Southwell Multi-Family Office Private Capital Platform

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Levine Leichtman Cap Prt VIIAdviser 7.B Vehicle Private Equity 2025
$23.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Leeds Equity Partners VII, L.P.Adviser 7.B Vehicle Buyout 2025
$21.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Arlington Capital Partners Fund VIIAdviser 7.B Vehicle Buyout 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
TPG Angelo Gordon Europe Realty Fund IVAdviser 7.B Vehicle Real Estate 2025
$35.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Insight Fund XI Follow-On Fund, LPAdviser 7.B Vehicle Buyout 2025
$18.0M
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 Champlain Valley Southwell Multi-Family Office Private Capital Platform

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform (Lake Geneva, WI) committed $21.8M to Leeds Equity Partners VII, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($83.6M allocation gap toward a 25.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-09-22

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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 — Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform

499 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform (17 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 5 Shared Vehicles

London CIV (UK LGPS Pool)

Public Pension Plan London, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Levine Leichtman Cap Prt VII (2025 Vintage)
Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform: $23.2M · SEC Form ADV 7.B
London CIV (UK LGPS Pool): $87.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lerer Hippeau IX (2025 Vintage) · Leeds Equity Partners VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

Institutional Trust Dayton, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lerer Hippeau IX (2025 Vintage)
Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform: $22.5M · SEC Form ADV 7.B
Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust: $27.5M · IRS Form 990 Sched D

Additional shared vehicles: Levine Leichtman Cap Prt VII (2025 Vintage) · Leeds Equity Partners VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Glenwood Bannockburn Montague Mutual & Casualty Insurance General Account

Insurance Company Glenwood Springs, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Leeds Equity Partners VII (2025 Vintage)
Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform: $21.8M · SEC Form ADV 7.B
Glenwood Bannockburn Montague Mutual & Casualty Insurance General Account: $80.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Levine Leichtman Cap Prt VII (2025 Vintage) · Lerer Hippeau IX (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+496 Additional Institutional LPs Report Shared Vehicles with Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform

You are viewing 5 open public preview records (out of 20 total tracked records for Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (499 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 Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform

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

Frequently Asked Questions: Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform

What type of institutional allocator is Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform and what is their typical disclosed ticket size?

Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform is categorized under Family Office / MFO (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Lake Geneva, WI). Across 20 historical disclosure records tracked on Prilago ($421.1M total parsed USD across disclosed rows), the median disclosed amount is $21.5M (range: $13.0M to $35.6M).

Which private-market strategies appear in Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform's public disclosures?

Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform has disclosed records across Buyout, Venture Capital, Infrastructure, Private Equity, Real Estate. Open preview records include Levine Leichtman Cap Prt VII (2025 Vintage), Leeds Equity Partners VII, L.P. (2025 Vintage), Arlington Capital Partners Fund VII (2025 Vintage), TPG Angelo Gordon Europe Realty Fund IV (2025 Vintage).

How are Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform's historical records substantiated and separated from active searches on Prilago?

Records for Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform 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 Champlain Valley Southwell Multi-Family Office Private Capital Platform's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/delavan-champlain-valley-southwell-multi-family-office-private-capital-platform 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 Champlain Valley Southwell Multi-Family Office Private Capital Platform?

In Prilago's bilateral commitment graph, Delavan Champlain Valley Southwell Multi-Family Office Private Capital Platform shares resolved underlying fund vehicles with 499 institutional LPs across 17 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 London CIV (UK LGPS Pool) (5 shared vehicles, e.g. Levine Leichtman Cap Prt VII (2025 Vintage)), Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust (5 shared vehicles, e.g. Lerer Hippeau IX (2025 Vintage)), Glenwood Bannockburn Montague Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Leeds Equity Partners VII (2025 Vintage)).

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