Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mid-Atlantic / DC Metro HQ: Cambridge, MD

Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory

$27.1B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.26B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Real Assets, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$2.26B
Total AUM: $27.1B
Median Disclosed Amount
$82.0M
Range: $58.0M – $174.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 — Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Arlington Capital Partners Fund VIIAdviser 7.B Vehicle Buyout 2025
$78.0M
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
$75.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sterling Investors Fund I LPAdviser 7.B Vehicle Real Estate 2025
$68.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H.I.G. Bayside Loan Opp. Fund IIIAdviser 7.B Vehicle Private Credit 2025
$58.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Horizon Capital Growth Fund IV L.P.Adviser 7.B Vehicle Growth Equity 2025
$159.4M
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 — Dorchester Cape Fear Brookfield 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

Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $27.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.3% Actual; $596.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$268M–$507M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.3% actual on $27.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory

496 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory (24 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 12 Shared Vehicles

Grantham Mayo Van Otterloo & Co

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Asia Fund IV (2023 Vintage)
Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory: $137.2M · SEC Form ADV 7.B
Grantham Mayo Van Otterloo & Co: $20.5M · SEC Form ADV 7.B

Additional shared vehicles: BVP Forge Institutional L.P. (2023 Vintage) · Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Waldron Private Wealth

Family Office / MFO Bridgeville, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BVP Forge Institutional L.P. (2023 Vintage)
Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory: $96.8M · SEC Form ADV 7.B
Waldron Private Wealth: $10.2M · SEC Form ADV 7.B

Additional shared vehicles: Bain Capital Credit Asia Fund IV (2023 Vintage) · Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Markel Group General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage)
Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory: $84.8M · SEC Form ADV 7.B
Markel Group General Account: $15.5M · SEC EDGAR Filing

Additional shared vehicles: Bain Capital Credit Asia Fund IV (2023 Vintage) · BVP Forge Institutional L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+493 Additional Institutional LPs Report Shared Vehicles with Dorchester Cape Fear Brookfield 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 Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 24 total tracked records for Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (496 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Real Assets LPs →Growth Equity LPs →

Frequently Asked Questions: Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Cambridge, MD). Across 24 historical disclosure records tracked on Prilago ($2.26B total parsed USD across disclosed rows), the median disclosed amount is $82.0M (range: $58.0M to $174.6M).

Which private-market strategies appear in Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Real Assets, Growth Equity. Open preview records include Arlington Capital Partners Fund VII (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sterling Investors Fund I LP (2025 Vintage), H.I.G. Bayside Loan Opp. Fund III (2025 Vintage).

How are Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Dorchester Cape Fear Brookfield 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 Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/dorchester-cape-fear-brookfield-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 Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Dorchester Cape Fear Brookfield Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 496 institutional LPs across 24 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 Grantham Mayo Van Otterloo & Co (12 shared vehicles, e.g. Bain Capital Credit Asia Fund IV (2023 Vintage)), Waldron Private Wealth (12 shared vehicles, e.g. BVP Forge Institutional L.P. (2023 Vintage)), Markel Group General Account (12 shared vehicles, e.g. Bain Capital Credit Distressed and Special Situations 2023 (2023 Vintage)).

Related OCIO / Wealth RIA & Mid-Atlantic / DC Metro Institutional LPs

Virginia Retirement System (394)Maryland State Retirement (378)West Virginia IMB (370)Baltimore City ERS (BCERS) (71)Fairfax County Employees (FCERS-VA) (62)Fairfax County Uniformed (FCURS) (58)Fairfax County Police (FCPORS) (49)RRS (Richmond Retirement System) (35)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)