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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Illinois / Chicago HQ: Downers Grove, IL

Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

$11.0B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($987.0M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Infrastructure, Private 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$987.0M
Total AUM: $11.0B
Median Disclosed Amount
$39.8M
Range: $24.0M – $76.9M
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 — Downers Grove Grand Traverse Beaumont 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
Terracap Partners IV LPAdviser 7.B Vehicle Real Estate 2025
$32.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Oceans Fund IIAdviser 7.B Vehicle Private Credit 2025
$29.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Macquarie Infrastructure Partners VIAdviser 7.B Vehicle Infrastructure 2025
$28.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Insurance Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$76.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourView Royalties Fund IAdviser 7.B Vehicle Private Credit 2025
$50.2M
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 — Downers Grove Grand Traverse Beaumont 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

Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory (Downers Grove, IL) committed $76.9M to Bain Capital Insurance Fund, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($242.0M allocation gap toward a 19.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-11

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

488 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory (24 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 10 Shared Vehicles

Great Miami Hartland Chesterfield Mutual & Casualty Insurance General Account

Insurance Company Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE US Core Partners Fund, L.P. (2025 Vintage)
Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory: $61.0M · SEC Form ADV 7.B
Great Miami Hartland Chesterfield Mutual & Casualty Insurance General Account: $87.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CBRE Andromeda Investments IV (2025 Vintage) · Brookfield SuperCore Co In III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE Andromeda Investments IV (2025 Vintage)
Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory: $28.5M · SEC Form ADV 7.B
Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds: $46.5M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield SuperCore Co In III (2023 Vintage) · Butterfly II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust

Institutional Trust New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SuperCore Co In III (2023 Vintage)
Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory: $28.8M · SEC Form ADV 7.B
Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust: $25.0M · IRS Form 990 Sched D

Additional shared vehicles: CBRE Andromeda Investments IV (2025 Vintage) · Butterfly II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+485 Additional Institutional LPs Report Shared Vehicles with Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 24 total tracked records for Downers Grove Grand Traverse Beaumont 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 (488 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

Real Estate LPs →Private Credit LPs →Buyout LPs →Infrastructure LPs →Private Equity LPs →

Frequently Asked Questions: Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Downers Grove, IL). Across 24 historical disclosure records tracked on Prilago ($987.0M total parsed USD across disclosed rows), the median disclosed amount is $39.8M (range: $24.0M to $76.9M).

Which private-market strategies appear in Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Private Credit, Buyout, Infrastructure, Private Equity. Open preview records include Terracap Partners IV LP (2025 Vintage), Blue Oceans Fund II (2025 Vintage), Macquarie Infrastructure Partners VI (2025 Vintage), Bain Capital Insurance Fund, L.P. (2025 Vintage).

How are Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Downers Grove Grand Traverse Beaumont 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 Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/downers-grove-grand-traverse-beaumont-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 Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Downers Grove Grand Traverse Beaumont Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 488 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 Great Miami Hartland Chesterfield Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. CBRE US Core Partners Fund, L.P. (2025 Vintage)), Congaree Holston Montgomery Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. CBRE Andromeda Investments IV (2025 Vintage)), Finger Lakes Hood River Northrop Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Brookfield SuperCore Co In III (2023 Vintage)).

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