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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pennsylvania HQ: Doylestown, PA

Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

$12.5B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.15B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.15B
Total AUM: $12.5B
Median Disclosed Amount
$37.0M
Range: $26.0M – $80.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
Catalyst Fund Limited Partnership VAdviser 7.B Vehicle Buyout 2025
$64.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asia Alternatives Capital Partners VAdviser 7.B Vehicle Buyout 2025
$31.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Catalyst Fund Limited Partnership IVAdviser 7.B Vehicle Buyout 2025
$28.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fifth Avenue Secondary Opportunities II, L.P.Adviser 7.B Vehicle Secondaries 2025
$80.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Altor Fund VIAdviser 7.B Vehicle Buyout 2025
$34.0M
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 — Doylestown Halifax Prescott 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

Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $12.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.5% Actual; $375.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$169M–$319M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.5% actual on $12.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

429 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory (25 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 14 Shared Vehicles

Western & Southern Financial General Account

Insurance Company Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership V (2025 Vintage)
Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory: $64.5M · SEC Form ADV 7.B
Western & Southern Financial General Account: $30.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Catalyst Fund Limited Partnership III (2023 Vintage) · Catalyst Fund Limited Partnership IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

First Pacific Advisors

OCIO / Wealth RIA El Segundo, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catalyst Fund Limited Partnership IV (2023 Vintage)
Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory: $28.8M · SEC Form ADV 7.B
First Pacific Advisors: $134.5M · SEC Form ADV 7.B

Additional shared vehicles: Catalyst Fund Limited Partnership V (2025 Vintage) · Centerbridge Credit Partners V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund

Sovereign Wealth Fund Antwerp, Flanders
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Centerbridge Credit Partners V (2022 Vintage)
Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory: $63.2M · SEC Form ADV 7.B
Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund: $72.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Catalyst Fund Limited Partnership V (2025 Vintage) · Catalyst Fund Limited Partnership IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+426 Additional Institutional LPs Report Shared Vehicles with Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

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

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Request Pilot Access to Full Workspace Data for Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (429 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pennsylvania; Headquarters: Doylestown, PA). Across 25 historical disclosure records tracked on Prilago ($1.15B total parsed USD across disclosed rows), the median disclosed amount is $37.0M (range: $26.0M to $80.5M).

Which private-market strategies appear in Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Real Estate. Open preview records include Catalyst Fund Limited Partnership V (2025 Vintage), Asia Alternatives Capital Partners V (2025 Vintage), Catalyst Fund Limited Partnership IV (2025 Vintage), Fifth Avenue Secondary Opportunities II, L.P. (2025 Vintage).

How are Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Doylestown Halifax Prescott 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 Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/doylestown-halifax-prescott-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 Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Doylestown Halifax Prescott Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 429 institutional LPs across 25 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 Western & Southern Financial General Account (14 shared vehicles, e.g. Catalyst Fund Limited Partnership V (2025 Vintage)), First Pacific Advisors (13 shared vehicles, e.g. Catalyst Fund Limited Partnership IV (2023 Vintage)), Antwerp Flanders PMV Participatiemaatschappij Sovereign Fund Auglaize Sovereign Strategic Investment Fund (13 shared vehicles, e.g. Centerbridge Credit Partners V (2022 Vintage)).

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