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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Naperville, IL HQ: Naperville, IL

DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

$23.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($2.15B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Venture Capital, Private Credit, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$2.15B
Total AUM: $23.1B
Median Disclosed Amount
$75.5M
Range: $49.0M – $157.3M
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 — DuPage Valley East Hampton Blackwood 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
EQT Future / EQT XAdviser 7.B Vehicle Buyout 2025
$75.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourVest Infrastructure Opportunities Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$64.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Berkshire Fund XIAdviser 7.B Vehicle Buyout 2025
$55.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NB Secondary Opportunities Fund VAdviser 7.B Vehicle Secondaries 2025
$70.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Venture Coinvestment Fund IV, L.P.Adviser 7.B Vehicle Venture Capital 2025
$49.0M
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 — DuPage Valley East Hampton Blackwood 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

DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory (Naperville, IL) committed $49.0M to Bain Capital Venture Coinvestment Fund IV, L.P. (Venture Capital sleeve) under its 2025 private markets pacing program ($508.2M allocation gap toward a 18.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-25

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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 — DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

562 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as DuPage Valley East Hampton Blackwood 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 12 Shared Vehicles

Sands Capital Management

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Logistics Value Fund VI (2023 Vintage)
DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory: $110.8M · SEC Form ADV 7.B
Sands Capital Management: $98.2M · SEC Form ADV 7.B

Additional shared vehicles: EQT Future / EQT X (2023 Vintage) · EQT Exeter Logistics Value Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

Institutional Trust Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Future / EQT X (2023 Vintage)
DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory: $75.5M · SEC Form ADV 7.B
Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust: $26.0M · IRS Form 990 Sched D

Additional shared vehicles: EQT Exeter Logistics Value Fund VI (2023 Vintage) · EQT Exeter Logistics Value Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Logistics Value Fund I (2023 Vintage)
DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory: $55.2M · SEC Form ADV 7.B
Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account: $107.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EQT Exeter Logistics Value Fund VI (2023 Vintage) · EQT Future / EQT X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+559 Additional Institutional LPs Report Shared Vehicles with DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for DuPage Valley East Hampton Blackwood 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 (562 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 DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Naperville, IL; Headquarters: Naperville, IL). Across 25 historical disclosure records tracked on Prilago ($2.15B total parsed USD across disclosed rows), the median disclosed amount is $75.5M (range: $49.0M to $157.3M).

Which private-market strategies appear in DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory's public disclosures?

DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Venture Capital, Private Credit, Private Equity. Open preview records include EQT Future / EQT X (2025 Vintage), HarbourVest Infrastructure Opportunities Fund III (2025 Vintage), Berkshire Fund XI (2025 Vintage), NB Secondary Opportunities Fund V (2025 Vintage).

How are DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for DuPage Valley East Hampton Blackwood 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 DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/dupage-valley-east-hampton-blackwood-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 DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 562 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 Sands Capital Management (12 shared vehicles, e.g. EQT Exeter Logistics Value Fund VI (2023 Vintage)), Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust (11 shared vehicles, e.g. EQT Future / EQT X (2023 Vintage)), Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. EQT Exeter Logistics Value Fund I (2023 Vintage)).

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