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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Duxbury, MA

Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory

$25.5B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($2.33B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Growth 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
$2.33B
Total AUM: $25.5B
Median Disclosed Amount
$93.5M
Range: $54.0M – $178.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
1 Gatekeepers · 4 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 — Duxbury Hartland Abernathy 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
Genstar XI Opportunities Fund I, L.P.Adviser 7.B Vehicle Buyout 2025
$107.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Real Estate Partners Asia IIAdviser 7.B Vehicle Real Estate 2025
$77.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Genstar Capital Partners XIIAdviser 7.B Vehicle Buyout 2025
$71.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ara Fund III, LPAdviser 7.B Vehicle Buyout 2025
$162.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Olympus Growth Fund VIIIAdviser 7.B Vehicle Buyout 2025
$64.0M
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 — Duxbury Hartland Abernathy 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

Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $25.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.0% Actual; $765.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$344M–$650M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.0% actual on $25.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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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 — Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory

551 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Duxbury Hartland Abernathy 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 11 Shared Vehicles

Securian Financial General Account

Insurance Company St. Paul, MN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)
Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory: $147.0M · SEC Form ADV 7.B
Securian Financial General Account: $21.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Genstar Capital Partners XII (2023 Vintage) · General Catalyst Venture XII (2022 Vintage)

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

NEPC

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
General Catalyst Venture XII (2022 Vintage)
Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory: $132.2M · SEC Form ADV 7.B
NEPC: $27.2M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage) · Generation IM Sustainable Solutions Fund IV (2022 Vintage)

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

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Poughkeepsie, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar XI Opportunities Fund I, L.P. (2023 Vintage)
Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory: $107.2M · SEC Form ADV 7.B
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage) · Genstar Capital Partners XII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+548 Additional Institutional LPs Report Shared Vehicles with Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 24 total tracked records for Duxbury Hartland Abernathy 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 (551 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 Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Real Estate LPs →Growth Equity LPs →

Frequently Asked Questions: Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Duxbury, MA). Across 24 historical disclosure records tracked on Prilago ($2.33B total parsed USD across disclosed rows), the median disclosed amount is $93.5M (range: $54.0M to $178.2M).

Which private-market strategies appear in Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Real Estate, Growth Equity. Open preview records include Genstar XI Opportunities Fund I, L.P. (2025 Vintage), Blackstone Real Estate Partners Asia II (2025 Vintage), Genstar Capital Partners XII (2025 Vintage), Ara Fund III, LP (2025 Vintage).

How are Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Duxbury Hartland Abernathy 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 Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/duxbury-hartland-abernathy-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 Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Duxbury Hartland Abernathy Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 551 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 Securian Financial General Account (11 shared vehicles, e.g. Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)), NEPC (10 shared vehicles, e.g. General Catalyst Venture XII (2022 Vintage)), Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Genstar XI Opportunities Fund I, L.P. (2023 Vintage)).

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