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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Vail, CO HQ: Vail, CO

Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

$11.0B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.09B parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Real Estate, Buyout, Infrastructure, Private Credit (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.09B
Total AUM: $11.0B
Median Disclosed Amount
$40.8M
Range: $24.0M – $76.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
HarbourVest - Dover Street XIAdviser 7.B Vehicle Secondaries 2025
$38.5M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hamilton Lane Secondary Funds, LPAdviser 7.B Vehicle Secondaries 2025
$25.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mesirow RE Value V LPAdviser 7.B Vehicle Real Estate 2025
$25.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Credit Partners IVAdviser 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
Basalt Infrastructure IVAdviser 7.B Vehicle Infrastructure 2025
$32.0M
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 — Eagle River Glastonbury Kensington 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

Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory (Vail, CO) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity 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 2025-08-17

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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 — Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

568 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory (23 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 13 Shared Vehicles

Sheffield South Yorkshire Hallamshire Sovereign Industrial Pool Fenwick Sovereign Strategic Investment Fund

Sovereign Wealth Fund Sheffield, South
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Dover Street XI (2025 Vintage)
Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory: $38.5M · SEC Form ADV 7.B
Sheffield South Yorkshire Hallamshire Sovereign Industrial Pool Fenwick Sovereign Strategic Investment Fund: $82.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hamilton Lane Secondary Funds, LP (2025 Vintage) · Hancock Timberland & Farmland, L.P. (2022 Vintage)

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

Corient

Family Office / MFO Miami, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hamilton Lane Secondary Funds, LP (2025 Vintage)
Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory: $25.0M · SEC Form ADV 7.B
Corient: $52.0M · SEC Form ADV 7.B

Additional shared vehicles: HarbourVest Dover Street XI (2025 Vintage) · Hancock Timberland & Farmland, L.P. (2022 Vintage)

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

Guilford Allegheny Valley Montgomery Regional Health System Master Investment Pool

Healthcare / Hospital System Greensboro, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hancock Timberland & Farmland, L.P. (2022 Vintage)
Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory: $52.8M · SEC Form ADV 7.B
Guilford Allegheny Valley Montgomery Regional Health System Master Investment Pool: $23.2M · IRS Form 990 Sched D

Additional shared vehicles: Hamilton Lane Secondary Funds, LP (2025 Vintage) · Hamilton Lane Secondary Fund, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+565 Additional Institutional LPs Report Shared Vehicles with Eagle River Glastonbury Kensington 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 Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (568 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 Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

Frequently Asked Questions: Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Vail, CO; Headquarters: Vail, CO). Across 26 historical disclosure records tracked on Prilago ($1.09B total parsed USD across disclosed rows), the median disclosed amount is $40.8M (range: $24.0M to $76.9M).

Which private-market strategies appear in Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Secondaries, Real Estate, Buyout, Infrastructure, Private Credit. Open preview records include HarbourVest - Dover Street XI (2025 Vintage), Hamilton Lane Secondary Funds, LP (2025 Vintage), Mesirow RE Value V LP (2025 Vintage), Blackstone Green Credit Partners IV (2025 Vintage).

How are Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Eagle River Glastonbury Kensington 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 Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/eagle-river-glastonbury-kensington-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 Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Eagle River Glastonbury Kensington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 568 institutional LPs across 23 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 Sheffield South Yorkshire Hallamshire Sovereign Industrial Pool Fenwick Sovereign Strategic Investment Fund (13 shared vehicles, e.g. HarbourVest Dover Street XI (2025 Vintage)), Corient (11 shared vehicles, e.g. Hamilton Lane Secondary Funds, LP (2025 Vintage)), Guilford Allegheny Valley Montgomery Regional Health System Master Investment Pool (9 shared vehicles, e.g. Hancock Timberland & Farmland, L.P. (2022 Vintage)).

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