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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: East Hampton, NY

East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

$15.0B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.17B parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Private Credit, Real Estate, Buyout, Venture Capital (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.17B
Total AUM: $15.0B
Median Disclosed Amount
$47.0M
Range: $32.0M – $99.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Strategic Partners Infrastructure III LPAdviser 7.B Vehicle Infrastructure 2025
$46.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HGGC Fund VIAdviser 7.B Vehicle Buyout 2025
$40.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Financial Credit Investments Fund III, LPAdviser 7.B Vehicle Private Credit 2025
$34.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HighVista Private Equity X LPAdviser 7.B Vehicle Private Equity 2023
$55.8M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
HighVista US PE IXAdviser 7.B Vehicle Private Equity 2023
$50.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — East Hampton Choptank Westbrook 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

East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $15.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.8% Actual; $330.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$148M–$280M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.8% actual on $15.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

394 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory (21 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 9 Shared Vehicles

Chemung Chickamauga Holmberg Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HighVista Private Equity X (2023 Vintage)
East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory: $55.8M · SEC Form ADV 7.B
Chemung Chickamauga Holmberg Mutual & Casualty Insurance General Account: $66.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HighVista US PE IX (2023 Vintage) · HighVista PE III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Brunei Investment Agency (BIA Sovereign Fund)

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HighVista US PE IX (2023 Vintage)
East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory: $50.5M · SEC Form ADV 7.B
Brunei Investment Agency (BIA Sovereign Fund): $153.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HighVista Private Equity X (2023 Vintage) · HighVista PE III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Neuberger Berman Crossroads & Primary FoF

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HighVista PE III (2023 Vintage)
East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory: $50.2M · SEC Form ADV 7.B
Neuberger Berman Crossroads & Primary FoF: $99.0M · SEC Form ADV 7.B

Additional shared vehicles: HighVista Private Equity X (2023 Vintage) · HighVista US PE IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+391 Additional Institutional LPs Report Shared Vehicles with East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 22 total tracked records for East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (394 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory

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

East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: East Hampton, NY). Across 22 historical disclosure records tracked on Prilago ($1.17B total parsed USD across disclosed rows), the median disclosed amount is $47.0M (range: $32.0M to $99.4M).

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

East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Equity, Private Credit, Real Estate, Buyout, Venture Capital. Open preview records include Strategic Partners Infrastructure III LP (2025 Vintage), HGGC Fund VI (2025 Vintage), Apollo Financial Credit Investments Fund III, LP (2025 Vintage), HighVista Private Equity X LP (2023 Vintage).

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

Records for East Hampton Choptank Westbrook 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 East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/east-hampton-choptank-westbrook-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 East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, East Hampton Choptank Westbrook Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 394 institutional LPs across 21 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 Chemung Chickamauga Holmberg Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. HighVista Private Equity X (2023 Vintage)), Brunei Investment Agency (BIA Sovereign Fund) (8 shared vehicles, e.g. HighVista US PE IX (2023 Vintage)), Neuberger Berman Crossroads & Primary FoF (8 shared vehicles, e.g. HighVista PE III (2023 Vintage)).

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