Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Omaha, NE HQ: Omaha, NE

Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

$7.8B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($643.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Venture Capital, Buyout, Distressed / Special Situations, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
23
5 Open Source Trails Below
Sum of Disclosed Rows
$643.0M
Total AUM: $7.8B
Median Disclosed Amount
$23.8M
Range: $17.0M – $48.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 — Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Marathon Eco VIAdviser 7.B Vehicle Private Credit 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
Apollo Investment Fund XIIAdviser 7.B Vehicle Buyout 2025
$23.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Digital Infrastructure Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$20.0M
Adviser-managed fund GAV · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Industry Venture Secondary VIIAdviser 7.B Vehicle Venture Capital 2025
$17.0M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mane Fund IVAdviser 7.B Vehicle Buyout 2023
$19.8M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Elkhorn Calumet Thornton 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

Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $7.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.8% Actual; $171.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$77M–$146M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.8% actual on $7.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

420 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory (22 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 10 Shared Vehicles

Haddonfield Cohasset Ashford Regional Health System Master Investment Pool

Healthcare / Hospital System New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Eco VI (2023 Vintage)
Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory: $38.5M · SEC Form ADV 7.B
Haddonfield Cohasset Ashford Regional Health System Master Investment Pool: $24.8M · IRS Form 990 Sched D

Additional shared vehicles: Mane Fund IV (2023 Vintage) · Madrona Venture Fund IX (2022 Vintage)

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

Northwestern University Investment Office

University Endowment Evanston, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Mane Fund IV (2023 Vintage)
Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory: $19.8M · SEC Form ADV 7.B
Northwestern University Investment Office: $46.2M · IRS Form 990 Sched D

Additional shared vehicles: Marathon Eco VI (2023 Vintage) · Madrona Venture Fund IX (2022 Vintage)

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

Ingalls Investment Management

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Madrona Venture Fund IX (2022 Vintage)
Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory: $38.0M · SEC Form ADV 7.B
Ingalls Investment Management: $15.2M · SEC Form ADV 7.B

Additional shared vehicles: Marathon Eco VI (2023 Vintage) · Mane Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+417 Additional Institutional LPs Report Shared Vehicles with Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 23 total tracked records for Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (420 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

Frequently Asked Questions: Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Omaha, NE; Headquarters: Omaha, NE). Across 23 historical disclosure records tracked on Prilago ($643.0M total parsed USD across disclosed rows), the median disclosed amount is $23.8M (range: $17.0M to $48.8M).

Which private-market strategies appear in Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Venture Capital, Buyout, Distressed / Special Situations, Growth Equity. Open preview records include Marathon Eco VI (2025 Vintage), Apollo Investment Fund XII (2025 Vintage), Blue Owl Digital Infrastructure Fund III (2025 Vintage), Industry Venture Secondary VII (2025 Vintage).

How are Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Elkhorn Calumet Thornton 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 Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/elkhorn-calumet-thornton-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 Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Elkhorn Calumet Thornton Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 420 institutional LPs across 22 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 Haddonfield Cohasset Ashford Regional Health System Master Investment Pool (10 shared vehicles, e.g. Marathon Eco VI (2023 Vintage)), Northwestern University Investment Office (10 shared vehicles, e.g. Mane Fund IV (2023 Vintage)), Ingalls Investment Management (9 shared vehicles, e.g. Madrona Venture Fund IX (2022 Vintage)).

Related OCIO / Wealth RIA & Omaha, NE Institutional LPs