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

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

$15.0B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($1.72B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Secondaries, Real Assets (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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$1.72B
Total AUM: $15.0B
Median Disclosed Amount
$53.0M
Range: $32.0M – $99.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
New Mountain Partnersd Fund VIIAdviser 7.B Vehicle Buyout 2025
$72.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund III, LPAdviser 7.B Vehicle Real Estate 2025
$38.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NexPhase Capital Fund VAdviser 7.B Vehicle Buyout 2025
$36.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
New Jersey Asia Investors Evergreen, LPAdviser 7.B Vehicle Private Equity 2023
$56.5M
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
Neuberger Berman Secondary Opportunities Fund IIAdviser 7.B Vehicle Secondaries 2023
$53.0M
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 — Elmhurst Chesapeake Bay Prescott 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

Elmhurst Chesapeake Bay Prescott 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 2025-04-25

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

540 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory (31 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 14 Shared Vehicles

Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New Mountain Partnersd Fund VII (2023 Vintage)
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $72.5M · SEC Form ADV 7.B
Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust: $14.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: New Jersey Asia Investors Evergreen, LP (2023 Vintage) · New 2ND Capital Fund III, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Sumitomo Life Insurance General Account

Insurance Company Tokyo / Osaka, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New Jersey Asia Investors Evergreen, LP (2023 Vintage)
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $56.5M · SEC Form ADV 7.B
Sumitomo Life Insurance General Account: $51.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Neuberger Berman Secondary Opportunities Fund II (2023 Vintage) · New 2ND Capital Fund III, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Investure

OCIO / Wealth RIA Charlottesville, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Credit SBIC Fund II, LP (2022 Vintage)
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $44.5M · SEC Form ADV 7.B
Investure: $76.0M · SEC Form ADV 7.B

Additional shared vehicles: New Mountain Partnersd Fund VII (2023 Vintage) · New Jersey Asia Investors Evergreen, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+537 Additional Institutional LPs Report Shared Vehicles with Elmhurst Chesapeake Bay Prescott 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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (540 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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Private Equity LPs →Secondaries LPs →Real Assets LPs →

Frequently Asked Questions: Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Elmhurst, IL). Across 31 historical disclosure records tracked on Prilago ($1.72B total parsed USD across disclosed rows), the median disclosed amount is $53.0M (range: $32.0M to $99.4M).

Which private-market strategies appear in Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Private Equity, Secondaries, Real Assets. Open preview records include New Mountain Partnersd Fund VII (2025 Vintage), Asana Partners Fund III, LP (2025 Vintage), NexPhase Capital Fund V (2025 Vintage), New Jersey Asia Investors Evergreen, LP (2023 Vintage).

How are Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Elmhurst Chesapeake Bay Prescott 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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/elmhurst-chesapeake-bay-prescott-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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 540 institutional LPs across 31 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 Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust (14 shared vehicles, e.g. New Mountain Partnersd Fund VII (2023 Vintage)), Sumitomo Life Insurance General Account (12 shared vehicles, e.g. New Jersey Asia Investors Evergreen, LP (2023 Vintage)), Investure (12 shared vehicles, e.g. New York Credit SBIC Fund II, LP (2022 Vintage)).

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