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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Florida HQ: Bonita Springs, FL

Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory

$8.8B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($649.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Real Assets, Private Equity, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$649.6M
Total AUM: $8.8B
Median Disclosed Amount
$34.2M
Range: $19.0M – $58.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
LS Investments C, L.P.Adviser 7.B Vehicle Private Equity 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
Atlas Enhanced Fund LPAdviser 7.B Vehicle Multi-Strategy 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
Peak Rock Capital Fund IV LPAdviser 7.B Vehicle Buyout 2025
$19.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BCP Tac Ops III S (Surge) LPAdviser 7.B Vehicle Private Equity 2025
$53.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Storm Ventures Fund VII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$25.0M
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 — Estero Bay Chickamauga Rutherford 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

Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $8.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.4% Actual; $228.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$103M–$194M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.4% actual on $8.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 — Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory

466 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory (18 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 7 Shared Vehicles

Panagora Asset Management

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Taurus Private Markets Fund II (2025 Vintage)
Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory: $36.0M · SEC Form ADV 7.B
Panagora Asset Management: $91.5M · SEC Form ADV 7.B

Additional shared vehicles: Technology Impact Fund II (2021 Vintage) · Technology Crossover Ventures (TCV) XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Choreo

Family Office / MFO Rockford, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Impact Fund II (2021 Vintage)
Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory: $45.6M · SEC Form ADV 7.B
Choreo: $50.0M · SEC Form ADV 7.B

Additional shared vehicles: Taurus Private Markets Fund II (2025 Vintage) · Technology Crossover Ventures (TCV) XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Germantown Bitterroot Pendleton Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Crossover Ventures (TCV) XI (2021 Vintage)
Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory: $34.2M · SEC Form ADV 7.B
Germantown Bitterroot Pendleton Permanent Endowment & Fiduciary Trust: $34.0M · IRS Form 990 Sched D

Additional shared vehicles: Taurus Private Markets Fund II (2025 Vintage) · Technology Impact Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+463 Additional Institutional LPs Report Shared Vehicles with Estero Bay Chickamauga Rutherford 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 Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 19 total tracked records for Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (466 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 Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Florida; Headquarters: Bonita Springs, FL). Across 19 historical disclosure records tracked on Prilago ($649.6M total parsed USD across disclosed rows), the median disclosed amount is $34.2M (range: $19.0M to $58.3M).

Which private-market strategies appear in Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Real Assets, Private Equity, Venture Capital. Open preview records include LS Investments C, L.P. (2025 Vintage), Atlas Enhanced Fund LP (2025 Vintage), Peak Rock Capital Fund IV LP (2025 Vintage), BCP Tac Ops III S (Surge) LP (2025 Vintage).

How are Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Estero Bay Chickamauga Rutherford 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 Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/estero-bay-chickamauga-rutherford-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 Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Estero Bay Chickamauga Rutherford Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 466 institutional LPs across 18 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 Panagora Asset Management (7 shared vehicles, e.g. Taurus Private Markets Fund II (2025 Vintage)), Choreo (7 shared vehicles, e.g. Technology Impact Fund II (2021 Vintage)), Germantown Bitterroot Pendleton Permanent Endowment & Fiduciary Trust (7 shared vehicles, e.g. Technology Crossover Ventures (TCV) XI (2021 Vintage)).

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