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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Evergreen, CO

Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

$16.9B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($1.92B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Distressed / Special Situations (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
29
5 Open Source Trails Below
Sum of Disclosed Rows
$1.92B
Total AUM: $16.9B
Median Disclosed Amount
$59.0M
Range: $36.0M – $115.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
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 — Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 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
BR/ERB Sierra Blanca Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$94.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BR/ERB Tactical Opportunities - Sandia Series, L.P.Adviser 7.B Vehicle Buyout 2025
$66.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Backcast Credit Opportunities IIAdviser 7.B Vehicle Private Credit 2025
$63.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BIG RE Fund IIIAdviser 7.B Vehicle Real Estate 2025
$59.0M
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 Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$51.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Evergreen Delmarva Fairchild 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

Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory (Evergreen, CO) committed $66.2M to BR/ERB Tactical Opportunities - Sandia Series, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($439.4M allocation gap toward a 18.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-18

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

688 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory (29 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 18 Shared Vehicles

LGPS Central Pool (UK LGPS)

Public Pension Plan Wolverhampton, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
B Capital Global Growth IV, L.P. (2025 Vintage)
Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory: $97.5M · SEC Form ADV 7.B
LGPS Central Pool (UK LGPS): $51.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage) · Axxon Brazil Private Equity Fund II B, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Bennington Brazosport Carrington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage)
Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory: $94.2M · SEC Form ADV 7.B
Bennington Brazosport Carrington Private Markets Primary & GP Seeder Fund-of-Funds: $71.8M · SEC Form ADV 7.B

Additional shared vehicles: B Capital Global Growth IV, L.P. (2025 Vintage) · BIG RE Fund III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Phnom Penh Cambodia Haverford Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage)
Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory: $66.2M · SEC Form ADV 7.B
Phnom Penh Cambodia Haverford Sovereign Strategic Investment Fund: $32.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: B Capital Global Growth IV, L.P. (2025 Vintage) · BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+685 Additional Institutional LPs Report Shared Vehicles with Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 29 total tracked records for Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (688 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Evergreen, CO). Across 29 historical disclosure records tracked on Prilago ($1.92B total parsed USD across disclosed rows), the median disclosed amount is $59.0M (range: $36.0M to $115.0M).

Which private-market strategies appear in Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Distressed / Special Situations. Open preview records include BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage), BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage), Backcast Credit Opportunities II (2025 Vintage), BIG RE Fund III (2025 Vintage).

How are Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Evergreen Delmarva Fairchild 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 Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/evergreen-delmarva-fairchild-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 Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Evergreen Delmarva Fairchild Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 688 institutional LPs across 29 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 LGPS Central Pool (UK LGPS) (18 shared vehicles, e.g. B Capital Global Growth IV, L.P. (2025 Vintage)), Bennington Brazosport Carrington Private Markets Primary & GP Seeder Fund-of-Funds (13 shared vehicles, e.g. BR/ERB Sierra Blanca Fund, L.P. (2025 Vintage)), Phnom Penh Cambodia Haverford Sovereign Strategic Investment Fund (13 shared vehicles, e.g. BR/ERB Tactical Opportunities - Sandia Series, L.P. (2025 Vintage)).

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