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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Stamford, CT HQ: Stamford, CT

Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

$26.5B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.51B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Real Estate, Multi-Strategy (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.51B
Total AUM: $26.5B
Median Disclosed Amount
$101.8M
Range: $56.0M – $170.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
SV7 Impact Medicine Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$137.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Silver Lake Technology Investors VIIIAdviser 7.B Vehicle Buyout 2025
$109.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Life Sciences Fund VI, L.P.Adviser 7.B Vehicle Buyout 2025
$103.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Biotech Crossover Opportunities Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$101.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sapphire Emerging Ventures VIIAdviser 7.B Vehicle Venture Capital 2025
$61.8M
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 — Fairfield County Hopewell Pendleton 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

Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $26.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.7% Actual; $477.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$215M–$405M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.7% actual on $26.5B 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 — Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

659 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory (26 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 14 Shared Vehicles

Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund

Sovereign Wealth Fund Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SV7 Impact Medicine Fund, L.P. (2025 Vintage)
Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory: $137.5M · SEC Form ADV 7.B
Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund: $53.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Silver Lake Technology Investors VIII (2025 Vintage) · SV Life Sciences Fund VI, L.P. (2025 Vintage)

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

Carrabassett Cape Fear Bellingham Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Lake Technology Investors VIII (2025 Vintage)
Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory: $109.2M · SEC Form ADV 7.B
Carrabassett Cape Fear Bellingham Mutual & Casualty Insurance General Account: $58.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: SV7 Impact Medicine Fund, L.P. (2025 Vintage) · SV Life Sciences Fund VI, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Delmarva Fauquier Livingston Multi-Family Office Private Capital Platform

Family Office / MFO New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
SV Life Sciences Fund VI, L.P. (2025 Vintage)
Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory: $103.0M · SEC Form ADV 7.B
Delmarva Fauquier Livingston Multi-Family Office Private Capital Platform: $41.0M · SEC Form ADV 7.B

Additional shared vehicles: SV7 Impact Medicine Fund, L.P. (2025 Vintage) · SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+656 Additional Institutional LPs Report Shared Vehicles with Fairfield County Hopewell Pendleton 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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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (659 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 Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Private Equity LPs →Real Estate LPs →Multi-Strategy LPs →

Frequently Asked Questions: Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Stamford, CT; Headquarters: Stamford, CT). Across 26 historical disclosure records tracked on Prilago ($2.51B total parsed USD across disclosed rows), the median disclosed amount is $101.8M (range: $56.0M to $170.7M).

Which private-market strategies appear in Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Equity, Real Estate, Multi-Strategy. Open preview records include SV7 Impact Medicine Fund, L.P. (2025 Vintage), Silver Lake Technology Investors VIII (2025 Vintage), SV Life Sciences Fund VI, L.P. (2025 Vintage), SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage).

How are Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Fairfield County Hopewell Pendleton 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 Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fairfield-county-hopewell-pendleton-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 Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fairfield County Hopewell Pendleton Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 659 institutional LPs across 26 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 Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund (14 shared vehicles, e.g. SV7 Impact Medicine Fund, L.P. (2025 Vintage)), Carrabassett Cape Fear Bellingham Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Silver Lake Technology Investors VIII (2025 Vintage)), Delmarva Fauquier Livingston Multi-Family Office Private Capital Platform (11 shared vehicles, e.g. SV Life Sciences Fund VI, L.P. (2025 Vintage)).

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