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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Fairhope, AL

Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

$7.3B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($438.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Infrastructure, Private Equity, Real Estate (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$438.1M
Total AUM: $7.3B
Median Disclosed Amount
$22.2M
Range: $15.0M – $45.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Silver Rock Financial, LPAdviser 7.B Vehicle Direct Lending 2025
$31.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Agriculture Partners IAdviser 7.B Vehicle Private Credit 2025
$24.5M
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 Point Specialty Credit Fund II LPAdviser 7.B Vehicle Private Credit 2025
$22.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NexPhase Capital Fund VAdviser 7.B Vehicle Buyout 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
Blue Owl Digital Infrastructure Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$17.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fairhope Anacostia Kingsley 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

Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory (Fairhope, AL) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($131.4M allocation gap toward a 17.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-15

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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 — Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

436 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory (17 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 6 Shared Vehicles

Lyell Wealth Management

Family Office / MFO Menlo Park, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street Agriculture Partners I (2025 Vintage)
Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory: $24.5M · SEC Form ADV 7.B
Lyell Wealth Management: $5.2M · SEC Form ADV 7.B

Additional shared vehicles: Silver Point Select Opportunities Fund A LP (2025 Vintage) · Silver Point DOF II (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Pzena Investment Management

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Point Select Opportunities Fund A LP (2025 Vintage)
Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory: $24.2M · SEC Form ADV 7.B
Pzena Investment Management: $90.5M · SEC Form ADV 7.B

Additional shared vehicles: Sixth Street Agriculture Partners I (2025 Vintage) · Silver Point DOF II (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Al-Futtaim Group Family Investment Office

Family Office / MFO Dubai, UAE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Silver Point DOF II (2024 Vintage)
Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory: $35.2M · SEC Form ADV 7.B
Al-Futtaim Group Family Investment Office: $16.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sixth Street Agriculture Partners I (2025 Vintage) · Silver Point Select Opportunities Fund A LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+433 Additional Institutional LPs Report Shared Vehicles with Fairhope Anacostia Kingsley 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 Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 17 total tracked records for Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (436 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 Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Buyout LPs →Infrastructure LPs →Private Equity LPs →Real Estate LPs →

Frequently Asked Questions: Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Fairhope, AL). Across 17 historical disclosure records tracked on Prilago ($438.1M total parsed USD across disclosed rows), the median disclosed amount is $22.2M (range: $15.0M to $45.7M).

Which private-market strategies appear in Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Infrastructure, Private Equity, Real Estate. Open preview records include Silver Rock Financial, LP (2025 Vintage), Sixth Street Agriculture Partners I (2025 Vintage), Silver Point Specialty Credit Fund II LP (2025 Vintage), NexPhase Capital Fund V (2025 Vintage).

How are Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Fairhope Anacostia Kingsley 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 Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fairhope-anacostia-kingsley-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 Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fairhope Anacostia Kingsley Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 436 institutional LPs across 17 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 Lyell Wealth Management (6 shared vehicles, e.g. Sixth Street Agriculture Partners I (2025 Vintage)), Pzena Investment Management (5 shared vehicles, e.g. Silver Point Select Opportunities Fund A LP (2025 Vintage)), Al-Futtaim Group Family Investment Office (5 shared vehicles, e.g. Silver Point DOF II (2024 Vintage)).

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