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

Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

$16.9B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($729.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Real Estate, Secondaries (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$729.0M
Total AUM: $16.9B
Median Disclosed Amount
$48.0M
Range: $36.0M – $115.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 — Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Monroe Capital Private Credit Fund VAdviser 7.B Vehicle Private Credit 2025
$46.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Opportunistic Real Estate Credit Fund IIAdviser 7.B Vehicle Private Credit 2025
$44.0M
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 TAO GlobalAdviser 7.B Vehicle Private Credit 2025
$40.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antares Senior Loan Fund IIAdviser 7.B Vehicle Private Credit 2025
$50.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Private Credit Fund IIIAdviser 7.B Vehicle Private Credit 2023
$42.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Farmington Valley Currituck Abernathy 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

Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $16.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 15.9% Actual; $439.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$198M–$373M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 15.9% actual on $16.9B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

494 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory (12 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 8 Shared Vehicles

Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

Institutional Trust Pittsburgh, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)
Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory: $44.0M · SEC Form ADV 7.B
Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D

Additional shared vehicles: Sixth Street TAO Global (2025 Vintage) · HPS Core Senior Lending Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust

Institutional Trust Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Monroe Capital Private Credit Fund V (2025 Vintage)
Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory: $46.0M · SEC Form ADV 7.B
Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D

Additional shared vehicles: KKR Opportunistic Real Estate Credit Fund II (2025 Vintage) · Sixth Street TAO Global (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Antietam Bennington Pembroke Permanent Endowment & Fiduciary Trust

Institutional Trust Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sixth Street TAO Global (2025 Vintage)
Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory: $40.0M · SEC Form ADV 7.B
Antietam Bennington Pembroke Permanent Endowment & Fiduciary Trust: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+491 Additional Institutional LPs Report Shared Vehicles with Farmington Valley Currituck Abernathy 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 Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (494 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 Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Buyout LPs →Venture Capital LPs →Real Estate LPs →Secondaries LPs →

Frequently Asked Questions: Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Simsbury, CT; Headquarters: Simsbury, CT). Across 12 historical disclosure records tracked on Prilago ($729.0M total parsed USD across disclosed rows), the median disclosed amount is $48.0M (range: $36.0M to $115.0M).

Which private-market strategies appear in Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Venture Capital, Real Estate, Secondaries. Open preview records include Monroe Capital Private Credit Fund V (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2025 Vintage), Antares Senior Loan Fund II (2025 Vintage).

How are Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Farmington Valley Currituck Abernathy 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 Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/farmington-valley-currituck-abernathy-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 Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 494 institutional LPs across 12 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 Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)), Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Monroe Capital Private Credit Fund V (2025 Vintage)), Antietam Bennington Pembroke Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Sixth Street TAO Global (2025 Vintage)).

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