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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Warrenton, VA HQ: Warrenton, VA

Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory

$20.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.82B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.82B
Total AUM: $20.9B
Median Disclosed Amount
$63.8M
Range: $44.0M – $134.5M
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 — Fauquier Battenkill Silverstein 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
Advent International GPE, LPAdviser 7.B Vehicle Buyout 2025
$80.5M
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 Select Opportunities Fund A LPAdviser 7.B Vehicle Private Credit 2025
$60.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
LaSalle Income and Growth Fund IXAdviser 7.B Vehicle Growth Equity 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
General Atlantic Partners (GAP) 2021Adviser 7.B Vehicle Growth Equity 2025
$134.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVI Excelsior Opportunities Fund, LPAdviser 7.B Vehicle Private Credit 2025
$105.3M
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 — Fauquier Battenkill Silverstein 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

Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory (Warrenton, VA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($543.4M allocation gap toward a 17.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-16

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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 — Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory

539 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory (26 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 14 Shared Vehicles

Vilnius Lithuania Damariscotta Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Adams Street Innovation Fund IV LP (2023 Vintage)
Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory: $88.5M · SEC Form ADV 7.B
Vilnius Lithuania Damariscotta Sovereign Strategic Investment Fund: $71.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Advent International GPE, LP (2023 Vintage) · Adams Street Leaders Fund II LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Diablo Valley Chestnut Hill Kensington Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Advent International GPE, LP (2023 Vintage)
Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory: $80.5M · SEC Form ADV 7.B
Diablo Valley Chestnut Hill Kensington Mutual & Casualty Insurance General Account: $41.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Adams Street Innovation Fund IV LP (2023 Vintage) · Adams Street Leaders Fund II LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Collier Elmhurst Whitmore Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Adams Street Leaders Fund II LP (2023 Vintage)
Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory: $65.0M · SEC Form ADV 7.B
Collier Elmhurst Whitmore Private Markets Primary & GP Seeder Fund-of-Funds: $50.2M · SEC Form ADV 7.B

Additional shared vehicles: Adams Street Innovation Fund IV LP (2023 Vintage) · Advent International GPE, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+536 Additional Institutional LPs Report Shared Vehicles with Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Fauquier Battenkill Silverstein 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 (539 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 Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Growth Equity LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Warrenton, VA; Headquarters: Warrenton, VA). Across 26 historical disclosure records tracked on Prilago ($1.82B total parsed USD across disclosed rows), the median disclosed amount is $63.8M (range: $44.0M to $134.5M).

Which private-market strategies appear in Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Growth Equity, Private Equity, Venture Capital. Open preview records include Advent International GPE, LP (2025 Vintage), Silver Point Select Opportunities Fund A LP (2025 Vintage), LaSalle Income and Growth Fund IX (2025 Vintage), General Atlantic Partners (GAP) 2021 (2025 Vintage).

How are Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Fauquier Battenkill Silverstein 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 Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fauquier-battenkill-silverstein-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 Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fauquier Battenkill Silverstein Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 539 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 Vilnius Lithuania Damariscotta Sovereign Strategic Investment Fund (14 shared vehicles, e.g. Adams Street Innovation Fund IV LP (2023 Vintage)), Diablo Valley Chestnut Hill Kensington Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. Advent International GPE, LP (2023 Vintage)), Collier Elmhurst Whitmore Private Markets Primary & GP Seeder Fund-of-Funds (14 shared vehicles, e.g. Adams Street Leaders Fund II LP (2023 Vintage)).

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