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

Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

$11.4B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($529.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Equity, Growth Equity, Private Credit (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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$529.9M
Total AUM: $11.4B
Median Disclosed Amount
$32.0M
Range: $24.0M – $73.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
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 Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
TGM Apartment Partners IIAdviser 7.B Vehicle Buyout 2025
$57.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Stonepeak Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$54.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Schroders PEGD IVAdviser 7.B Vehicle Private Equity 2025
$47.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GIP Spectrum Fund IIAdviser 7.B Vehicle Infrastructure 2025
$31.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Insight Partners X, L.P.Adviser 7.B Vehicle Growth Equity 2023
$29.0M
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 — Fauquier Choptank Sutherland 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 Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.3% Actual; $250.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$113M–$213M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.3% actual on $11.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

301 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory (13 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 2 Shared Vehicles

Vermont Pension Investment Commission (VPIC)

Public Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Credit Strategies VI (2022 Vintage)
Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory: $67.0M · SEC Form ADV 7.B
Vermont Pension Investment Commission (VPIC): $75.0M · CAFR / Board Packet (Vermont Pension Investment Committee Meeting Minutes, October 2023)

Additional shared vehicles: KKR Global Impact Fund (2018 Vintage)

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

Arizona SRS

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TA Select Opportunities Fund IV (2021 Vintage)
Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory: $27.0M · SEC Form ADV 7.B
Arizona SRS: $50.0M · CAFR / Board Packet (Arizona SRS 2021 ACFR)

Additional shared vehicles: Ares Credit Strategies VI (2022 Vintage)

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

Essex County Fox River Waverly Mutual & Casualty Insurance General Account

Insurance Company Salem, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TGM Apartment Partners II (2023 Vintage)
Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory: $57.4M · SEC Form ADV 7.B
Essex County Fox River Waverly Mutual & Casualty Insurance General Account: $96.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TA Select Opportunities Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+298 Additional Institutional LPs Report Shared Vehicles with Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 13 total tracked records for Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (301 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 Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Infrastructure LPs →Private Equity LPs →Growth Equity LPs →Private Credit LPs →

Frequently Asked Questions: Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory

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

Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Warrenton, VA; Headquarters: Warrenton, VA). Across 13 historical disclosure records tracked on Prilago ($529.9M total parsed USD across disclosed rows), the median disclosed amount is $32.0M (range: $24.0M to $73.4M).

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

Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Infrastructure, Private Equity, Growth Equity, Private Credit. Open preview records include TGM Apartment Partners II (2025 Vintage), Stonepeak Infrastructure Partners V (2025 Vintage), Schroders PEGD IV (2025 Vintage), GIP Spectrum Fund II (2025 Vintage).

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

Records for Fauquier Choptank Sutherland 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 Choptank Sutherland 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-choptank-sutherland-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 Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fauquier Choptank Sutherland Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 301 institutional LPs across 13 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 Vermont Pension Investment Commission (VPIC) (2 shared vehicles, e.g. Ares Credit Strategies VI (2022 Vintage)), Arizona SRS (2 shared vehicles, e.g. TA Select Opportunities Fund IV (2021 Vintage)), Essex County Fox River Waverly Mutual & Casualty Insurance General Account (2 shared vehicles, e.g. TGM Apartment Partners II (2023 Vintage)).

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