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

Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory

$9.7B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($660.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Private Credit, Private Equity, Growth Equity (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$660.5M
Total AUM: $9.7B
Median Disclosed Amount
$36.8M
Range: $20.0M – $62.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
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 — Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Summit Growth Equity XIIAdviser 7.B Vehicle Growth Equity 2025
$29.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hedosophia Strategic Partners L.P.Adviser 7.B Vehicle Secondaries 2025
$25.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Capital Europe IXAdviser 7.B Vehicle Private Credit 2025
$22.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Insight Fund XI Follow-On Fund, LPAdviser 7.B Vehicle Buyout 2025
$48.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executives XAdviser 7.B Vehicle Buyout 2025
$20.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Fenwick Cherokee Strip Breckenridge 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

Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $9.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 14.9% Actual; $252.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$113M–$214M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 14.9% actual on $9.7B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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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 — Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory

385 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory (18 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 7 Shared Vehicles

Markel Group General Account

Insurance Company Glen Allen, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BVP Forge Institutional L.P. (2023 Vintage)
Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory: $36.8M · SEC Form ADV 7.B
Markel Group General Account: $55.5M · SEC EDGAR Filing

Additional shared vehicles: BRV Lotus Fund III, L.P. (2022 Vintage) · BRV Aster Fund III, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BRV Lotus Fund III, L.P. (2022 Vintage)
Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory: $47.5M · SEC Form ADV 7.B
Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory: $75.5M · SEC Form ADV 7.B

Additional shared vehicles: BVP Forge Institutional L.P. (2023 Vintage) · BRV Aster Fund III, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Grantham Mayo Van Otterloo & Co

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
BRV Aster Fund III, L.P. (2019 Vintage)
Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory: $51.2M · SEC Form ADV 7.B
Grantham Mayo Van Otterloo & Co: $127.8M · SEC Form ADV 7.B

Additional shared vehicles: BVP Forge Institutional L.P. (2023 Vintage) · BRV Lotus Fund III, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+382 Additional Institutional LPs Report Shared Vehicles with Fenwick Cherokee Strip Breckenridge 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 Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 18 total tracked records for Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (385 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 Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Secondaries LPs →Private Credit LPs →Private Equity LPs →Growth Equity LPs →

Frequently Asked Questions: Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Old Saybrook, CT; Headquarters: Old Saybrook, CT). Across 18 historical disclosure records tracked on Prilago ($660.5M total parsed USD across disclosed rows), the median disclosed amount is $36.8M (range: $20.0M to $62.4M).

Which private-market strategies appear in Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Secondaries, Private Credit, Private Equity, Growth Equity. Open preview records include Summit Growth Equity XII (2025 Vintage), Hedosophia Strategic Partners L.P. (2025 Vintage), Ares Capital Europe IX (2025 Vintage), Insight Fund XI Follow-On Fund, LP (2025 Vintage).

How are Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Fenwick Cherokee Strip Breckenridge 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 Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fenwick-cherokee-strip-breckenridge-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 Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fenwick Cherokee Strip Breckenridge Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 385 institutional LPs across 18 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 Markel Group General Account (7 shared vehicles, e.g. BVP Forge Institutional L.P. (2023 Vintage)), Borger Glacier Peak Alderwood Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. BRV Lotus Fund III, L.P. (2022 Vintage)), Grantham Mayo Van Otterloo & Co (6 shared vehicles, e.g. BRV Aster Fund III, L.P. (2019 Vintage)).

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