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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Kalispell, MT

Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory

$13.9B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($952.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Growth Equity, Real Assets (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
$952.1M
Total AUM: $13.9B
Median Disclosed Amount
$42.5M
Range: $30.0M – $92.1M
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 — Flathead Valley Fairhope Prescott 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
Clayton Dubilier & Rice Fund XIIIAdviser 7.B Vehicle Buyout 2025
$53.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Congress Avenue TrueBridge LPAdviser 7.B Vehicle Venture Capital 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
General Atlantic Partners 2021Adviser 7.B Vehicle Growth Equity 2025
$92.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cloudveil Capital, L.P.Adviser 7.B Vehicle Private Equity 2025
$38.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Thrive Capital Partners VIIIAdviser 7.B Vehicle Venture Capital 2025
$32.0M
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 — Flathead Valley Fairhope Prescott 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

Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory (Kalispell, MT) committed $38.0M to Cloudveil Capital, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($417.0M allocation gap toward a 18.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory

437 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory (15 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 4 Shared Vehicles

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clayton, Dubilier & Rice XI (2021 Vintage)
Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory: $77.2M · SEC Form ADV 7.B
CalSTRS: $350.0M · CAFR / Board Packet (CalSTRSPrivateEquityPerformanceReportFYE2025, p.3)

Additional shared vehicles: Littlejohn Fund VI (2021 Vintage) · Clayton, Dubilier & Rice Fund X, L.P. (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Consolidated Edison (Con Edison) Retirement Plan Master Trust

Corporate Pension Plan New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clayton Dubilier & Rice Fund XIII (2023 Vintage)
Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory: $53.8M · SEC Form ADV 7.B
Consolidated Edison (Con Edison) Retirement Plan Master Trust: $49.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Clayton, Dubilier & Rice XI (2021 Vintage) · Cloudveil Capital, L.P. (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Chappaqua Apalachicola Thornton Regional Health System Master Investment Pool

Healthcare / Hospital System New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cloudveil Capital, L.P. (2021 Vintage)
Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory: $38.0M · SEC Form ADV 7.B
Chappaqua Apalachicola Thornton Regional Health System Master Investment Pool: $42.8M · IRS Form 990 Sched D

Additional shared vehicles: Clayton Dubilier & Rice Fund XIII (2023 Vintage) · Clayton, Dubilier & Rice XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+434 Additional Institutional LPs Report Shared Vehicles with Flathead Valley Fairhope Prescott 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 Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 18 total tracked records for Flathead Valley Fairhope Prescott 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 (437 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 Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Private Equity LPs →Growth Equity LPs →Real Assets LPs →

Frequently Asked Questions: Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory

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

Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Kalispell, MT). Across 18 historical disclosure records tracked on Prilago ($952.1M total parsed USD across disclosed rows), the median disclosed amount is $42.5M (range: $30.0M to $92.1M).

Which private-market strategies appear in Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Equity, Growth Equity, Real Assets. Open preview records include Clayton Dubilier & Rice Fund XIII (2025 Vintage), Congress Avenue TrueBridge LP (2025 Vintage), General Atlantic Partners 2021 (2025 Vintage), Cloudveil Capital, L.P. (2025 Vintage).

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

Records for Flathead Valley Fairhope Prescott 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 Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/flathead-valley-fairhope-prescott-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 Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Flathead Valley Fairhope Prescott Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 437 institutional LPs across 15 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 CalSTRS (4 shared vehicles, e.g. Clayton, Dubilier & Rice XI (2021 Vintage)), Consolidated Edison (Con Edison) Retirement Plan Master Trust (4 shared vehicles, e.g. Clayton Dubilier & Rice Fund XIII (2023 Vintage)), Chappaqua Apalachicola Thornton Regional Health System Master Investment Pool (4 shared vehicles, e.g. Cloudveil Capital, L.P. (2021 Vintage)).

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