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

Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

$12.3B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.15B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Venture Capital, Private 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.15B
Total AUM: $12.3B
Median Disclosed Amount
$38.8M
Range: $26.0M – $76.9M
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 — Fort Collins Dorchester Carmichael 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
H&F Corporate Investors XIAdviser 7.B Vehicle Private Equity 2025
$62.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Trident X, L.P.Adviser 7.B Vehicle Buyout 2025
$37.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Europe Fund IIIAdviser 7.B Vehicle Growth Equity 2025
$28.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Baring Asia VIIIAdviser 7.B Vehicle Buyout 2025
$76.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antares Senior Loan Fund VAdviser 7.B Vehicle Private Credit 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

Forward-Looking Searches, Pacing Plans & Governance Updates — Fort Collins Dorchester Carmichael 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

Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $12.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.8% Actual; $270.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$122M–$230M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.8% actual on $12.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

469 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fort Collins Dorchester Carmichael 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

Artémis (Pinault Family Holding)

Family Office / MFO Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Corporate Investors XI (2023 Vintage)
Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory: $62.8M · SEC Form ADV 7.B
Artémis (Pinault Family Holding): $133.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Greystar Equity Partners X (2023 Vintage) · H&F Buyout Fund XII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Hudson Valley Emerald Coast Vanderbilt Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Greystar Equity Partners X (2023 Vintage)
Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory: $62.5M · SEC Form ADV 7.B
Hudson Valley Emerald Coast Vanderbilt Institutional Outsourced CIO & Wealth Advisory: $75.0M · SEC Form ADV 7.B

Additional shared vehicles: H&F Corporate Investors XI (2023 Vintage) · H&F Buyout Fund XII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Sepio Capital

Family Office / MFO Salt Lake City, UT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H&F Buyout Fund XII (2023 Vintage)
Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory: $49.5M · SEC Form ADV 7.B
Sepio Capital: $7.0M · SEC Form ADV 7.B

Additional shared vehicles: H&F Corporate Investors XI (2023 Vintage) · Greystar Equity Partners X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+466 Additional Institutional LPs Report Shared Vehicles with Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Fort Collins Dorchester Carmichael 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 (469 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Fort Collins, CO). Across 26 historical disclosure records tracked on Prilago ($1.15B total parsed USD across disclosed rows), the median disclosed amount is $38.8M (range: $26.0M to $76.9M).

Which private-market strategies appear in Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Growth Equity, Venture Capital, Private Equity, Private Credit. Open preview records include H&F Corporate Investors XI (2025 Vintage), Trident X, L.P. (2025 Vintage), Bain Capital Europe Fund III (2025 Vintage), Baring Asia VIII (2025 Vintage).

How are Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Fort Collins Dorchester Carmichael 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 Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fort-collins-dorchester-carmichael-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 Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fort Collins Dorchester Carmichael Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 469 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 Artémis (Pinault Family Holding) (14 shared vehicles, e.g. H&F Corporate Investors XI (2023 Vintage)), Hudson Valley Emerald Coast Vanderbilt Institutional Outsourced CIO & Wealth Advisory (13 shared vehicles, e.g. Greystar Equity Partners X (2023 Vintage)), Sepio Capital (12 shared vehicles, e.g. H&F Buyout Fund XII (2023 Vintage)).

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