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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Appleton, WI

Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

$18.8B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($2.11B parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Buyout, Secondaries, Real Estate, 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
31
5 Open Source Trails Below
Sum of Disclosed Rows
$2.11B
Total AUM: $18.8B
Median Disclosed Amount
$61.5M
Range: $40.0M – $131.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
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 — Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 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
Newlight Senior Credit Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2025
$56.0M
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 Life Sciences Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$45.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Warburg Pincus RE IAdviser 7.B Vehicle Real Estate 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
HarbourVest - Dover Street XIAdviser 7.B Vehicle Secondaries 2023
$61.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
EnCap Energy Capital Fund XIIIAdviser 7.B Vehicle Natural Resources 2023
$102.9M
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 — Fox Cities Fayetteville Southwell 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

Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $18.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.0% Actual; $564.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$254M–$479M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.0% actual on $18.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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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 — Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

768 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory (29 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

Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Brookline, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest IX (2024 Vintage)
Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory: $62.0M · SEC Form ADV 7.B
Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds: $110.8M · SEC Form ADV 7.B

Additional shared vehicles: HarbourVest International Private Equity Partners VIII (2021 Vintage) · HarbourVest 2020 Global Fund, L.P. (2020 Vintage)

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

Humboldt Coosa Valley Remington Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Dover Street XI (2023 Vintage)
Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory: $61.5M · SEC Form ADV 7.B
Humboldt Coosa Valley Remington Mutual & Casualty Insurance General Account: $84.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest IX (2024 Vintage) · HarbourVest International Private Equity Partners VIII (2021 Vintage)

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

Shelter Mutual Insurance Company General Account

Insurance Company Columbia, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest International Private Equity Partners VIII (2021 Vintage)
Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory: $83.5M · SEC Form ADV 7.B
Shelter Mutual Insurance Company General Account: $32.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest IX (2024 Vintage) · HarbourVest 2020 Global Fund, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+765 Additional Institutional LPs Report Shared Vehicles with Fox Cities Fayetteville Southwell 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 Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 31 total tracked records for Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (768 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 Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

Fund of Funds LPs →Buyout LPs →Secondaries LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Appleton, WI). Across 31 historical disclosure records tracked on Prilago ($2.11B total parsed USD across disclosed rows), the median disclosed amount is $61.5M (range: $40.0M to $131.4M).

Which private-market strategies appear in Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory has disclosed records across Fund of Funds, Buyout, Secondaries, Real Estate, Private Credit. Open preview records include Newlight Senior Credit Opportunities Fund IV (2025 Vintage), Bain Capital Life Sciences Fund IV, L.P. (2025 Vintage), Warburg Pincus RE I (2025 Vintage), HarbourVest - Dover Street XI (2023 Vintage).

How are Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Fox Cities Fayetteville Southwell 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 Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/fox-cities-fayetteville-southwell-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 Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Fox Cities Fayetteville Southwell Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 768 institutional LPs across 29 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 Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (14 shared vehicles, e.g. HarbourVest IX (2024 Vintage)), Humboldt Coosa Valley Remington Mutual & Casualty Insurance General Account (13 shared vehicles, e.g. HarbourVest Dover Street XI (2023 Vintage)), Shelter Mutual Insurance Company General Account (13 shared vehicles, e.g. HarbourVest International Private Equity Partners VIII (2021 Vintage)).

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