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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pennsylvania HQ: Gettysburg, PA

Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

$11.8B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.17B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$1.17B
Total AUM: $11.8B
Median Disclosed Amount
$41.8M
Range: $26.0M – $73.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
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 — Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Whitman Peterson Fund VAdviser 7.B Vehicle Real Estate 2025
$36.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Verdion European Logistics Partners IIAdviser 7.B Vehicle Real Estate 2025
$35.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Capital XIAdviser 7.B Vehicle Buyout 2025
$26.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Eurazeo Capital VAdviser 7.B Vehicle Buyout 2025
$57.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Artemis RE Fund IVAdviser 7.B Vehicle Real Estate 2025
$48.2M
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 — Gettysburg Calumet Chesterfield 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

Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $212.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$96M–$181M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 15.2% actual on $11.8B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 — Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

429 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory (25 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 13 Shared Vehicles

Kuantan Pahang Malaysia Farmington Sovereign Strategic Investment Fund

Sovereign Wealth Fund Asia-Pacific
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Verdion European Logistics Partners II (2025 Vintage)
Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory: $35.0M · SEC Form ADV 7.B
Kuantan Pahang Malaysia Farmington Sovereign Strategic Investment Fund: $50.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Varsity Healthcare IV (2023 Vintage) · Vertu Partners Fund I, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Cape Henlopen Chincoteague Whitmore Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Varsity Healthcare IV (2023 Vintage)
Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory: $32.0M · SEC Form ADV 7.B
Cape Henlopen Chincoteague Whitmore Private Markets Primary & GP Seeder Fund-of-Funds: $64.0M · SEC Form ADV 7.B

Additional shared vehicles: Verdion European Logistics Partners II (2025 Vintage) · Vertu Partners Fund I, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Beirut Lebanon Sovereign Oil & Gas Reserve Trust East Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Verition Structured Credit Fund III (2022 Vintage)
Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory: $40.2M · SEC Form ADV 7.B
Beirut Lebanon Sovereign Oil & Gas Reserve Trust East Sovereign Strategic Investment Fund: $31.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Verdion European Logistics Partners II (2025 Vintage) · Varsity Healthcare IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+426 Additional Institutional LPs Report Shared Vehicles with Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 27 total tracked records for Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (429 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 Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Real Estate LPs →Venture Capital LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pennsylvania; Headquarters: Gettysburg, PA). Across 27 historical disclosure records tracked on Prilago ($1.17B total parsed USD across disclosed rows), the median disclosed amount is $41.8M (range: $26.0M to $73.8M).

Which private-market strategies appear in Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Venture Capital, Private Equity, Private Credit. Open preview records include Whitman Peterson Fund V (2025 Vintage), Verdion European Logistics Partners II (2025 Vintage), H&F Capital XI (2025 Vintage), Eurazeo Capital V (2025 Vintage).

How are Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Gettysburg Calumet Chesterfield 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 Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gettysburg-calumet-chesterfield-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 Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Gettysburg Calumet Chesterfield Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 429 institutional LPs across 25 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 Kuantan Pahang Malaysia Farmington Sovereign Strategic Investment Fund (13 shared vehicles, e.g. Verdion European Logistics Partners II (2025 Vintage)), Cape Henlopen Chincoteague Whitmore Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Varsity Healthcare IV (2023 Vintage)), Beirut Lebanon Sovereign Oil & Gas Reserve Trust East Sovereign Strategic Investment Fund (10 shared vehicles, e.g. Verition Structured Credit Fund III (2022 Vintage)).

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