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

Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory

$24.8B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($2.79B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Private Equity, Real Estate (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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$2.79B
Total AUM: $24.8B
Median Disclosed Amount
$77.0M
Range: $53.0M – $168.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
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 — Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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
Menlo Inflection IV, LPAdviser 7.B Vehicle Growth Equity 2025
$116.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NOVA Infrastructure Fund II L.P.Adviser 7.B Vehicle Infrastructure 2025
$111.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Meritech Capital Partners VAdviser 7.B Vehicle Buyout 2025
$98.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NewSpring Growth Capital IIAdviser 7.B Vehicle Growth Equity 2025
$95.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
New Enterprise Associates XAdviser 7.B Vehicle Venture Capital 2025
$77.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Glenwood Coeur d'Alene Fitzgerald 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

Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory (Glenwood Springs, CO) committed $63.8M to NB/NJ Custom Investment Fund IV, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($446.4M allocation gap toward a 18.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-23

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory

743 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory (32 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 15 Shared Vehicles

Proficio Capital Partners

Family Office / MFO Newton, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Meritech Capital Partners V (2025 Vintage)
Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $98.2M · SEC Form ADV 7.B
Proficio Capital Partners: $41.8M · SEC Form ADV 7.B

Additional shared vehicles: Mountaingate Capital Fund III (2025 Vintage) · Mount Trident, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Lsv Asset Management

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Nova Infrastructure Fund II (2025 Vintage)
Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $111.8M · SEC Form ADV 7.B
Lsv Asset Management: $76.5M · SEC Form ADV 7.B

Additional shared vehicles: NewSpring Growth Capital II (2025 Vintage) · New Enterprise Associates X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Carmel Valley Escondido Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Menlo Inflection IV, LP (2025 Vintage)
Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory: $116.5M · SEC Form ADV 7.B
Carmel Valley Escondido Ravenscroft Mutual & Casualty Insurance General Account: $33.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Meritech Capital Partners V (2025 Vintage) · Mountaingate Capital Fund III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+740 Additional Institutional LPs Report Shared Vehicles with Glenwood Coeur d'Alene Fitzgerald 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 Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 32 total tracked records for Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (743 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Glenwood Springs, CO). Across 32 historical disclosure records tracked on Prilago ($2.79B total parsed USD across disclosed rows), the median disclosed amount is $77.0M (range: $53.0M to $168.8M).

Which private-market strategies appear in Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Growth Equity, Private Equity, Real Estate. Open preview records include Menlo Inflection IV, LP (2025 Vintage), NOVA Infrastructure Fund II L.P. (2025 Vintage), Meritech Capital Partners V (2025 Vintage), NewSpring Growth Capital II (2025 Vintage).

How are Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Glenwood Coeur d'Alene Fitzgerald 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 Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/glenwood-coeur-d-alene-fitzgerald-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 Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Glenwood Coeur d'Alene Fitzgerald Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 743 institutional LPs across 32 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 Proficio Capital Partners (15 shared vehicles, e.g. Meritech Capital Partners V (2025 Vintage)), Lsv Asset Management (14 shared vehicles, e.g. Nova Infrastructure Fund II (2025 Vintage)), Carmel Valley Escondido Ravenscroft Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. Menlo Inflection IV, LP (2025 Vintage)).

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