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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 Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory

$26.3B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.95B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Infrastructure, Venture Capital, Fund of Funds (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.95B
Total AUM: $26.3B
Median Disclosed Amount
$75.8M
Range: $56.0M – $164.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
OCM Opportunities Fund VIIIAdviser 7.B Vehicle Buyout 2025
$106.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Power Opportunities Fund VIIAdviser 7.B Vehicle Infrastructure 2025
$104.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Power Opportunities Fund VI LPAdviser 7.B Vehicle Infrastructure 2025
$75.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lerer Hippeau IX, LPAdviser 7.B Vehicle Venture Capital 2025
$69.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BSCP Institutional Fund II, L.P.Adviser 7.B Vehicle Private Credit 2025
$59.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Glenwood Fayetteville Waverly 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 Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $26.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.4% Actual; $683.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$308M–$581M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.4% actual on $26.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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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 — Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory

589 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory (22 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 10 Shared Vehicles

Fairfield County Deerfield Valley Eastwood Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OCM Opportunities Fund VIII (2025 Vintage)
Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory: $106.8M · SEC Form ADV 7.B
Fairfield County Deerfield Valley Eastwood Industrial Consolidated Master Retirement Trust: $37.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Oaktree Power Opportunities Fund VII (2025 Vintage) · OCM Opportunities Fund VIIIb, LP (2025 Vintage)

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

Carmel Valley Firelands Weatherby Regional Health System Master Investment Pool

Healthcare / Hospital System California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Power Opportunities Fund VII (2025 Vintage)
Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory: $104.0M · SEC Form ADV 7.B
Carmel Valley Firelands Weatherby Regional Health System Master Investment Pool: $37.2M · IRS Form 990 Sched D

Additional shared vehicles: OCM Opportunities Fund VIII (2025 Vintage) · OCM Opportunities Fund VIIIb, LP (2025 Vintage)

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

Delmarva Apalachicola Westbrook Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OCM Opportunities Fund VIIIb, LP (2025 Vintage)
Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory: $70.8M · SEC Form ADV 7.B
Delmarva Apalachicola Westbrook Industrial Consolidated Master Retirement Trust: $34.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: OCM Opportunities Fund VIII (2025 Vintage) · Oaktree Power Opportunities Fund VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+586 Additional Institutional LPs Report Shared Vehicles with Glenwood Fayetteville Waverly 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 Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 22 total tracked records for Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (589 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 Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Infrastructure LPs →Venture Capital LPs →Fund of Funds LPs →

Frequently Asked Questions: Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory

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

Glenwood Fayetteville Waverly 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 22 historical disclosure records tracked on Prilago ($1.95B total parsed USD across disclosed rows), the median disclosed amount is $75.8M (range: $56.0M to $164.6M).

Which private-market strategies appear in Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Infrastructure, Venture Capital, Fund of Funds. Open preview records include OCM Opportunities Fund VIII (2025 Vintage), Oaktree Power Opportunities Fund VII (2025 Vintage), Oaktree Power Opportunities Fund VI LP (2025 Vintage), Lerer Hippeau IX, LP (2025 Vintage).

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

Records for Glenwood Fayetteville Waverly 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 Fayetteville Waverly 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-fayetteville-waverly-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 Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Glenwood Fayetteville Waverly Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 589 institutional LPs across 22 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 Fairfield County Deerfield Valley Eastwood Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. OCM Opportunities Fund VIII (2025 Vintage)), Carmel Valley Firelands Weatherby Regional Health System Master Investment Pool (10 shared vehicles, e.g. Oaktree Power Opportunities Fund VII (2025 Vintage)), Delmarva Apalachicola Westbrook Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. OCM Opportunities Fund VIIIb, LP (2025 Vintage)).

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