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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Golden Valley, MN

Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

$11.1B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($771.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Private Credit, Multi-Strategy (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$771.0M
Total AUM: $11.1B
Median Disclosed Amount
$34.0M
Range: $24.0M – $73.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
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 — Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
UP.Ventures IIAdviser 7.B Vehicle Venture Capital 2025
$50.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP.Labs Fund I, L.P.Adviser 7.B Vehicle Venture Capital 2025
$39.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Canyon Laurel Fund II LPAdviser 7.B Vehicle Real Estate 2025
$31.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP.Labs Fund IAdviser 7.B Vehicle Buyout 2025
$27.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PCCP Debt Fund VIAdviser 7.B Vehicle Real Estate 2025
$47.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Golden Valley Chebacco Weatherby 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

Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.4% Actual; $288.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$130M–$245M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.4% actual on $11.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 — Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

449 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory (17 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 5 Shared Vehicles

RAG-Stiftung Perpetual Endowment

Family Office / MFO Essen, Germany
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
UP.Ventures II (2025 Vintage)
Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory: $50.0M · SEC Form ADV 7.B
RAG-Stiftung Perpetual Endowment: $109.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: UP.Abundance Fund I (2024 Vintage) · UP.Labs Fund I (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Vanderbilt University Office of Investments

University Endowment Nashville, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
UP.Abundance Fund I (2024 Vintage)
Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory: $54.2M · SEC Form ADV 7.B
Vanderbilt University Office of Investments: $88.0M · IRS Form 990 Sched D

Additional shared vehicles: UP.Ventures II (2025 Vintage) · UP.Labs Fund I (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Des Plaines Hocking Hills Chesterfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
UP.Labs Fund I (2024 Vintage)
Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory: $39.8M · SEC Form ADV 7.B
Des Plaines Hocking Hills Chesterfield Industrial Consolidated Master Retirement Trust: $48.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: UP.Ventures II (2025 Vintage) · UP.Abundance Fund I (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+446 Additional Institutional LPs Report Shared Vehicles with Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 20 total tracked records for Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (449 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 Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

Venture Capital LPs →Real Estate LPs →Buyout LPs →Private Credit LPs →Multi-Strategy LPs →

Frequently Asked Questions: Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Golden Valley, MN). Across 20 historical disclosure records tracked on Prilago ($771.0M total parsed USD across disclosed rows), the median disclosed amount is $34.0M (range: $24.0M to $73.5M).

Which private-market strategies appear in Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Real Estate, Buyout, Private Credit, Multi-Strategy. Open preview records include UP.Ventures II (2025 Vintage), UP.Labs Fund I, L.P. (2025 Vintage), Canyon Laurel Fund II LP (2025 Vintage), UP.Labs Fund I (2025 Vintage).

How are Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Golden Valley Chebacco Weatherby 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 Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/golden-valley-chebacco-weatherby-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 Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Golden Valley Chebacco Weatherby Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 449 institutional LPs across 17 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 RAG-Stiftung Perpetual Endowment (5 shared vehicles, e.g. UP.Ventures II (2025 Vintage)), Vanderbilt University Office of Investments (5 shared vehicles, e.g. UP.Abundance Fund I (2024 Vintage)), Des Plaines Hocking Hills Chesterfield Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. UP.Labs Fund I (2024 Vintage)).

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