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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Manchester, NH

Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

$15.2B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($1.61B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Growth Equity, Infrastructure (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
28
5 Open Source Trails Below
Sum of Disclosed Rows
$1.61B
Total AUM: $15.2B
Median Disclosed Amount
$56.5M
Range: $32.0M – $103.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
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 — Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
B Capital Global Growth III, L.P.Adviser 7.B Vehicle Growth Equity 2025
$74.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
FGP PA Redwood Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$44.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICG Infrastructure Equity Fund IAdviser 7.B Vehicle Infrastructure 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
Axxon Brazil Private Equity Fund II B, LPAdviser 7.B Vehicle Buyout 2023
$82.5M
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
Axiom Asia Private Capital Fund III, LPAdviser 7.B Vehicle Buyout 2023
$56.5M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Granite State Evangeline Sheffield 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

Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $15.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 15.5% Actual; $456.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$205M–$388M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 15.5% actual on $15.2B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

517 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory (24 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

Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Axxon Brazil Private Equity Fund II B, LP (2024 Vintage)
Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory: $82.5M · SEC Form ADV 7.B
Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory: $77.2M · SEC Form ADV 7.B

Additional shared vehicles: Axiom Asia Private Capital Fund III, LP (2024 Vintage) · Axiom Asia Fund 6, LP (2024 Vintage)

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

Door County Guadalupe Harrington Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Axiom Asia Private Capital Fund III, LP (2024 Vintage)
Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory: $56.5M · SEC Form ADV 7.B
Door County Guadalupe Harrington Mutual & Casualty Insurance General Account: $74.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Axxon Brazil Private Equity Fund II B, LP (2024 Vintage) · Axiom Asia Fund 6, LP (2024 Vintage)

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

Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Axiom Asia Fund 6, LP (2024 Vintage)
Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory: $39.0M · SEC Form ADV 7.B
Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account: $87.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Axxon Brazil Private Equity Fund II B, LP (2024 Vintage) · Axiom Asia Private Capital Fund III, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+514 Additional Institutional LPs Report Shared Vehicles with Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 28 total tracked records for Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (517 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 Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Manchester, NH). Across 28 historical disclosure records tracked on Prilago ($1.61B total parsed USD across disclosed rows), the median disclosed amount is $56.5M (range: $32.0M to $103.5M).

Which private-market strategies appear in Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Real Estate, Growth Equity, Infrastructure. Open preview records include B Capital Global Growth III, L.P. (2025 Vintage), FGP PA Redwood Fund LP (2025 Vintage), ICG Infrastructure Equity Fund I (2025 Vintage), Axxon Brazil Private Equity Fund II B, LP (2023 Vintage).

How are Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Granite State Evangeline Sheffield 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 Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/granite-state-evangeline-sheffield-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 Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Granite State Evangeline Sheffield Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 517 institutional LPs across 24 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 Borger Downers Grove Hawthorne Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Axxon Brazil Private Equity Fund II B, LP (2024 Vintage)), Door County Guadalupe Harrington Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Axiom Asia Private Capital Fund III, LP (2024 Vintage)), Cayuga Lake Cuyahoga Valley Worthington Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Axiom Asia Fund 6, LP (2024 Vintage)).

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