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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Aberdeen, WA

Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

$20.3B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.12B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Private Equity, Growth Equity (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
$2.12B
Total AUM: $20.3B
Median Disclosed Amount
$78.8M
Range: $43.0M – $138.2M
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 — Grays Harbor Estero Bay Breckenridge 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
Bernhard Capital Partners Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$78.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BharCap Partners II, L.P.Adviser 7.B Vehicle Buyout 2025
$56.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bear Coast (Ventures) Fund, LPAdviser 7.B Vehicle Venture Capital 2025
$47.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Paul Capital IXAdviser 7.B Vehicle Private Equity 2025
$126.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourView Royalties Fund IAdviser 7.B Vehicle Private Credit 2025
$108.2M
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 — Grays Harbor Estero Bay Breckenridge 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

Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $20.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 16.7% Actual; $365.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$164M–$311M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 16.7% actual on $20.3B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

497 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory (27 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 14 Shared Vehicles

Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Washington, DC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bernhard Capital Partners Fund III (2023 Vintage)
Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory: $78.8M · SEC Form ADV 7.B
Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust: $57.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Benefit Street Partners Fund VI (2022 Vintage) · Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Fiduciary Trust International

Family Office / MFO Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bear Coast (Ventures) Fund, LP (2023 Vintage)
Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory: $47.5M · SEC Form ADV 7.B
Fiduciary Trust International: $24.5M · SEC Form ADV 7.B

Additional shared vehicles: Benefit Street Partners Fund VI (2022 Vintage) · Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)

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

Community Capital Management

OCIO / Wealth RIA Fort Lauderdale, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Benefit Street Partners Fund VI (2022 Vintage)
Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory: $113.0M · SEC Form ADV 7.B
Community Capital Management: $31.2M · SEC Form ADV 7.B

Additional shared vehicles: Bernhard Capital Partners Fund III (2023 Vintage) · Benefit Street Partners Senior Secured Opportunities II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+494 Additional Institutional LPs Report Shared Vehicles with Grays Harbor Estero Bay Breckenridge 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 Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 27 total tracked records for Grays Harbor Estero Bay Breckenridge 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 (497 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 Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Venture Capital LPs →Private Equity LPs →Growth Equity LPs →

Frequently Asked Questions: Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Aberdeen, WA). Across 27 historical disclosure records tracked on Prilago ($2.12B total parsed USD across disclosed rows), the median disclosed amount is $78.8M (range: $43.0M to $138.2M).

Which private-market strategies appear in Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Venture Capital, Private Equity, Growth Equity. Open preview records include Bernhard Capital Partners Fund III (2025 Vintage), BharCap Partners II, L.P. (2025 Vintage), Bear Coast (Ventures) Fund, LP (2025 Vintage), Paul Capital IX (2025 Vintage).

How are Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Grays Harbor Estero Bay Breckenridge 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 Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/grays-harbor-estero-bay-breckenridge-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 Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Grays Harbor Estero Bay Breckenridge Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 497 institutional LPs across 27 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 Anacostia Grand Traverse Brookfield Industrial Consolidated Master Retirement Trust (14 shared vehicles, e.g. Bernhard Capital Partners Fund III (2023 Vintage)), Fiduciary Trust International (13 shared vehicles, e.g. Bear Coast (Ventures) Fund, LP (2023 Vintage)), Community Capital Management (10 shared vehicles, e.g. Benefit Street Partners Fund VI (2022 Vintage)).

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