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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Greensboro, NC

Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory

$22.6B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.20B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Private Credit, Private Equity, Buyout (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
$2.20B
Total AUM: $22.6B
Median Disclosed Amount
$74.2M
Range: $48.0M – $145.6M
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 — Guilford Highlands Vance 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
Hayfin Direct Lending Fund IVAdviser 7.B Vehicle Private Credit 2025
$102.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Providence Strategic Growth IIIAdviser 7.B Vehicle Growth Equity 2025
$67.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Antler U.S. New Mexico, L.P.Adviser 7.B Vehicle Venture Capital 2025
$53.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bay State Partners, L.P.Adviser 7.B Vehicle Private Equity 2025
$132.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Invesco Real Estate VIAdviser 7.B Vehicle Real Estate 2025
$113.9M
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 — Guilford Highlands Vance 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

Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $22.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.3% Actual; $497.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$224M–$423M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.3% actual on $22.6B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 — Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory

477 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory (26 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

Earnest Partners

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Harrison Street Fund IX (2025 Vintage)
Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory: $107.5M · SEC Form ADV 7.B
Earnest Partners: $101.2M · SEC Form ADV 7.B

Additional shared vehicles: Harvest Partners SCP Fund V (2023 Vintage) · Hayfin Direct Lending Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Brown Brothers Harriman Credit Partners

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Harvest Partners SCP Fund V (2023 Vintage)
Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory: $111.2M · SEC Form ADV 7.B
Brown Brothers Harriman Credit Partners: $42.2M · SEC Form ADV 7.B

Additional shared vehicles: Hayfin Direct Lending Fund IV (2023 Vintage) · Healthcare and Fintech, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Fox River Ashuelot Delacroix Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hayfin Direct Lending Fund IV (2023 Vintage)
Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory: $102.8M · SEC Form ADV 7.B
Fox River Ashuelot Delacroix Industrial Consolidated Master Retirement Trust: $55.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Harrison Street Fund IX (2025 Vintage) · Harvest Partners SCP Fund V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+474 Additional Institutional LPs Report Shared Vehicles with Guilford Highlands Vance 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 Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 27 total tracked records for Guilford Highlands Vance 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 (477 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 Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Greensboro, NC). Across 27 historical disclosure records tracked on Prilago ($2.20B total parsed USD across disclosed rows), the median disclosed amount is $74.2M (range: $48.0M to $145.6M).

Which private-market strategies appear in Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Real Estate, Private Credit, Private Equity, Buyout. Open preview records include Hayfin Direct Lending Fund IV (2025 Vintage), Providence Strategic Growth III (2025 Vintage), Antler U.S. New Mexico, L.P. (2025 Vintage), Bay State Partners, L.P. (2025 Vintage).

How are Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Guilford Highlands Vance 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 Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/guilford-highlands-vance-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 Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Guilford Highlands Vance Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 477 institutional LPs across 26 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 Earnest Partners (14 shared vehicles, e.g. Harrison Street Fund IX (2025 Vintage)), Brown Brothers Harriman Credit Partners (11 shared vehicles, e.g. Harvest Partners SCP Fund V (2023 Vintage)), Fox River Ashuelot Delacroix Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Hayfin Direct Lending Fund IV (2023 Vintage)).

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