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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Gunnison, CO

Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory

$12.1B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($899.5M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Venture Capital, Private Credit, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$899.5M
Total AUM: $12.1B
Median Disclosed Amount
$36.0M
Range: $26.0M – $84.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
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 — Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
H.I.G. Realty Credit Partners VAdviser 7.B Vehicle Real Estate 2025
$34.0M
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.Ventures II, L.P.Adviser 7.B Vehicle Venture Capital 2025
$28.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HPS Garden Private Credit Fund, L.P.Adviser 7.B Vehicle Private Credit 2025
$27.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pennybacker V LPAdviser 7.B Vehicle Real Estate 2025
$26.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Avesi Partners IIAdviser 7.B Vehicle Buyout 2025
$55.2M
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 — Gunnison Coeur d'Alene Carrington 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

Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $12.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.0% Actual; $363.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$163M–$309M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.0% actual on $12.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

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

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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 — Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory

461 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory (18 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 6 Shared Vehicles

Eaton Vance Management

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IPI Partners II-A, L.P. (2021 Vintage)
Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory: $58.5M · SEC Form ADV 7.B
Eaton Vance Management: $21.0M · SEC Form ADV 7.B

Additional shared vehicles: IK IX Fund, L.P. (2020 Vintage) · IPI Data Center Partners II (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Franconia Barataria Montgomery Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
IK IX Fund, L.P. (2020 Vintage)
Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory: $65.8M · SEC Form ADV 7.B
Franconia Barataria Montgomery Mutual & Casualty Insurance General Account: $105.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: IPI Partners II-A, L.P. (2021 Vintage) · IPI Data Center Partners II (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Atchafalaya Driftless Silverstein Multi-Family Office Private Capital Platform

Family Office / MFO Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
IPI Data Center Partners II (2019 Vintage)
Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory: $69.2M · SEC Form ADV 7.B
Atchafalaya Driftless Silverstein Multi-Family Office Private Capital Platform: $41.2M · SEC Form ADV 7.B

Additional shared vehicles: IPI Partners II-A, L.P. (2021 Vintage) · IK IX Fund, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+458 Additional Institutional LPs Report Shared Vehicles with Gunnison Coeur d'Alene Carrington 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 Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 19 total tracked records for Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (461 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 Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Gunnison, CO). Across 19 historical disclosure records tracked on Prilago ($899.5M total parsed USD across disclosed rows), the median disclosed amount is $36.0M (range: $26.0M to $84.6M).

Which private-market strategies appear in Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Venture Capital, Private Credit, Infrastructure. Open preview records include H.I.G. Realty Credit Partners V (2025 Vintage), UP.Ventures II, L.P. (2025 Vintage), HPS Garden Private Credit Fund, L.P. (2025 Vintage), Pennybacker V LP (2025 Vintage).

How are Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Gunnison Coeur d'Alene Carrington 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 Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/gunnison-coeur-d-alene-carrington-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 Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Gunnison Coeur d'Alene Carrington Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 461 institutional LPs across 18 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 Eaton Vance Management (6 shared vehicles, e.g. IPI Partners II-A, L.P. (2021 Vintage)), Franconia Barataria Montgomery Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. IK IX Fund, L.P. (2020 Vintage)), Atchafalaya Driftless Silverstein Multi-Family Office Private Capital Platform (6 shared vehicles, e.g. IPI Data Center Partners II (2019 Vintage)).

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