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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Paramus, NJ HQ: Paramus, NJ

Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

$13.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($1.36B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Venture Capital, Growth Equity, Real Assets (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
$1.36B
Total AUM: $13.0B
Median Disclosed Amount
$45.5M
Range: $27.0M – $88.6M
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 — Hackensack Coos Bay Montague 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
ISQ Growth Markets Infrastructure Fund IIAdviser 7.B Vehicle Infrastructure 2025
$37.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asia Alternatives Capital Partners VAdviser 7.B Vehicle Buyout 2025
$32.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cobalt Investment Fund, L.P.Adviser 7.B Vehicle Private Equity 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
GID Opportunity Fund VIIAdviser 7.B Vehicle Real Estate 2025
$88.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Atalaya Asset Income Fund VAdviser 7.B Vehicle Private Credit 2025
$80.9M
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 — Hackensack Coos Bay Montague 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

Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $13.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 15.5% Actual; $390.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$176M–$332M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 15.5% actual on $13.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

625 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hackensack Coos Bay Montague 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 12 Shared Vehicles

Iii Capital Management

OCIO / Wealth RIA Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LeapFrog Emerging Consumer Fund IV (2023 Vintage)
Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory: $62.2M · SEC Form ADV 7.B
Iii Capital Management: $146.2M · SEC Form ADV 7.B

Additional shared vehicles: Landmark Re Sec IX (2022 Vintage) · Landseer Special Opportunities I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

Institutional Trust Sedona, AZ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Landmark Re Sec IX (2022 Vintage)
Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory: $61.5M · SEC Form ADV 7.B
Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust: $15.2M · IRS Form 990 Sched D

Additional shared vehicles: LeapFrog Emerging Consumer Fund IV (2023 Vintage) · Landseer Special Opportunities I (2022 Vintage)

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

Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Landseer Special Opportunities I (2022 Vintage)
Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory: $53.5M · SEC Form ADV 7.B
Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account: $73.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: LeapFrog Emerging Consumer Fund IV (2023 Vintage) · Leonard Green Equity Investors IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+622 Additional Institutional LPs Report Shared Vehicles with Hackensack Coos Bay Montague 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 Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 27 total tracked records for Hackensack Coos Bay Montague 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 (625 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Paramus, NJ; Headquarters: Paramus, NJ). Across 27 historical disclosure records tracked on Prilago ($1.36B total parsed USD across disclosed rows), the median disclosed amount is $45.5M (range: $27.0M to $88.6M).

Which private-market strategies appear in Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Venture Capital, Growth Equity, Real Assets. Open preview records include ISQ Growth Markets Infrastructure Fund II (2025 Vintage), Asia Alternatives Capital Partners V (2025 Vintage), Cobalt Investment Fund, L.P. (2025 Vintage), GID Opportunity Fund VII (2025 Vintage).

How are Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Hackensack Coos Bay Montague 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 Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hackensack-coos-bay-montague-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 Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 625 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 Iii Capital Management (12 shared vehicles, e.g. LeapFrog Emerging Consumer Fund IV (2023 Vintage)), Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust (12 shared vehicles, e.g. Landmark Re Sec IX (2022 Vintage)), Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Landseer Special Opportunities I (2022 Vintage)).

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