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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Haddonfield, NJ

Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

$18.6B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($800.9M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, 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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$800.9M
Total AUM: $18.6B
Median Disclosed Amount
$53.0M
Range: $39.0M – $126.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 4 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 — Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Ares Senior Direct Lending Fund IIIAdviser 7.B Vehicle Private Credit 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
Ares Pathfinder Fund IIAdviser 7.B Vehicle Private Credit 2025
$55.0M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
ICONIQ Strategic Partners VIIAdviser 7.B Vehicle Growth Equity 2025
$48.0M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bessemer Venture Partners XIIAdviser 7.B Vehicle Venture Capital 2025
$44.0M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Advent International GPE X, L.P.Adviser 7.B Vehicle Buyout 2022
$82.6M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Haddonfield Chebacco Delacroix 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

Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $18.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 16.3% Actual; $409.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$184M–$348M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 16.3% actual on $18.6B 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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

532 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory (12 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 11 Shared Vehicles

Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account

Insurance Company Tallahassee, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory: $53.0M · SEC Form ADV 7.B
Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account: $106.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Index Ventures Growth VI (2025 Vintage)

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

Briarcliff Coweta Macallister Regional Health System Master Investment Pool

Healthcare / Hospital System Ossining, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Iconiq Strategic Partners VII (2025 Vintage)
Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory: $48.0M · SEC Form ADV 7.B
Briarcliff Coweta Macallister Regional Health System Master Investment Pool: $21.0M · IRS Form 990 Sched D

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Index Ventures Growth VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Balikpapan Nusantara Indonesia Briarcliff Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory: $46.0M · SEC Form ADV 7.B
Balikpapan Nusantara Indonesia Briarcliff Sovereign Strategic Investment Fund: $42.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Iconiq Strategic Partners VII (2025 Vintage) · Bessemer Venture Partners XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+529 Additional Institutional LPs Report Shared Vehicles with Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (532 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 Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

Frequently Asked Questions: Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Haddonfield, NJ). Across 12 historical disclosure records tracked on Prilago ($800.9M total parsed USD across disclosed rows), the median disclosed amount is $53.0M (range: $39.0M to $126.6M).

Which private-market strategies appear in Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Buyout, Private Credit, Growth Equity. Open preview records include Ares Senior Direct Lending Fund III (2025 Vintage), Ares Pathfinder Fund II (2025 Vintage), ICONIQ Strategic Partners VII (2025 Vintage), Bessemer Venture Partners XII (2025 Vintage).

How are Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Haddonfield Chebacco Delacroix 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 Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/haddonfield-chebacco-delacroix-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 Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Haddonfield Chebacco Delacroix Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 532 institutional LPs across 12 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 Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), Briarcliff Coweta Macallister Regional Health System Master Investment Pool (11 shared vehicles, e.g. Iconiq Strategic Partners VII (2025 Vintage)), Balikpapan Nusantara Indonesia Briarcliff Sovereign Strategic Investment Fund (9 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)).

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