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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Newport News, VA HQ: Newport News, VA

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

$17.1B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($1.82B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Private Credit, Distressed / Special Situations (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
28
5 Open Source Trails Below
Sum of Disclosed Rows
$1.82B
Total AUM: $17.1B
Median Disclosed Amount
$61.5M
Range: $37.0M – $119.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
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 — Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 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
PCCP Debt Fund VIAdviser 7.B Vehicle Real Estate 2025
$76.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fifth Avenue Private Equity XIII, L.P.Adviser 7.B Vehicle Private Equity 2025
$39.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Voleon Investors Fund LPAdviser 7.B Vehicle Buyout 2025
$49.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PAG Real Estate Partners VAdviser 7.B Vehicle Real Estate 2022
$94.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
PAG Real Estate Fund IIAdviser 7.B Vehicle Real Estate 2022
$57.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Hampton Roads Glacier Peak Montgomery 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

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $17.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $307.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$139M–$262M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 17.2% actual on $17.1B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

489 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory (25 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

Cheyenne Mountain Coweta Cavendish Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PCCP Debt Fund VI (2023 Vintage)
Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory: $76.2M · SEC Form ADV 7.B
Cheyenne Mountain Coweta Cavendish Institutional Outsourced CIO & Wealth Advisory: $93.0M · SEC Form ADV 7.B

Additional shared vehicles: PAG Real Estate Partners V (2022 Vintage) · PAG Real Estate Fund II (2022 Vintage)

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

JPMorgan Chase Retirement Plan Trust

Corporate Pension Plan New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Partners V (2022 Vintage)
Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory: $94.0M · SEC Form ADV 7.B
JPMorgan Chase Retirement Plan Trust: $49.2M · SEC EDGAR Filing

Additional shared vehicles: PCCP Debt Fund VI (2023 Vintage) · PAI Partners VIII-1 SCSp (2022 Vintage)

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

Emerald Coast Glen Ellyn Silverstein Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PAG Real Estate Fund II (2022 Vintage)
Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory: $57.5M · SEC Form ADV 7.B
Emerald Coast Glen Ellyn Silverstein Industrial Consolidated Master Retirement Trust: $45.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PAG Real Estate Partners V (2022 Vintage) · PAG Real Estate Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+486 Additional Institutional LPs Report Shared Vehicles with Hampton Roads Glacier Peak Montgomery 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 Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 28 total tracked records for Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (489 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 Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Real Estate LPs →Private Equity LPs →Private Credit LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Newport News, VA; Headquarters: Newport News, VA). Across 28 historical disclosure records tracked on Prilago ($1.82B total parsed USD across disclosed rows), the median disclosed amount is $61.5M (range: $37.0M to $119.6M).

Which private-market strategies appear in Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Private Equity, Private Credit, Distressed / Special Situations. Open preview records include PCCP Debt Fund VI (2025 Vintage), Fifth Avenue Private Equity XIII, L.P. (2025 Vintage), Voleon Investors Fund LP (2025 Vintage), PAG Real Estate Partners V (2022 Vintage).

How are Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Hampton Roads Glacier Peak Montgomery 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 Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hampton-roads-glacier-peak-montgomery-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 Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Hampton Roads Glacier Peak Montgomery Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 489 institutional LPs across 25 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 Cheyenne Mountain Coweta Cavendish Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. PCCP Debt Fund VI (2023 Vintage)), JPMorgan Chase Retirement Plan Trust (9 shared vehicles, e.g. PAG Real Estate Partners V (2022 Vintage)), Emerald Coast Glen Ellyn Silverstein Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. PAG Real Estate Fund II (2022 Vintage)).

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