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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Haverhill, MA

Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory

$10.0B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($868.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Equity, Private Credit (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$868.2M
Total AUM: $10.0B
Median Disclosed Amount
$40.2M
Range: $21.0M – $66.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
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 — Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
WestCap Strat Op FD IIAdviser 7.B Vehicle Private Equity 2025
$45.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Five Point Water Management and Sustainable Infrastructure Fund IV, L.P.Adviser 7.B Vehicle Infrastructure 2025
$29.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Insight Partners XIII Growth Buyout Fund, L.P.Adviser 7.B Vehicle Growth Equity 2025
$24.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UCK Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$66.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
West Street/NJ BSL Credit Partnership LPAdviser 7.B Vehicle Private Credit 2023
$54.0M
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

Forward-Looking Searches, Pacing Plans & Governance Updates — Haverhill Hohokam Langley 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

Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $10.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $180.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$81M–$153M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 16.2% actual on $10.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 — Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory

438 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory (22 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 10 Shared Vehicles

Cincinnati Financial Corporation Insurance General Account

Insurance Company Fairfield, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
West Street/NJ BSL Credit Partnership LP (2023 Vintage)
Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory: $54.0M · SEC Form ADV 7.B
Cincinnati Financial Corporation Insurance General Account: $69.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: WestCap Strat Op FD II (2023 Vintage) · WestCap II Co IV (2023 Vintage)

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

Trento Trentino Harpeth Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WestCap Strat Op FD II (2023 Vintage)
Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory: $45.0M · SEC Form ADV 7.B
Trento Trentino Harpeth Sovereign Strategic Investment Fund: $70.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: West Street/NJ BSL Credit Partnership LP (2023 Vintage) · WestCap II Co IV (2023 Vintage)

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

Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WestCap II Co IV (2023 Vintage)
Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory: $37.5M · SEC Form ADV 7.B
Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust: $38.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: West Street/NJ BSL Credit Partnership LP (2023 Vintage) · WestCap Strat Op FD II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+435 Additional Institutional LPs Report Shared Vehicles with Haverhill Hohokam Langley 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 Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 22 total tracked records for Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (438 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 Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Haverhill, MA). Across 22 historical disclosure records tracked on Prilago ($868.2M total parsed USD across disclosed rows), the median disclosed amount is $40.2M (range: $21.0M to $66.2M).

Which private-market strategies appear in Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Real Estate, Venture Capital, Private Equity, Private Credit. Open preview records include WestCap Strat Op FD II (2025 Vintage), Five Point Water Management and Sustainable Infrastructure Fund IV, L.P. (2025 Vintage), Insight Partners XIII Growth Buyout Fund, L.P. (2025 Vintage), UCK Partners III, L.P. (2025 Vintage).

How are Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Haverhill Hohokam Langley 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 Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/haverhill-hohokam-langley-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 Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Haverhill Hohokam Langley Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 438 institutional LPs across 22 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 Cincinnati Financial Corporation Insurance General Account (10 shared vehicles, e.g. West Street/NJ BSL Credit Partnership LP (2023 Vintage)), Trento Trentino Harpeth Sovereign Strategic Investment Fund (10 shared vehicles, e.g. WestCap Strat Op FD II (2023 Vintage)), Evangeline Genesee Valley Delacroix Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. WestCap II Co IV (2023 Vintage)).

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