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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Lincoln, NE HQ: Lincoln, NE

Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory

$16.5B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($691.8M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Infrastructure, Venture Capital, Secondaries (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
$691.8M
Total AUM: $16.5B
Median Disclosed Amount
$47.0M
Range: $35.0M – $106.3M
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 — Heartland Hampton Roads Kingsley 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
Lone Star Real Estate Fund VIIAdviser 7.B Vehicle Real Estate 2025
$47.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Real Estate Partners Europe VIIAdviser 7.B Vehicle Real Estate 2025
$41.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EnCap Energy Transition 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
Blackstone Real Estate Partners XAdviser 7.B Vehicle Real Estate 2025
$39.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Quantum Energy Partners VIIIAdviser 7.B Vehicle Infrastructure 2025
$35.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Heartland Hampton Roads Kingsley 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

Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory (Lincoln, NE) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($429.0M allocation gap toward a 17.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-17

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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 — Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory

348 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Heartland Hampton Roads Kingsley 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 9 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Real Estate Partners Europe VII (2025 Vintage)
Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory: $41.0M · SEC Form ADV 7.B
Wisconsin Investment Board (SWIB): $150.0M · CAFR / Board Packet (2022 ACFR p.111)

Additional shared vehicles: Quantum Energy Partners VIII (2023 Vintage) · Carlyle Realty Partners IX (2022 Vintage)

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

Alaska Permanent Fund

Sovereign Wealth Fund Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Quantum Energy Partners VIII (2023 Vintage)
Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory: $35.0M · SEC Form ADV 7.B
Alaska Permanent Fund: $55.7M · SEC Form ADV 7.B (2024dec31-apfc-private-equity-report revised, p.6)

Additional shared vehicles: Blackstone Real Estate Partners Europe VII (2025 Vintage) · Carlyle Realty Partners IX (2022 Vintage)

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

UC Regents

University Endowment California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Carlyle Realty Partners IX (2022 Vintage)
Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory: $49.0M · SEC Form ADV 7.B
UC Regents: $150.0M · CAFR / Board Packet (2022 ACFR p.105)

Additional shared vehicles: Blackstone Real Estate Partners Europe VII (2025 Vintage) · KKR Global Infrastructure Investors IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+345 Additional Institutional LPs Report Shared Vehicles with Heartland Hampton Roads Kingsley 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 Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Heartland Hampton Roads Kingsley 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 (348 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 Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory

Real Estate LPs →Infrastructure LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory

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

Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Lincoln, NE; Headquarters: Lincoln, NE). Across 12 historical disclosure records tracked on Prilago ($691.8M total parsed USD across disclosed rows), the median disclosed amount is $47.0M (range: $35.0M to $106.3M).

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

Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Infrastructure, Venture Capital, Secondaries. Open preview records include Lone Star Real Estate Fund VII (2025 Vintage), Blackstone Real Estate Partners Europe VII (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), Blackstone Real Estate Partners X (2025 Vintage).

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

Records for Heartland Hampton Roads Kingsley 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 Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/heartland-hampton-roads-kingsley-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 Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Heartland Hampton Roads Kingsley Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 348 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 Wisconsin Investment Board (SWIB) (9 shared vehicles, e.g. Blackstone Real Estate Partners Europe VII (2025 Vintage)), Alaska Permanent Fund (9 shared vehicles, e.g. Quantum Energy Partners VIII (2023 Vintage)), UC Regents (9 shared vehicles, e.g. Carlyle Realty Partners IX (2022 Vintage)).

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