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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Boone, NC

High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory

$22.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($2.06B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Venture Capital, 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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$2.06B
Total AUM: $22.1B
Median Disclosed Amount
$75.8M
Range: $47.0M – $142.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
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 — High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
GreenOak Europe III, LPAdviser 7.B Vehicle Buyout 2025
$119.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Graycliff Private Equity Partners VAdviser 7.B Vehicle Buyout 2025
$89.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Great Hill Equity Partners IVAdviser 7.B Vehicle Buyout 2025
$87.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pioneer Pier Investments, L.P.Adviser 7.B Vehicle Private Equity 2025
$61.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Capital Strategic Opps IIIAdviser 7.B Vehicle Buyout 2025
$52.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — High Country Georgetown Kavanagh 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

High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory (Boone, NC) committed $61.0M to Pioneer Pier Investments, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($397.8M allocation gap toward a 17.5% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-25

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory

574 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as High Country Georgetown Kavanagh 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

FAM AB (Wallenberg Foundations Asset Management)

Family Office / MFO Stockholm, Sweden
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GreenOak Europe III, LP (2025 Vintage)
High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory: $119.8M · SEC Form ADV 7.B
FAM AB (Wallenberg Foundations Asset Management): $28.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: GreatPoint Opportunity Fund I, L.P. (2025 Vintage) · Gold Hills Partners, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Deep Creek Green Mountain Remington University Foundation & Endowment Pool

University Endowment Oakland, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GreatPoint Opportunity Fund I, L.P. (2025 Vintage)
High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory: $117.0M · SEC Form ADV 7.B
Deep Creek Green Mountain Remington University Foundation & Endowment Pool: $16.8M · IRS Form 990 Sched D

Additional shared vehicles: GreenOak Europe III, LP (2025 Vintage) · Graycliff Private Equity Partners V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Clinches Copper Country Kingsley Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Graycliff Private Equity Partners V (2025 Vintage)
High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory: $89.8M · SEC Form ADV 7.B
Clinches Copper Country Kingsley Permanent Endowment & Fiduciary Trust: $16.8M · IRS Form 990 Sched D

Additional shared vehicles: GreenOak Europe III, LP (2025 Vintage) · GreatPoint Opportunity Fund I, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+571 Additional Institutional LPs Report Shared Vehicles with High Country Georgetown Kavanagh 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 High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (574 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Equity LPs →Private Credit LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Boone, NC). Across 25 historical disclosure records tracked on Prilago ($2.06B total parsed USD across disclosed rows), the median disclosed amount is $75.8M (range: $47.0M to $142.4M).

Which private-market strategies appear in High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory's public disclosures?

High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Equity, Private Credit, Venture Capital, Growth Equity. Open preview records include GreenOak Europe III, LP (2025 Vintage), Graycliff Private Equity Partners V (2025 Vintage), Great Hill Equity Partners IV (2025 Vintage), Pioneer Pier Investments, L.P. (2025 Vintage).

How are High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for High Country Georgetown Kavanagh 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 High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/high-country-georgetown-kavanagh-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 High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, High Country Georgetown Kavanagh Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 574 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 FAM AB (Wallenberg Foundations Asset Management) (12 shared vehicles, e.g. GreenOak Europe III, LP (2025 Vintage)), Deep Creek Green Mountain Remington University Foundation & Endowment Pool (8 shared vehicles, e.g. GreatPoint Opportunity Fund I, L.P. (2025 Vintage)), Clinches Copper Country Kingsley Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Graycliff Private Equity Partners V (2025 Vintage)).

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