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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 Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

$18.0B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.12B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Fund of Funds, 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
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.12B
Total AUM: $18.0B
Median Disclosed Amount
$74.2M
Range: $38.0M – $122.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
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 Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 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
Heitman VP VIAdviser 7.B Vehicle Real Estate 2025
$103.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hahn & Company IIAdviser 7.B Vehicle Private Equity 2025
$95.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourVest Partners VIIIAdviser 7.B Vehicle Fund of Funds 2025
$74.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman Global Real Estate Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$73.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HarbourVest Partners VIIAdviser 7.B Vehicle Fund of Funds 2025
$71.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — High Country Hinsdale Bellingham 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 Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $18.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 16.7% Actual; $324.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$146M–$275M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 16.7% actual on $18.0B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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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 — High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

701 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory (28 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
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

Cardiff Development Bank of Wales Sovereign Investment Fund Croton Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hahn & Company II (2025 Vintage)
High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory: $95.8M · SEC Form ADV 7.B
Cardiff Development Bank of Wales Sovereign Investment Fund Croton Sovereign Strategic Investment Fund: $81.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HarbourVest Partners VIII (2025 Vintage) · HarbourVest Partners VII (2025 Vintage)

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

Clinches Gulf Breeze Silverstein Industrial Consolidated Master Retirement Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners VIII (2025 Vintage)
High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory: $74.2M · SEC Form ADV 7.B
Clinches Gulf Breeze Silverstein Industrial Consolidated Master Retirement Trust: $23.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hahn & Company II (2025 Vintage) · HarbourVest Partners VII (2025 Vintage)

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

Birmingham Midlands Engine Sovereign Investment Fund UK Galveston Sovereign Strategic Investment Fund

Sovereign Wealth Fund Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HarbourVest Partners VII (2025 Vintage)
High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory: $71.8M · SEC Form ADV 7.B
Birmingham Midlands Engine Sovereign Investment Fund UK Galveston Sovereign Strategic Investment Fund: $23.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hahn & Company II (2025 Vintage) · HarbourVest Partners VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+698 Additional Institutional LPs Report Shared Vehicles with High Country Hinsdale Bellingham 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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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 29 total tracked records for High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (701 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 High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

Real Estate LPs →Buyout LPs →Private Equity LPs →Fund of Funds LPs →Private Credit LPs →

Frequently Asked Questions: High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory

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

High Country Hinsdale Bellingham 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 29 historical disclosure records tracked on Prilago ($2.12B total parsed USD across disclosed rows), the median disclosed amount is $74.2M (range: $38.0M to $122.6M).

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

High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Private Equity, Fund of Funds, Private Credit. Open preview records include Heitman VP VI (2025 Vintage), Hahn & Company II (2025 Vintage), HarbourVest Partners VIII (2025 Vintage), Heitman Global Real Estate Fund II, LP (2025 Vintage).

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

Records for High Country Hinsdale Bellingham 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 Hinsdale Bellingham 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-hinsdale-bellingham-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 Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, High Country Hinsdale Bellingham Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 701 institutional LPs across 28 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 Cardiff Development Bank of Wales Sovereign Investment Fund Croton Sovereign Strategic Investment Fund (12 shared vehicles, e.g. Hahn & Company II (2025 Vintage)), Clinches Gulf Breeze Silverstein Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. HarbourVest Partners VIII (2025 Vintage)), Birmingham Midlands Engine Sovereign Investment Fund UK Galveston Sovereign Strategic Investment Fund (10 shared vehicles, e.g. HarbourVest Partners VII (2025 Vintage)).

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