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

Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

$24.1B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($2.27B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Infrastructure, Private 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$2.27B
Total AUM: $24.1B
Median Disclosed Amount
$74.8M
Range: $51.0M – $150.8M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
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 — Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Axiom Asia Fund 6, LPAdviser 7.B Vehicle Buyout 2025
$120.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Capital Europe IXAdviser 7.B Vehicle Private Credit 2025
$63.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Whitman Peterson Fund VAdviser 7.B Vehicle Real Estate 2025
$54.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Avesi Partners IIAdviser 7.B Vehicle Buyout 2023
$106.2M
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
Avenue SSF VIAdviser 7.B Vehicle Private Equity 2023
$67.5M
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 — Hiwassee Harpeth 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

Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $24.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.4% Actual; $626.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$282M–$533M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.0% vs 14.4% actual on $24.1B 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 — Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

499 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hiwassee Harpeth Langley 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

Door County Guadalupe Harrington Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Axiom Asia Fund 6, LP (2024 Vintage)
Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory: $120.2M · SEC Form ADV 7.B
Door County Guadalupe Harrington Mutual & Casualty Insurance General Account: $84.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Avesi Partners II (2023 Vintage) · Avenue SSF VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Ameritas Investment Partners, Inc.

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avesi Partners II (2023 Vintage)
Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory: $106.2M · SEC Form ADV 7.B
Ameritas Investment Partners, Inc.: $93.0M · SEC Form ADV 7.B

Additional shared vehicles: Axiom Asia Fund 6, LP (2024 Vintage) · Avenue SSF VI (2023 Vintage)

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

Borger Deep Creek Montague Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avenue SSF VI (2023 Vintage)
Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory: $67.5M · SEC Form ADV 7.B
Borger Deep Creek Montague Mutual & Casualty Insurance General Account: $92.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Avesi Partners II (2023 Vintage) · Avance Investment Partners I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+496 Additional Institutional LPs Report Shared Vehicles with Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (499 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 Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Infrastructure LPs →Private Equity LPs →

Frequently Asked Questions: Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

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

Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Cleveland, TN). Across 26 historical disclosure records tracked on Prilago ($2.27B total parsed USD across disclosed rows), the median disclosed amount is $74.8M (range: $51.0M to $150.8M).

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

Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Infrastructure, Private Equity. Open preview records include Axiom Asia Fund 6, LP (2025 Vintage), Ares Capital Europe IX (2025 Vintage), Whitman Peterson Fund V (2025 Vintage), Avesi Partners II (2023 Vintage).

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

Records for Hiwassee Harpeth 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 Hiwassee Harpeth 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/hiwassee-harpeth-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 Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 499 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 Door County Guadalupe Harrington Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Axiom Asia Fund 6, LP (2024 Vintage)), Ameritas Investment Partners, Inc. (12 shared vehicles, e.g. Avesi Partners II (2023 Vintage)), Borger Deep Creek Montague Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Avenue SSF VI (2023 Vintage)).

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