Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: North Adams, MA HQ: North Adams, MA

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

$11.9B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.18B parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Growth Equity, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.18B
Total AUM: $11.9B
Median Disclosed Amount
$51.2M
Range: $26.0M – $81.0M
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 — Hoosac Bellflower Chamberlain 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
Crescent Credit Dislocation Fund IIIAdviser 7.B Vehicle Private Credit 2025
$62.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Cove Capital Fund IVAdviser 7.B Vehicle Private Credit 2025
$40.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Frazier Healthcare Growth XIAdviser 7.B Vehicle Growth Equity 2025
$27.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackrock Infra IVAdviser 7.B Vehicle Infrastructure 2025
$73.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Warburg Pincus Capital Solutions Fund IIAdviser 7.B Vehicle Private Credit 2025
$34.0M
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 — Hoosac Bellflower Chamberlain 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

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.5% vs. 16.3% Actual; $261.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$118M–$223M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.5% vs 16.3% actual on $11.9B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

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

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

480 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory (25 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 14 Shared Vehicles

San Marino San Marino Cheyenne Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Dislocation Fund III (2023 Vintage)
Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory: $62.0M · SEC Form ADV 7.B
San Marino San Marino Cheyenne Sovereign Strategic Investment Fund: $60.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Capital Credit Income Fund VII (2023 Vintage) · Crescent Cove Capital Fund IV (2023 Vintage)

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

Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Tallahassee, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Cove Capital Fund IV (2023 Vintage)
Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory: $40.8M · SEC Form ADV 7.B
Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory: $61.8M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Credit Dislocation Fund III (2023 Vintage) · Crescent Capital Direct Lending Fund IX (2023 Vintage)

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

Great Smoky Evangeline Carmichael Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Capital Credit Income Fund VII (2023 Vintage)
Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory: $58.0M · SEC Form ADV 7.B
Great Smoky Evangeline Carmichael Private Markets Primary & GP Seeder Fund-of-Funds: $106.2M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Credit Dislocation Fund III (2023 Vintage) · Crescent Cove Capital Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+477 Additional Institutional LPs Report Shared Vehicles with Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Hoosac Bellflower Chamberlain 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 (480 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory and our interactive GP workspace.

Strategies Disclosed by Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: North Adams, MA; Headquarters: North Adams, MA). Across 25 historical disclosure records tracked on Prilago ($1.18B total parsed USD across disclosed rows), the median disclosed amount is $51.2M (range: $26.0M to $81.0M).

Which private-market strategies appear in Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Buyout, Real Estate, Growth Equity, Infrastructure. Open preview records include Crescent Credit Dislocation Fund III (2025 Vintage), Crescent Cove Capital Fund IV (2025 Vintage), Frazier Healthcare Growth XI (2025 Vintage), Blackrock Infra IV (2025 Vintage).

How are Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Hoosac Bellflower Chamberlain 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 Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hoosac-bellflower-chamberlain-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 Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Hoosac Bellflower Chamberlain Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 480 institutional LPs across 25 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 San Marino San Marino Cheyenne Sovereign Strategic Investment Fund (14 shared vehicles, e.g. Crescent Credit Dislocation Fund III (2023 Vintage)), Apalachicola Front Range Bellingham Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Crescent Cove Capital Fund IV (2023 Vintage)), Great Smoky Evangeline Carmichael Private Markets Primary & GP Seeder Fund-of-Funds (12 shared vehicles, e.g. Crescent Capital Credit Income Fund VII (2023 Vintage)).

Related OCIO / Wealth RIA & North Adams, MA Institutional LPs

Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)Brandywine Global Investment Management (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Chenango Holston Ravenscroft Institutional Outsourced CIO & Wealth Advisory (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Cliffwater (32)Commonwealth Financial Network (32)Cornerstone Partners (32)Doubleline Capital (32)