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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New Milford, CT HQ: New Milford, CT

Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory

$19.9B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.94B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Venture Capital (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
$1.94B
Total AUM: $19.9B
Median Disclosed Amount
$64.2M
Range: $42.0M – $139.1M
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 — Housatonic Charles River Mcallister 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
Fortress Lending Fund IIAdviser 7.B Vehicle Buyout 2025
$65.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fortress Lending Fund IIIAdviser 7.B Vehicle Buyout 2025
$64.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fairfield US Multifamily Value-Add Fund IVAdviser 7.B Vehicle Real Estate 2025
$48.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Providence Strategic Growth Europe, L.P.Adviser 7.B Vehicle Buyout 2025
$139.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Diversified Core Infrastructure Fund L.P.Adviser 7.B Vehicle Real Assets 2025
$108.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Housatonic Charles River Mcallister 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

Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $19.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.8% Actual; $437.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$197M–$372M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 19.0% vs 16.8% actual on $19.9B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory

520 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory (26 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 14 Shared Vehicles

Ares Landmark Primary & Secondary FoF

Fund of Funds / Seeder Simsbury, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund II (2023 Vintage)
Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory: $65.5M · SEC Form ADV 7.B
Ares Landmark Primary & Secondary FoF: $30.2M · SEC Form ADV 7.B

Additional shared vehicles: Fortress Lending Fund III (2023 Vintage) · Fortress Lending Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Chattahoochee Catskill Sandberg Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund III (2023 Vintage)
Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory: $64.2M · SEC Form ADV 7.B
Chattahoochee Catskill Sandberg Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D

Additional shared vehicles: Fortress Lending Fund II (2023 Vintage) · Fortress Lending Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Duke Energy Retirement Cash Balance Plan Trust

Corporate Pension Plan Charlotte, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund V (2022 Vintage)
Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory: $115.2M · SEC Form ADV 7.B
Duke Energy Retirement Cash Balance Plan Trust: $14.2M · SEC EDGAR Filing

Additional shared vehicles: Fortress Lending Fund II (2023 Vintage) · Fortress Lending Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+517 Additional Institutional LPs Report Shared Vehicles with Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 26 total tracked records for Housatonic Charles River Mcallister 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 (520 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 Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New Milford, CT; Headquarters: New Milford, CT). Across 26 historical disclosure records tracked on Prilago ($1.94B total parsed USD across disclosed rows), the median disclosed amount is $64.2M (range: $42.0M to $139.1M).

Which private-market strategies appear in Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Venture Capital. Open preview records include Fortress Lending Fund II (2025 Vintage), Fortress Lending Fund III (2025 Vintage), Fairfield US Multifamily Value-Add Fund IV (2025 Vintage), Providence Strategic Growth Europe, L.P. (2025 Vintage).

How are Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Housatonic Charles River Mcallister 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 Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/housatonic-charles-river-mcallister-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 Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Housatonic Charles River Mcallister Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 520 institutional LPs across 26 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 Ares Landmark Primary & Secondary FoF (14 shared vehicles, e.g. Fortress Lending Fund II (2023 Vintage)), Chattahoochee Catskill Sandberg Permanent Endowment & Fiduciary Trust (13 shared vehicles, e.g. Fortress Lending Fund III (2023 Vintage)), Duke Energy Retirement Cash Balance Plan Trust (11 shared vehicles, e.g. Fortress Lending Fund V (2022 Vintage)).

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