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

Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory

$15.9B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($670.7M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Infrastructure, Buyout, Venture Capital, Secondaries (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
12
5 Open Source Trails Below
Sum of Disclosed Rows
$670.7M
Total AUM: $15.9B
Median Disclosed Amount
$46.0M
Range: $34.0M – $102.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
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 Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 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
Global Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$46.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
HPS Specialty Loan Fund VIAdviser 7.B Vehicle Private Credit 2025
$40.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Infrastructure Fund VAdviser 7.B Vehicle Infrastructure 2025
$44.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Opportunities Partners VAdviser 7.B Vehicle Private Credit 2025
$42.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Golub Capital Partners 15Adviser 7.B Vehicle Private Credit 2025
$38.0M
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 — Housatonic Currituck Gallagher 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 Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $15.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.3% Actual; $349.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$157M–$297M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.3% actual on $15.9B 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 — Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory

463 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory (12 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 8 Shared Vehicles

Carillon Gaston Montague Multi-Family Office Private Capital Platform

Family Office / MFO Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Global Infrastructure Partners V (2025 Vintage)
Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory: $46.0M · SEC Form ADV 7.B
Carillon Gaston Montague Multi-Family Office Private Capital Platform: $21.0M · SEC Form ADV 7.B

Additional shared vehicles: HPS Specialty Loan Fund VI (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

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

Highland Park Hill Country Remington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HPS Specialty Loan Fund VI (2025 Vintage)
Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory: $40.0M · SEC Form ADV 7.B
Highland Park Hill Country Remington Private Markets Primary & GP Seeder Fund-of-Funds: $44.0M · SEC Form ADV 7.B

Additional shared vehicles: Global Infrastructure Partners V (2025 Vintage) · Golub Capital Partners 15 (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Opportunities Fund XII (2023 Vintage)
Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory: $36.0M · SEC Form ADV 7.B
Michigan SMRS: $150.0M · CAFR / Board Packet (SMIB Quarterly Dec2025, p.91)

Additional shared vehicles: Global Infrastructure Partners V (2025 Vintage) · Stonepeak Infrastructure Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+460 Additional Institutional LPs Report Shared Vehicles with Housatonic Currituck Gallagher 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 Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 12 total tracked records for Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (463 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 Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory

Private Credit LPs →Infrastructure LPs →Buyout LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory

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

Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New Milford, CT; Headquarters: New Milford, CT). Across 12 historical disclosure records tracked on Prilago ($670.7M total parsed USD across disclosed rows), the median disclosed amount is $46.0M (range: $34.0M to $102.4M).

Which private-market strategies appear in Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory has disclosed records across Private Credit, Infrastructure, Buyout, Venture Capital, Secondaries. Open preview records include Global Infrastructure Partners V (2025 Vintage), HPS Specialty Loan Fund VI (2025 Vintage), Brookfield Infrastructure Fund V (2025 Vintage), Sixth Street Opportunities Partners V (2025 Vintage).

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

Records for Housatonic Currituck Gallagher 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 Currituck Gallagher 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-currituck-gallagher-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 Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Housatonic Currituck Gallagher Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 463 institutional LPs across 12 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 Carillon Gaston Montague Multi-Family Office Private Capital Platform (8 shared vehicles, e.g. Global Infrastructure Partners V (2025 Vintage)), Highland Park Hill Country Remington Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. HPS Specialty Loan Fund VI (2025 Vintage)), Michigan SMRS (7 shared vehicles, e.g. Oaktree Opportunities Fund XII (2023 Vintage)).

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