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

Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

$18.4B Total AUM · Institutional LP profile covering 32 historical fund disclosure records ($2.20B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Private Equity, Infrastructure (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
32
5 Open Source Trails Below
Sum of Disclosed Rows
$2.20B
Total AUM: $18.4B
Median Disclosed Amount
$65.2M
Range: $39.0M – $121.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/32)
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 Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 32 total tracked records (+27 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
GIP Spectrum Fund IIAdviser 7.B Vehicle Infrastructure 2025
$71.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GIP V / Global Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$59.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Graycliff Private Equity Partners VAdviser 7.B Vehicle Buyout 2025
$41.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Francisco Agility IIIAdviser 7.B Vehicle Private Equity 2025
$95.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BRV Lotus Fund III, L.P.Adviser 7.B Vehicle Buyout 2025
$79.5M
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 Huron Valley Eastwood 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 Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $18.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.0% Actual; $552.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$248M–$469M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.0% actual on $18.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

519 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory (31 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 16 Shared Vehicles

Chattahoochee Huntington Northrop Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GIP Spectrum Fund II (2023 Vintage)
Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory: $71.5M · SEC Form ADV 7.B
Chattahoochee Huntington Northrop Institutional Outsourced CIO & Wealth Advisory: $51.2M · SEC Form ADV 7.B

Additional shared vehicles: GIP V / Global Infrastructure Partners V (2023 Vintage) · GRO Capital III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 16 Shared Vehicles

Mutual of Omaha General Account

Insurance Company Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GIP V / Global Infrastructure Partners V (2023 Vintage)
Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory: $59.5M · SEC Form ADV 7.B
Mutual of Omaha General Account: $32.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: GIP Spectrum Fund II (2023 Vintage) · GRO Capital III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 14 Shared Vehicles

Greenville Hunterdon Montgomery Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GRO Capital III (2022 Vintage)
Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory: $86.0M · SEC Form ADV 7.B
Greenville Hunterdon Montgomery Industrial Consolidated Master Retirement Trust: $60.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: GIP Spectrum Fund II (2023 Vintage) · GIP V / Global Infrastructure Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+516 Additional Institutional LPs Report Shared Vehicles with Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

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Request Pilot Access to Full Workspace Data for Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 32 total tracked records for Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 32 tracked historical disclosure records (+27 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (519 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

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

Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New Milford, CT; Headquarters: New Milford, CT). Across 32 historical disclosure records tracked on Prilago ($2.20B total parsed USD across disclosed rows), the median disclosed amount is $65.2M (range: $39.0M to $121.9M).

Which private-market strategies appear in Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory has disclosed records across Real Estate, Buyout, Private Credit, Private Equity, Infrastructure. Open preview records include GIP Spectrum Fund II (2025 Vintage), GIP V / Global Infrastructure Partners V (2025 Vintage), Graycliff Private Equity Partners V (2025 Vintage), Francisco Agility III (2025 Vintage).

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

Records for Housatonic Huron Valley Eastwood 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 Huron Valley Eastwood 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-huron-valley-eastwood-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 Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 519 institutional LPs across 31 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 Chattahoochee Huntington Northrop Institutional Outsourced CIO & Wealth Advisory (16 shared vehicles, e.g. GIP Spectrum Fund II (2023 Vintage)), Mutual of Omaha General Account (16 shared vehicles, e.g. GIP V / Global Infrastructure Partners V (2023 Vintage)), Greenville Hunterdon Montgomery Industrial Consolidated Master Retirement Trust (14 shared vehicles, e.g. GRO Capital III (2022 Vintage)).

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