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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Poughkeepsie, NY HQ: Poughkeepsie, NY

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

$19.9B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($2.20B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Secondaries, 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
29
5 Open Source Trails Below
Sum of Disclosed Rows
$2.20B
Total AUM: $19.9B
Median Disclosed Amount
$65.2M
Range: $42.0M – $139.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
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 — Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 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
Tenex Capital Partners III, L.P.Adviser 7.B Vehicle Buyout 2025
$50.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Golden Gate Capital VAdviser 7.B Vehicle Buyout 2025
$47.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Americas Fund XIVAdviser 7.B Vehicle Buyout 2025
$42.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Genstar Capital Partners XIIAdviser 7.B Vehicle Buyout 2023
$88.8M
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
Genstar Capital Partners XI Opportunities Fund, L.P.Adviser 7.B Vehicle Buyout 2023
$77.5M
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 — Hudson Valley Battenkill Holmberg 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

Hudson Valley Battenkill Holmberg 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 2025-02-04

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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 — Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

604 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory (28 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 13 Shared Vehicles

Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XII (2023 Vintage)
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $88.8M · SEC Form ADV 7.B
Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory: $91.2M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage) · Genstar XI Opportunities Fund I, L.P. (2023 Vintage)

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

Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $77.5M · SEC Form ADV 7.B
Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account: $41.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Genstar Capital Partners XII (2023 Vintage) · Genstar XI Opportunities Fund I, L.P. (2023 Vintage)

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

Aroostook High Country Montague Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar XI Opportunities Fund I, L.P. (2023 Vintage)
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $65.2M · SEC Form ADV 7.B
Aroostook High Country Montague Mutual & Casualty Insurance General Account: $103.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Genstar Capital Partners XII (2023 Vintage) · Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+601 Additional Institutional LPs Report Shared Vehicles with Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 29 total tracked records for Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (604 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 Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Growth Equity LPs →Secondaries LPs →Infrastructure LPs →

Frequently Asked Questions: Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Poughkeepsie, NY; Headquarters: Poughkeepsie, NY). Across 29 historical disclosure records tracked on Prilago ($2.20B total parsed USD across disclosed rows), the median disclosed amount is $65.2M (range: $42.0M to $139.1M).

Which private-market strategies appear in Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Growth Equity, Secondaries, Infrastructure. Open preview records include Tenex Capital Partners III, L.P. (2025 Vintage), Golden Gate Capital V (2025 Vintage), KKR Americas Fund XIV (2025 Vintage), Genstar Capital Partners XII (2023 Vintage).

How are Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Hudson Valley Battenkill Holmberg 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 Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hudson-valley-battenkill-holmberg-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 Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 604 institutional LPs across 28 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 Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (13 shared vehicles, e.g. Genstar Capital Partners XII (2023 Vintage)), Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)), Aroostook High Country Montague Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Genstar XI Opportunities Fund I, L.P. (2023 Vintage)).

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