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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Huntington, NY

Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory

$15.9B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($1.72B parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Private Equity, Private Credit, Buyout (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
$1.72B
Total AUM: $15.9B
Median Disclosed Amount
$58.2M
Range: $34.0M – $102.4M
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 — Huntington Fauquier Stanfield 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
Industry Ventures VIAdviser 7.B Vehicle Venture Capital 2025
$53.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Heitman VP VIAdviser 7.B Vehicle Real Estate 2025
$36.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Industry Ventures XAdviser 7.B Vehicle Venture Capital 2025
$34.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Impact Developers Fund, LPAdviser 7.B Vehicle Real Estate 2023
$81.0M
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
Industry Ventures PH VIIAdviser 7.B Vehicle Venture Capital 2023
$79.0M
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 — Huntington Fauquier Stanfield 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

Huntington Fauquier Stanfield 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 2025-03-12

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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 — Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory

520 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Huntington Fauquier Stanfield 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 15 Shared Vehicles

Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Industry Ventures PH VII (2023 Vintage)
Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory: $79.0M · SEC Form ADV 7.B
Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account: $115.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Industry PH V (2023 Vintage) · Industry Ventures VI (2023 Vintage)

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

Coronado Adirondack Alderwood Mutual & Casualty Insurance General Account

Insurance Company California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Impact Developers Fund, LP (2023 Vintage)
Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory: $81.0M · SEC Form ADV 7.B
Coronado Adirondack Alderwood Mutual & Casualty Insurance General Account: $60.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Industry Ventures PH VII (2023 Vintage) · Industry PH V (2023 Vintage)

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

Gunnison Exeter Pembroke Permanent Endowment & Fiduciary Trust

Institutional Trust Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Industry Ventures VI (2023 Vintage)
Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory: $53.0M · SEC Form ADV 7.B
Gunnison Exeter Pembroke Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D

Additional shared vehicles: Industry Ventures PH VII (2023 Vintage) · Industry Ventures PH VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+517 Additional Institutional LPs Report Shared Vehicles with Huntington Fauquier Stanfield 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 Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 29 total tracked records for Huntington Fauquier Stanfield 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 (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 Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory

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

Frequently Asked Questions: Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Huntington, NY). Across 29 historical disclosure records tracked on Prilago ($1.72B total parsed USD across disclosed rows), the median disclosed amount is $58.2M (range: $34.0M to $102.4M).

Which private-market strategies appear in Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory has disclosed records across Venture Capital, Real Estate, Private Equity, Private Credit, Buyout. Open preview records include Industry Ventures VI (2025 Vintage), Heitman VP VI (2025 Vintage), Industry Ventures X (2025 Vintage), Impact Developers Fund, LP (2023 Vintage).

How are Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Huntington Fauquier Stanfield 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 Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/huntington-fauquier-stanfield-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 Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Huntington Fauquier Stanfield Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 520 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 Chenango Cayuga Lake Vance Mutual & Casualty Insurance General Account (15 shared vehicles, e.g. Industry Ventures PH VII (2023 Vintage)), Coronado Adirondack Alderwood Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Impact Developers Fund, LP (2023 Vintage)), Gunnison Exeter Pembroke Permanent Endowment & Fiduciary Trust (11 shared vehicles, e.g. Industry Ventures VI (2023 Vintage)).

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