Global Retirement Partners
OCIOgrpfinancial.com
15 more advisory clients and 40 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Advisory clients on the tape
18
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11,184
filed Sep 14, 2026
ADV institutional RAUM
$159B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$55B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.94; discretionary RAUM $55B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
18 allocators
- Silicon Valley Mechanical Cash Balance Plan Investment adviser (plan)through Sep 30, 2024 Form 5500
- The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc. Investment adviser (plan)through Dec 31, 2023 Form 5500
- Silver State Schools Credit Union Defined Benefit Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
+15 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Schedule C rows
43 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wingspan Care Group Defined Benefit Retirement Plan | 2024 | 27 50 | NONE | $118,530 |
| Oneoncology Cash Balance Pension Plan | 2024 | 28 51 | N/A | $51,535 |
| Nyrstar Clarksville Inc. Salaried Employees Retirement Plan | 2024 | 27 28 | NONE | $34,590 |
+40 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Form ADV readings
Form ADV readings
- charity clients 64 Sep 14, 2026 reported
- institutional clients 11,184 Sep 14, 2026 reported
- pension plan clients 11,120 Sep 14, 2026 reported
- raum discretionary $55B Sep 14, 2026 reported
- raum institutional $159B Sep 14, 2026 reported
- raum total $170B Sep 14, 2026 reported
- charity clients 64 Jun 29, 2026 reported
- institutional clients 11,184 Jun 29, 2026 reported
- pension plan clients 11,120 Jun 29, 2026 reported
- raum discretionary $55B Jun 29, 2026 reported
- raum institutional $159B Jun 29, 2026 reported
- raum total $170B Jun 29, 2026 reported
What changed
- Global Retirement Partners LLC no longer appears on The Wicor Americas Group Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Global Retirement Partnersaskebsa.dol.gov
- Global Retirement Partners no longer appears on I.B.E.W. Local No. 106 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Global Retirement Partnersaskebsa.dol.gov
- Global Retirement Partners LLC no longer appears on Pension Plan of Metallurg, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Global Retirement Partnersaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.Global Retirement Partners LLC no longer appears on The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Global Retirement Partnersaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.Global Retirement Partners LLC appears on The Restated Pension Plan for Hourly-Rated Employees of Amg Vanadium, Inc.'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Global Retirement Partnersaskebsa.dol.gov