DFX Intelligence

Allocator Intelligence

Alan Biller and Associates

OCIO· Menlo Park, CA
OCIOprobableCRD 105283alanbiller.com
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30 more advisory clients and 100 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.

Advisory clients on the tape
33
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
26
filed Jan 26, 2026
ADV institutional RAUM
$57B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$65B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.87; discretionary RAUM $65B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

33 allocators

+30 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

1 allocator

Schedule C rows

103 rows, $63.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers & Trowel Trades International Pension Fund202517 27 50NONE$748,500
Carpenters Labor-Management Pension Plan202527 50NONE$130,000
BAC - Salaried Employees Pension Plan202527 50NONE$75,000

+100 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

  • charity clients 1 Jan 26, 2026 reported
  • institutional clients 26 Jan 26, 2026 reported
  • pension plan clients 25 Jan 26, 2026 reported
  • raum discretionary $65B Jan 26, 2026 reported
  • raum institutional $57B Jan 26, 2026 reported
  • raum total $65B Jan 26, 2026 reported

What changed