This firm's name, 61 more Schedule C rows and 9 more dated events

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Institutional manager in Illinois

Institutional manager· Chicago, IL
Institutional managercandidate
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
12
filed Jun 30, 2026
ADV institutional RAUM
$4.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$94B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.05; discretionary RAUM $94B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Other roles
2 allocators
Schedule C rows
64 rows, $7.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Iuoe Local 30 Pension Fund202528 52NONE
Consolidated Edison Retirement Plan202428 51NONE$730,436
Operating Engineers' Local 324 Pension Fund202428 50 51 52NONE KNOWN$458,053

+61 more Schedule C rows

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Form ADV readings
  • government clients 10 Jun 30, 2026 reported
  • institutional clients 12 Jun 30, 2026 reported
  • pension plan clients 2 Jun 30, 2026 reported
  • raum discretionary $94B Jun 30, 2026 reported
  • raum institutional $4.6B Jun 30, 2026 reported
  • raum total $95B Jun 30, 2026 reported
What changed

+9 more dated events

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