This firm's name, 3 more advisory clients and 21 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

OCIO

OCIO
OCIOprobable
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
44
filed Mar 26, 2026
ADV institutional RAUM
$20B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$20B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $20B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators

+3 more advisory clients

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Other roles
1 allocator
Schedule C rows
24 rows, $9.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Laborers Pension Trust Fund for Northern California202417 27 50NONE$1.0M
Hormel Foods Corporation Pension Plan202417 27 31 50NONE$666,984
Hormel Foods Corporation Hourly Employees' Pension Plan202417 27 31 50NONE$478,836

+21 more Schedule C rows

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Form ADV readings
  • charity clients 23 Mar 26, 2026 reported
  • institutional clients 44 Mar 26, 2026 reported
  • pension plan clients 21 Mar 26, 2026 reported
  • raum discretionary $20B Mar 26, 2026 reported
  • raum institutional $20B Mar 26, 2026 reported
  • raum total $20B Mar 26, 2026 reported
What changed
Ask DFX