This firm's name, 52 more advisory clients, 155 more Schedule C rows and 18 more dated events

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OCIO

OCIO
OCIOprobable
No date on record · this record
Advisory clients on the tape
55
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
546
filed Jul 24, 2026
ADV institutional RAUM
$64B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$52B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.66; discretionary RAUM $52B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
55 allocators

+52 more advisory clients

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Other roles
1 allocator
Schedule C rows
158 rows, $9.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
King & Spalding LLP Cash Balance Pension Plan202527 50 72NONE$125,248
International Association Pension Plan202527 50NONE$117,715
Novo Nordisk Inc. Money Purchase Plan202528 50NONE$22,477

+155 more Schedule C rows

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Form ADV readings
  • charity clients 341 Jul 24, 2026 reported
  • institutional clients 546 Jul 24, 2026 reported
  • pension plan clients 205 Jul 24, 2026 reported
  • raum discretionary $52B Jul 24, 2026 reported
  • raum institutional $64B Jul 24, 2026 reported
  • raum total $98B Jul 24, 2026 reported
What changed

+18 more dated events

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