This firm's name, 4 more advisory clients and 29 more Schedule C rows

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OCIO in Virginia

OCIO· Arlington, VA
OCIOprobable
No date on record · this record
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
54
filed Mar 31, 2026
ADV institutional RAUM
$31B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$34B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.86; discretionary RAUM $34B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators

+4 more advisory clients

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

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Schedule C rows
32 rows, $47.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Johns Hopkins Health System Corporation Retirement Plan202427 28CONSULTANT$3.8M
U. S. Retirement Plan202427 50NONE$3.8M
The Cultural Institutions Pension Plan202428NONE$1.9M

+29 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 34 Mar 31, 2026 reported
  • institutional clients 54 Mar 31, 2026 reported
  • pension plan clients 20 Mar 31, 2026 reported
  • raum discretionary $34B Mar 31, 2026 reported
  • raum institutional $31B Mar 31, 2026 reported
  • raum total $36B Mar 31, 2026 reported
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