This firm's name, 42 more advisory clients, 92 more Schedule C rows and 10 more dated events
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OCIO
- North Dakota Public Employees Retirement System (PERS) General consultantthrough Jul 29, 2026 Board minutes
- Nys Teachers' Retirement System General consultantthrough Jan 28, 2026 Board minutes
- Colorado Public Employees' Retirement Association General consultantthrough Dec 31, 2025 Board minutes
+42 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.
- Windstream Pension Plan Named fiduciarythrough Dec 31, 2022
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Roofing Industry Pension Fund | 2025 | 27 56 | NONE | $165,016 |
| Retirement Plan for Employees of Puget Sound Energy, Inc. | 2025 | 27 50 | NONE | $120,730 |
| The Bank of America Pension Plan | 2024 | 27 50 | NONE | $519,000 |
+92 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
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Form ADV readings
- charity clients 51 Mar 24, 2026 reported
- government clients 151 Mar 24, 2026 reported
- institutional clients 452 Mar 24, 2026 reported
- pension plan clients 250 Mar 24, 2026 reported
- raum discretionary $42B Mar 24, 2026 reported
- raum institutional $33B Mar 24, 2026 reported
- raum total $42B Mar 24, 2026 reported
- with this firmrio.nd.gov
- with this firmnystrs.org
- with this firmnhrs.org
- with this firmcontent.copera.org
- with this firmaskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.