This firm's name, 3 more advisory clients and 9 more Schedule C rows

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OCIO in California

OCIO· Newport Beach, CA
OCIOprobableDC plan focus
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
687
filed Aug 25, 2026
ADV institutional RAUM
$37B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$38B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $38B. 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.

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Schedule C rows
12 rows, $256,497 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for the Subsidiaries of Southside Bancshares, Inc.202416 50CONSULTANT$36,057
Minnesota Nurses Association Pension Plan202427 50INVESTMENT ADVISORY$28,800
Voestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan202427NONE$20,000

+9 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
  • government clients 19 Aug 25, 2026 reported
  • institutional clients 687 Aug 25, 2026 reported
  • pension plan clients 668 Aug 25, 2026 reported
  • raum discretionary $38B Aug 25, 2026 reported
  • raum institutional $37B Aug 25, 2026 reported
  • raum total $38B Aug 25, 2026 reported
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