This firm's name, 4 more advisory clients and 28 more Schedule C rows

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OCIO

OCIO
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
752
filed Apr 8, 2024
ADV institutional RAUM
$90B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$176B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.51; discretionary RAUM $176B. 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
31 rows, $3.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Plumbers and Pipefitters Local 520 Pension Plan202427 51NONE$320,441
U.A. Local Union No. 322 Pension Plan202428 51NONE$212,944
Mary Washington Healthcare Defined Benefit Retirement Plan202427 50INVESTMENT MANAGER$179,835

+28 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 36 Apr 8, 2024 reported
  • government clients 702 Apr 8, 2024 reported
  • institutional clients 752 Apr 8, 2024 reported
  • pension plan clients 14 Apr 8, 2024 reported
  • raum discretionary $176B Apr 8, 2024 reported
  • raum institutional $90B Apr 8, 2024 reported
  • raum total $177B Apr 8, 2024 reported
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