This firm's name and 8 more Schedule C rows

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OCIO in New York

OCIO· New York, NY
OCIOprobable
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
46
filed May 11, 2026
ADV institutional RAUM
$40B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$66B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.52; discretionary RAUM $66B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocator
Schedule C rows
11 rows, $4.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wells Fargo & Company Cash Balance Plan202428 50 51 52NONE$1.0M
Factory Mutual Insurance Company Pension Plan202428 51NONE$157,850
Wells Fargo & Company Cash Balance Plan202328 50 51 52NONE$740,908

+8 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 23 May 11, 2026 reported
  • institutional clients 46 May 11, 2026 reported
  • pension plan clients 23 May 11, 2026 reported
  • raum discretionary $66B May 11, 2026 reported
  • raum institutional $40B May 11, 2026 reported
  • raum total $77B May 11, 2026 reported
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