This firm's name, 30 more advisory clients and 100 more Schedule C rows

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OCIO in California

OCIO· Menlo Park, CA
OCIOprobable
No date on record · this record
Advisory clients on the tape
33
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
26
filed Jan 26, 2026
ADV institutional RAUM
$57B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$65B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.87; discretionary RAUM $65B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
33 allocators

+30 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.

Other roles
1 allocator
Schedule C rows
103 rows, $63.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers & Trowel Trades International Pension Fund202517 27 50NONE$748,500
Carpenters Labor-Management Pension Plan202527 50NONE$130,000
BAC - Salaried Employees Pension Plan202527 50NONE$75,000

+100 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 1 Jan 26, 2026 reported
  • institutional clients 26 Jan 26, 2026 reported
  • pension plan clients 25 Jan 26, 2026 reported
  • raum discretionary $65B Jan 26, 2026 reported
  • raum institutional $57B Jan 26, 2026 reported
  • raum total $65B Jan 26, 2026 reported
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