DFX Intelligence
This firm's name
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OCIO
OCIO
No date on record · this record
OCIOprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
74
filed Mar 30, 2026
ADV institutional RAUM
$6.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.57; discretionary RAUM $5.0B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Kohler Co. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $298,750 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Kohler Co. Pension Plan | 2024 | 27 | NONE | $108,750 |
| Kohler Co. Pension Plan | 2023 | 27 | NONE | $95,000 |
| Kohler Co. Pension Plan | 2022 | 27 | NONE | $95,000 |
Form ADV readings
- charity clients 60 Mar 30, 2026 reported
- institutional clients 74 Mar 30, 2026 reported
- pension plan clients 14 Mar 30, 2026 reported
- raum discretionary $5.0B Mar 30, 2026 reported
- raum institutional $6.4B Mar 30, 2026 reported
- raum total $11B Mar 30, 2026 reported
What changed
No dated events.