This firm's name, 1 more advisory client and 8 more Schedule C rows

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OCIO in District of Columbia

OCIO· DC
OCIOcandidate
No date on record · this record
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Mar 31, 2026
ADV institutional RAUM
$20B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$20B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $20B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

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Schedule C rows
11 rows, $1.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
NEW York State Teamsters Conference Pension & Retirement Fund202427 50NONE$246,061
Frontier Communications Pension Plan202428 50 51N/A$152,508
Central Pension Fund of the Iuoe & Participating Employers202427NONE$90,727

+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
  • institutional clients 13 Mar 31, 2026 reported
  • pension plan clients 13 Mar 31, 2026 reported
  • raum discretionary $20B Mar 31, 2026 reported
  • raum institutional $20B Mar 31, 2026 reported
  • raum total $20B Mar 31, 2026 reported
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