This firm's name and 58 more Schedule C rows

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OCIO in Massachusetts

OCIO· MA
OCIOprobable
No date on record · this record
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
420
filed Mar 31, 2026
ADV institutional RAUM
$61B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$114B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.54; discretionary RAUM $114B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Other roles
1 allocator
Schedule C rows
61 rows, $31.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pepsico, Inc. Employees Retirement Plan H202451 68NONE$1.3M
Steelworkers Pension Trust202428 51NONE$1.1M
Pepsico Employees Retirement Plan I202451 68NONE$1.1M

+58 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 116 Mar 31, 2026 reported
  • government clients 51 Mar 31, 2026 reported
  • institutional clients 420 Mar 31, 2026 reported
  • pension plan clients 253 Mar 31, 2026 reported
  • raum discretionary $114B Mar 31, 2026 reported
  • raum institutional $61B Mar 31, 2026 reported
  • raum total $114B Mar 31, 2026 reported
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