This firm's name, 1 more advisory client and 2 more Schedule C rows

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OCIO in Iowa

OCIO· DES Moines, IA
OCIOprobable
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
298
filed Mar 30, 2020
ADV institutional RAUM
$8.9B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$9.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $9.0B. 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Schedule C rows
5 rows, $413,798 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Cemetery Workers Supplemental Pension Plan202428 50NONE$18,240
Emery Oleochemicals Retirement Plan202227 50INVESTMENT ADVISORY$346,197
Ross Mould, LLC Bargaining Employees' Defined Benefit Plan202227 50INVESTMENT ADVISORY$20,590

+2 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 90 Mar 30, 2020 reported
  • institutional clients 298 Mar 30, 2020 reported
  • pension plan clients 208 Mar 30, 2020 reported
  • raum discretionary $9.0B Mar 30, 2020 reported
  • raum institutional $8.9B Mar 30, 2020 reported
  • raum total $9.0B Mar 30, 2020 reported
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