This firm's name, 4 more advisory clients and 22 more Schedule C rows

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OCIO in New Hampshire

OCIO· NH
OCIOprobable
No date on record · this record
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
208
filed Sep 11, 2026
ADV institutional RAUM
$11B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.81; discretionary RAUM $5.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators

+4 more advisory clients

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

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Other roles
1 allocator
Schedule C rows
25 rows, $1.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
NEW York Eye and Ear Infirmary Employees' Pension Plan202428 51NONE$107,769
ST. Lukes-Roosevelt Hospital Center Employees' Pension Plan202421 50 51NONE$107,183
Berklee College of Music, Inc. Retirement Plan202427 51INVESTMENT MANAGER$103,796

+22 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 206 Sep 11, 2026 reported
  • institutional clients 208 Sep 11, 2026 reported
  • pension plan clients 2 Sep 11, 2026 reported
  • raum discretionary $5.5B Sep 11, 2026 reported
  • raum institutional $11B Sep 11, 2026 reported
  • raum total $14B Sep 11, 2026 reported
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