This firm's name and 11 more advisory clients

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Institutional manager in New York

Institutional manager· New York, NY
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
12
Schedule C, ACFR
Public-system clients
14
ACFR and seeds
ADV institutional clients
50
filed Sep 14, 2026
ADV institutional RAUM
$12B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$26B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.35; discretionary RAUM $26B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
14 allocators

+11 more advisory clients

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 25 Sep 14, 2026 reported
  • institutional clients 50 Sep 14, 2026 reported
  • pension plan clients 25 Sep 14, 2026 reported
  • raum discretionary $26B Sep 14, 2026 reported
  • raum institutional $12B Sep 14, 2026 reported
  • raum total $35B Sep 14, 2026 reported
  • government clients 25 Jun 29, 2026 reported
  • institutional clients 50 Jun 29, 2026 reported
  • pension plan clients 25 Jun 29, 2026 reported
  • raum discretionary $26B Jun 29, 2026 reported
  • raum institutional $12B Jun 29, 2026 reported
  • raum total $35B Jun 29, 2026 reported
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