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Building 2COMMONFUND OCIO, INC.

Map pinNORWALK, CT
Phone203-563-5000
NotebookSEC #801-56548
Total AUM
$22.7B
Employees
42
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 MERRITT 7
NORWALK
CT 06851-1097
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
203-563-5000
Other Offices
2

ReceiptFinancials

Total AUM
$22.7B
Accounts
153
Discretionary
$20.4B
Accounts
149
Non-Discretionary
$2.2B
Accounts
4

ContactClients

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Pooled Vehicle Clients
29
AUM
$14.1B
Charitable Organization Clients
124
AUM
$8.6B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCDEFLGAILINMAMDMIMNMOMTNCNJNYOHOKPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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