Aon Investments USA Inc.
Alpha Nasdaq OCIO Indices - ContributorCHICAGO, IL
Form ADV and provider website profile · CRD 105596 · regulatory data as of Mar 25, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Aon Investments USA Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$151.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
300Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$118.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$32.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$151.0BTotal Firm AUM
$118.5BDiscretionary AUM
$32.5BNon-discretionary AUM
300Total accounts
277Discretionary accounts
23Non-discretionary accounts
Client Mix by Firm AUM
$151.0BFirm AUM
Retirement Plans74.6%
Other Pooled Vehicles22.8%
Other1.7%
Charities0.8%
Municipalities0.1%
Banks0.0%
Investment companies0.0%
Insurance companies0.0%
Corporations0.0%
Reported Client Types
Source: Form ADV client recordsRetirement Plans74.6%
272 clients$112.7B firm assets
Other Pooled Vehicles22.8%
31 clients$34.4B firm assets
Other1.7%
72 clients$2.6B firm assets
Charities0.8%
8 clients$1.2B firm assets
Municipalities0.1%
32 clients$127M firm assets
Banks0.0%
20 clients$0 firm assets
Investment companies0.0%
3 clients$0 firm assets
Insurance companies0.0%
2 clients$0 firm assets
Corporations0.0%
139 clients$0 firm assets
Reported total579 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $112.7B | 272 | 74.6% |
| Other Pooled Vehicles | $34.4B | 31 | 22.8% |
| Other | $2.6B | 72 | 1.7% |
| Charities | $1.2B | 8 | 0.8% |
| Municipalities | $127M | 32 | 0.1% |
| Banks | $0 | 20 | 0.0% |
| Investment companies | $0 | 3 | 0.0% |
| Insurance companies | $0 | 2 | 0.0% |
| Corporations | $0 | 139 | 0.0% |
| Reported total | $151.0B | 579 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…