FE
EntityRANDOLPH FINANCE UNLIMITED COMPANYStatusOWNERReported since04/2020Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 08/2008
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 03/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 11/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| David Jonathan Testore | Chief Operating Officer | 08/2008 | Individual | Yes | Less than 5% |
| Russell Kenneth Ivinjack | Global Chief Investment Officer | 02/2020 | Individual | Yes | Less than 5% |
| Inc. Aon Consulting | Owner | 12/2010 | Domestic entity | Yes | 75% or more |
| Bryan Richard Ward | Head Of U.S. Investments | 03/2024 | Individual | Yes | Less than 5% |
| Matthew Bradley Wallace | Chief Compliance Officer | 04/2021 | Individual | No | Less than 5% |
| Ari Noah Jacobs | Global Head Of Investments | 11/2023 | Individual | Yes | Less than 5% |
| Nicole Williams Robertson | Head Of Investment Operations - North America | 10/2024 | Individual | Yes | Less than 5% |
| Beth Marie Halberstadt | Head Of Solutions | 07/2025 | Individual | Yes | Less than 5% |
| Kevin Michael Zagortz | Us Chief Investment Officer | 07/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVFE
EntityAON GLOBAL HOLDINGS INTERMEDIARIES LIMITEDStatusOWNERReported since12/2021Ownership75% or moreControl personYes
Domestic entity
EntityAON GROUP, INC.StatusOWNERReported since02/1997Ownership75% or moreControl personYes
Domestic entity
EntityAON CONSULTING, INC.StatusOWNERReported since12/2018Ownership75% or moreControl personYes
FE
EntityAON GLOBAL HOLDINGS PLCStatusOWNERReported since03/2020Ownership75% or moreControl personYes
FE
EntityAON GLOBAL LIMITEDStatusOWNERReported since04/2020Ownership75% or moreControl personYes
FE
EntityAON NORTH AMERICA, INC.StatusOWNERReported since07/1980Ownership75% or moreControl personYes
Domestic entity
EntityAON CORPORATIONStatusOWNERReported since04/2022Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVDJ
David Jonathan Testore
Chief Operating Officer
RK
Russell Kenneth Ivinjack
Global Chief Investment Officer
MB
Matthew Bradley Wallace
Chief Compliance Officer
KM
Kevin Michael Zagortz
Us Chief Investment Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records8
Regulatory statusSEC registered investment adviser
SEC registration dateMay 21, 1982
CRD number105596