OCIO Intelligence
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Commonfund OCIO, Inc.

Alpha Nasdaq OCIO Indices - Contributor

NORWALK, CT

Form ADV and provider website profile · CRD 110689 · regulatory data as of Dec 22, 2025

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Commonfund OCIO, 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.

$22.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
153Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$20.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCOMMONFUND OCIO, INC.

CRD number110689

Firm foundedNot reported

SEC registration dateJun 15, 1999

Employees42

Advisory professionals33

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

601 MERRITT 7, NORWALK, CT, 06851-1097

203-563-5000

https://www.commonfund.org/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$22.7B

As of Dec 22, 2025

Client Mix by Firm AUM

Source: Form ADV client records
Other Pooled Vehicles62.2%$14.1B
Charities37.8%$8.6B

Percentages and AUM are shown from the same reported Form ADV client-type records.