OCIO Intelligence
Commonfund OCIO, Inc. logo

Commonfund OCIO, Inc.

Alpha Nasdaq OCIO Indices - Contributor

NORWALK, CT

Form ADV and provider website profile · CRD 110689 · regulatory data as of Sep 28, 2026

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This profile compiles reported firm AUM, regulatory account 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.

$23.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
156Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$23.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$861MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$23.9BTotal Firm AUM
$23.1BDiscretionary AUM
$861MNon-discretionary AUM
156Total accounts
153Discretionary accounts
3Non-discretionary accounts

Client Mix by Firm AUM

$23.9BFirm AUM

Other Pooled Vehicles64.0%

Charities36.0%

Other Pooled Vehicles64.0%
30 clients$15.3B firm assets
Charities36.0%
126 clients$8.6B firm assets
Reported total156 clients
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 7. The disclosure may describe activities beyond the provider’s OCIO offering.

Types of Clients

Official SEC PDF
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