Domestic entity
EntityCOMMONFUND HOLDING COMPANY, INC.StatusNEW YORK NONPROFIT CORPORATIONReported since07/1999Ownership75% or moreControl personYes
Commonfund OCIO, Inc.
Alpha Nasdaq OCIO Indices - ContributorNORWALK, CT
Form ADV and provider website profile · CRD 110689 · regulatory data as of Sep 28, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 05/1999
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 06/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2016
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Inc. Commonfund Holding Company | Delaware Corporation | 05/1999 | Domestic entity | Yes | 75% or more |
| Carolyn Nichols Blanch | Treasurer; Vice President | 06/2017 | Individual | Yes | Less than 5% |
| Seth William Thomson | Assistant Secretary; Deputy General Counsel | 02/2015 | Individual | No | Less than 5% |
| Mark Jonathon Anson | Chair, Board Of Directors; Investment Committee Member | 01/2016 | Individual | Yes | Less than 5% |
| Sharad Anantha Samy | Secretary; Chief Compliance Officer; General Counsel | 01/2016 | Individual | No | Less than 5% |
| Timothy Titus Yates | Director; President And Chief Executive Officer; Investment Committee Member | 01/2017 | Individual | Yes | Less than 5% |
| Russell Joseph Dobransky | Managing Director; Head Of Fund Operations | 01/2017 | Individual | Yes | Less than 5% |
| Dana James Moreau | Vice President | 01/2019 | Individual | Yes | Less than 5% |
| Julia Grebelsky Mord | Director; Chief Investment Officer; Vice President; Investment Committee Chair | 03/2025 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVCN
Carolyn Nichols Blanch
Treasurer; Vice President
MJ
Mark Jonathon Anson
Chair, Board Of Directors; Investment Committee Member
SA
Sharad Anantha Samy
Secretary; Chief Compliance Officer; General Counsel
TT
Timothy Titus Yates
Director; President And Chief Executive Officer; Investment Committee Member
RJ
Russell Joseph Dobransky
Managing Director; Head Of Fund Operations
DJ
Dana James Moreau
Vice President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJun 15, 1999
CRD number110689