OCIO Intelligence
Marquette Associates, Inc. logo

Marquette Associates, Inc.

Alpha Nasdaq OCIO Indices - Contributor

CHICAGO, IL

Form ADV and provider website profile · CRD 21572 · regulatory data as of May 15, 2026

CompareWebsite

This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Marquette Associates, 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.

$47.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
348Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$29.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$17.5BNon-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 nameMARQUETTE ASSOCIATES, INC.

CRD number21572

Firm foundedNot reported

SEC registration dateMar 25, 1997

Employees147

Advisory professionals64

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

180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601

312-527-5500

https://www.marquetteassociates.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$47.1B

As of May 15, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans36.6%$17.2B
Charities36.5%$17.2B
Municipalities11.4%$5.3B
High-Net-Worth10.5%$4.9B
Other5.0%$2.3B
Corporations0.1%$48M

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