Marquette Associates, Inc.
Alpha Nasdaq OCIO Indices - ContributorCHICAGO, IL
Form ADV and provider website profile · CRD 21572 · regulatory data as of May 15, 2026
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.
$47.1BTotal Firm AUM
$29.5BDiscretionary AUM
$17.5BNon-discretionary AUM
348Total accounts
216Discretionary accounts
132Non-discretionary accounts
Client Mix by Firm AUM
$47.1BFirm AUM
Retirement Plans36.6%
Charities36.5%
Municipalities11.4%
High-Net-Worth10.5%
Other5.0%
Corporations0.1%
Reported Client Types
Source: Form ADV client recordsRetirement Plans36.6%
29 clients$17.2B firm assets
Charities36.5%
143 clients$17.2B firm assets
Municipalities11.4%
52 clients$5.3B firm assets
High-Net-Worth10.5%
103 clients$4.9B firm assets
Other5.0%
19 clients$2.3B firm assets
Corporations0.1%
2 clients$48M firm assets
Reported total348 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $17.2B | 29 | 36.6% |
| Charities | $17.2B | 143 | 36.5% |
| Municipalities | $5.3B | 52 | 11.4% |
| High-Net-Worth | $4.9B | 103 | 10.5% |
| Other | $2.3B | 19 | 5.0% |
| Corporations | $48M | 2 | 0.1% |
| Reported total | $47.1B | 348 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…