COMMONFUND OCIO, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $22.66B |
| Discretionary | $20.44B90% of AUM |
| Non-Discretionary | $2.22B |
| Client Accounts | 153 |
| Avg Account Size | $148.1M |
| Employees | 42 |
| Peak AUM | $34.85BSep 2007 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $22.7B | +12.2% | +12.2% | +8.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $22.66B |
| Discretionary | $20.44B |
| Employees | 42 |
| Client Accounts | 153 |
Contact & Location
Address
601 MERRITT 7
NORWALK CT 06851-1097
Phone
203-563-5000
Filing History
79 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$20.4B
90.2% of AUM
Non-Discretionary
$2.2B
9.8% of AUM
Disc. mix ▼ 6.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm