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COMMONFUND OCIO, INC.
CRD 110689 · SEC 801-56548
601 MERRITT 7, NORWALK, CT, 06851-1097, United States
Phone
203-563-5000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.66B
Discretionary AUM
$20.44B
Team
42 total employees; 33 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2025-12-22
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 29 | $14.08B |
| Charitable organizations | 124 | $8.58B |
States served
CA, DE, DC, GA, IL, IN, MD, MA, MI, MN, MT, NJ, NY, NC, OH, OK, PA, TN, VA, WI, MO, WA, TX, CT, FL
All web addresses on file
- https://www.youtube.com/@CommonfundGroup
- https://podcasts.apple.com/us/podcast/commonfund-point-of-view/id1716984176
- https://fast.wistia.com/embed/channel/z1nwv91crh
- https://www.linkedin.com/company/commonfund
- HTTPS://WWW.COMMONFUND.ORG
- https://fast.wistia.com/embed/channel/hv3878ox87
- https://podcasts.apple.com/us/podcast/espresso-chats/id1821203414
- https://fast.wistia.com/embed/channel/r2ajft0hus
- https://open.spotify.com/show/54aNwEvFTOU1D3s11TMI3g
- https://www.youtube.com/@CommonfundGroup/podcasts
Official SEC filing: View on IAPD