RIA Intel›Advisers›Connecticut›COMMONFUND OCIO, INC.

COMMONFUND OCIO, INC.

Advisory

N·NORWALK, CT

Data as of Sep 27, 2024 · Source: SEC Form ADV

Total AUM

$22.7B

1-Year AUM Growth

+16.8%

3-Year CAGR

+4.0%

Employees

33

Assets Under Management

Total AUM$22.7B

Discretionary AUM$20.4B

Non-Discretionary AUM$2.2B

Discretionary %90.2%

Total Clients153

Team

Total Employees33

Investment Advisers42

Employee Growth (1Y)+3.3%

Filing History

Total Filings on Record73

First FilingApr 20, 2001

Latest FilingSep 27, 2024

🔒 Full AUM trend chart and 73 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COMMONFUND OCIO, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.