Buyer's Guide
Fund Evaluation Group
Business Model/TypeImplemented consulting
A consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2004 |
| Number of relationship managers/sales people | 100 |
| Number of portfolio managers | 4 |
| OCIO percentage of total firm revenue | n/a |
| AUM full discretion | $4B |
| Number of full discretionary clients | 80 |
| Minimum OCIO mandate | $25M |
Number of Full Discretionary Clients by Region
| United States | 80 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |