Buyer's Guide
Alan Biller and Associates
Business Model/TypeOCIO only
Open-architecture (no proprietary products used); Investment outsourcing is only business line.
| Year entered into OCIO business | 2006 |
| Number of relationship managers/sales people | 15 |
| Number of portfolio managers | 5 |
| OCIO percentage of total firm revenue | 60% |
| AUM full discretion | $34B |
| Number of full discretionary clients | 12 |
| Minimum OCIO mandate | $50M |
Number of Full Discretionary Clients by Region
| United States | 12 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |