Buyer's Guide
PFM Asset Management
Business Model/TypeOCIO + other
An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 2007 |
| Number of relationship managers/sales people | 40 |
| Number of portfolio managers | 18 |
| OCIO percentage of total firm revenue | 13% |
| AUM full discretion | $6.2B |
| Number of full discretionary clients | 150 |
| Minimum OCIO mandate | None |
Number of Full Discretionary Clients by Region
| United States | 150 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |