Buyer's Guide
Gallagher Fiduciary Advisors, LLC
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 1987 |
| Number of relationship managers/sales people | n/a |
| Number of portfolio managers | n/a |
| OCIO percentage of total firm revenue | 0% |
| AUM full discretion | $2.2B |
| Number of full discretionary clients | 19 |
Discretionary assets by fund type
| Defined Benefit | $794.8M |
| 401(k), 403(b), other DC | $1.3B |
| Endowments/Foundations | $26.6B |
| Health Care Pools* | $35.3M |
| Other | $118.7M |
| *Board designated, funded depreciation. | |
