Buyer's Guide
Pentegra Investors
Business Model/TypeOther
Fully bundled OCIO provider including all investment and non-investment services, serving as 3(38) and 3(21) fiduciary.
| Year entered into OCIO business | 1943 |
| Number of relationship managers/sales people | 33 |
| Number of portfolio managers | 6 |
| OCIO percentage of total firm revenue | 86% |
| AUM full discretion | $9.7B |
| Number of full discretionary clients | 657 |
Discretionary assets by fund type
| Defined Benefit | $4.2B |
| 401(k), 403(b), other DC | $5.6B |
| Endowments/Foundations | $0 |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |