Buyer's Guide
Rocaton Investment Advisors
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2012 |
| Number of relationship managers/sales people | 0 |
| Number of portfolio managers | 5 |
| OCIO percentage of total firm revenue | n/a |
| AUM full discretion | $1.8B |
| Number of full discretionary clients | 9 |
Discretionary assets by fund type
| Defined Benefit | $1.3B |
| 401(k), 403(b), other DC | $342M |
| Endowments/Foundations | $165M |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |