Buyer's Guide
The Bespoke Strategies (Lowe, Brockenbrough)
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 2011 |
| Number of relationship managers/sales people | 2 |
| Number of portfolio managers | 4 |
| OCIO percentage of total firm revenue | 40% |
| AUM full discretion | $930M |
| Number of full discretionary clients | 9 |
Discretionary assets by fund type
| Defined Benefit | $0 |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $493M |
| Health Care Pools* | $0 |
| Other | $437M |
| *Board designated, funded depreciation. | |