Buyer's Guide
U. S. Trust
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.
| Year entered into OCIO business | 1853 |
| Number of relationship managers/sales people | 39 |
| Number of portfolio managers | 29 |
| OCIO percentage of total firm revenue | 7% |
| AUM full discretion | $25.1B |
| Number of full discretionary clients | 455 |
Discretionary assets by fund type
| Defined Benefit | $11.18B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $14.72B |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |