Buyer's Guide
Alan Biller and Associates
Business Model/TypeImplemented consulting
ie. we are a consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2006 |
| Number of relationship managers/sales people | 9 |
| Number of portfolio managers | |
| OCIO percentage of total firm revenue | 70% |
| AUM full discretion | $41B |
| Number of full discretionary clients | 15 |
Discretionary assets by fund type
| Defined Benefit | $39.5B |
| 401(k), 403(b), other DC | $100M |
| Endowments/Foundations | $20M |
| Health Care Pools* | $1.08B |
| Other | $300M |
| *Board designated, funded depreciation. | |