- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Buyer's Guide
Discretionary^ Assets by Fund Type — Endowments/Foundations
| Provider | Endowments/Foundations |
| Aetos Alternatives Management, LP | $944mm |
| Agility | $8.9b |
| Alan Biller and Associates | $19mm |
| Angeles Investment Advisors, LLC | $1.8b |
| Aon | $490mm |
| Asset Strategy Consultants | $150mm |
| Bank of America Private Bank * | $15b* |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | $725mm |
| BlackRock, Inc. | $5.6b |
| BNY Mellon | $9.8b |
| Callan LLC | $568mm |
| Cambridge Associates | $20.5b |
| Canterbury Consulting, Inc | $592mm |
| Commonfund | $11.7b |
| DiMeo Schneider & Associates, L.L.C. | $2.8b |
| Disciplina Group | $168mm |
| Discretionary Management Services, LLC | $30mm |
| FEG Investment Advisors * | $2.5b* |
| Goldman Sachs | $12.9b |
| Hall Capital Partners* | |
| Hirtle, Callaghan & Co | $8.8b |
| J.P. Morgan Asset & Wealth Management | $17.9b |
| LCG Associates, Inc. | $376mm |
| Mangham Associates | $88mm |
| Marquette Associates | $207mm |
| Meketa Investment Group | $1.1b |
| Mercer | $13.6b |
| Morgan Stanley * | $8.9b* |
| Multilateral Endowment Management Company | $1b |
| Northern Trust Asset Management | $2.2b |
| Partners Capital Investment Group, LLP | $5.4b |
| PFM Asset Management | $1.3b |
| PNC Institutional Asset Management | $16.6b |
| Prime Buchholz LLC | |
| River and Mercantile Group Plc | $16mm |
| Russell Investments | $5.2b |
| SECOR Asset Management | |
| Segal Marco Advisors | $200mm |
| SEI Investments | $12b |
| Silvercrest Asset Management Group | $116mm |
| Spider Management Company, LLC * | $4.5b* |
| State Street Global Advisors | |
| Strategic Investment Group | $5.5b |
| TIFF Investment Management | $7b |
| Vanguard | $24.1b |
| Verger Capital Management | $1.7b |
| Verus Advisory, Inc. | $415mm |
| Wespath Institutional Investments | $2.4b |
| Willis Towers Watson * | $10mm* |
| Wilshire Associates Incorporated | $817mm |
^ For purposes of this survey, Full Discretion is defined as the OCIO manager having full discretion to tactically
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data