- Introduction & Methodology
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- Buyer's Guide
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- Endowments/Foundations
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Past Surveys
Buyer's Guide
Discretionary^ Assets by Fund Type — Other
| Provider | Other |
| Aetos Alternatives Management, LP | |
| Agility | $1b |
| Alan Biller and Associates | $330mm |
| Angeles Investment Advisors, LLC | $1.2b |
| Aon | $2.2b |
| Asset Strategy Consultants | |
| Bank of America Private Bank * | |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | |
| BlackRock, Inc. | 14.1b |
| BNY Mellon | 4.8b |
| Callan LLC | $0 |
| Cambridge Associates | |
| Canterbury Consulting, Inc | $71mm |
| Commonfund | $0 |
| DiMeo Schneider & Associates, L.L.C. | $10mm |
| Disciplina Group | $2mm |
| Discretionary Management Services, LLC | $260mm |
| FEG Investment Advisors * | $2.1b* |
| Goldman Sachs | $22.2b |
| Hall Capital Partners* | |
| Hirtle, Callaghan & Co | $8b |
| J.P. Morgan Asset & Wealth Management | $35.5b |
| LCG Associates, Inc. | $206mm |
| Mangham Associates | $557mm |
| Marquette Associates | $1.6b |
| Meketa Investment Group | $22mm |
| Mercer | $33.3b |
| Morgan Stanley * | $3.9b* |
| Multilateral Endowment Management Company | |
| Northern Trust Asset Management | $33.7b |
| Partners Capital Investment Group, LLP | $5.4b |
| PFM Asset Management | $4.7b |
| PNC Institutional Asset Management | $3.6b |
| Prime Buchholz LLC | |
| River and Mercantile Group Plc | $440mm |
| Russell Investments | $120b |
| SECOR Asset Management | |
| Segal Marco Advisors | |
| SEI Investments | $2b |
| Silvercrest Asset Management Group | |
| Spider Management Company, LLC * | |
| State Street Global Advisors | $3.6b |
| Strategic Investment Group | $2b |
| TIFF Investment Management | $0 |
| Vanguard | $6b |
| Verger Capital Management | |
| Verus Advisory, Inc. | |
| Wespath Institutional Investments | $1.5b |
| Willis Towers Watson * | $4.8b* |
| Wilshire Associates Incorporated | $874mm |
^ 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
