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Buyer's Guide
OCIO Percentage of Total Firm Revenue
| Provider | OCIO Percentage of Total Firm Revenue |
| Aetos Alternatives Management, LP | 35% |
| Agility | 100% |
| Alan Biller and Associates | 66% |
| Angeles Investment Advisors, LLC | 60% |
| Aon | **** |
| Asset Strategy Consultants | 15% |
| Bank of America Private Bank * | *** |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | 100% |
| BlackRock, Inc. | not available |
| BNY Mellon | < 1% |
| Callan LLC | 14% |
| Cambridge Associates | 18% |
| Canterbury Consulting, Inc | 12% |
| Commonfund | 51% |
| DiMeo Schneider & Associates, L.L.C. | 10% |
| Disciplina Group | 100% |
| Discretionary Management Services, LLC | 15% |
| FEG Investment Advisors * | 33%* |
| Goldman Sachs | |
| Hall Capital Partners* | 100%* |
| Hirtle, Callaghan & Co | 100% |
| J.P. Morgan Asset & Wealth Management | not available |
| LCG Associates, Inc. | not available |
| Mangham Associates | 100% |
| Marquette Associates | 10% |
| Meketa Investment Group | 30% |
| Mercer | |
| Morgan Stanley * | |
| Multilateral Endowment Management Company | 100% |
| Northern Trust Asset Management | not available |
| Partners Capital Investment Group, LLP | 91% |
| PFM Asset Management | 18% |
| PNC Institutional Asset Management | 51% |
| Prime Buchholz LLC | 8% |
| River and Mercantile Group Plc | 25% |
| Russell Investments | 75% |
| SECOR Asset Management | 98% |
| Segal Marco Advisors | 10% |
| SEI Investments | 100% |
| Silvercrest Asset Management Group | 30% |
| Spider Management Company, LLC * | 100%* |
| State Street Global Advisors | 5% |
| Strategic Investment Group | 100% |
| TIFF Investment Management | 100% |
| Vanguard | |
| Verger Capital Management | 100% |
| Verus Advisory, Inc. | 15% |
| Wespath Institutional Investments | 10% |
| Willis Towers Watson * | |
| Wilshire Associates Incorporated | 7% |
* Submitted 9/30/19 data
*** Bank of America Private Bank does not report OCIO business separately. Bank of America Private Bank (“Private Bank”) provides comprehensive wealth management capabilities to a broad base of clients from high-net-worth families to institutional nonprofit organizations. In 2018, the Private Bank revenue was approximately $3.4 billion. The Private Bank revenue figures for 2019 are not yet available. As a publicly-traded company, we do not report out any additional breakdown of this revenue. For detailed financial information regarding Bank of America, please see our Bank of America Corporation Annual Report online at http://investor.bankofamerica.com.
**** Does not disclose
*** Bank of America Private Bank does not report OCIO business separately. Bank of America Private Bank (“Private Bank”) provides comprehensive wealth management capabilities to a broad base of clients from high-net-worth families to institutional nonprofit organizations. In 2018, the Private Bank revenue was approximately $3.4 billion. The Private Bank revenue figures for 2019 are not yet available. As a publicly-traded company, we do not report out any additional breakdown of this revenue. For detailed financial information regarding Bank of America, please see our Bank of America Corporation Annual Report online at http://investor.bankofamerica.com.
**** Does not disclose