Providers By Clients/Assets
No. of Clients, Full Discretion
| Provider |
No. of Clients, Full Discretion |
| Aetos Alternatives Management, LP |
5 |
| Agility |
40 |
| Alan Biller and Associates |
29 |
| Angeles Investments LLC |
53 |
| Aon |
182 |
| Artemis Wealth Advisors, LLC |
13 |
| Bank of America Private Bank |
487 |
| BlackRock |
106 |
| BNY Mellon |
371 |
| Cambridge Associates |
111 |
| Canterbury Consulting |
25 |
| Commonfund |
75 |
| Disciplina Group |
14 |
| Discretionary Management Services, LLC |
25 |
| FEG Investment Advisors |
104 |
| Fidelity Institutional Asset Management, LLC |
78 |
| Global Strategic Investment Solutions |
64 |
| Goldman Sachs |
499 |
| Hall Capital Partners LLC (“HCP”) |
|
| Hirtle, Callaghan & Co. |
200 |
| J.P. Morgan Asset & Wealth Management |
388 |
| LCG Associates, Inc. |
8 |
| Marquette Associates |
119 |
| Meketa Investment Group |
61 |
| Mercer |
1,531 |
| Mill Creek Capital Advisors, LLC |
|
| Morgan Stanley & Co. LLC |
271* |
| NEPC, LLC^ |
59 |
| Northern Trust Corporation |
461 |
| Partners Capital Investment Group, LLP |
117 |
| PFM |
236 |
| PNC Institutional Asset Management |
4,561 |
| Prime Buchholz LLC |
17 |
| River and Mercantile |
110 |
| Russell Investments |
450 |
| SECOR Asset Management |
4 |
| Segal Marco Advisors |
62 |
| SEI Investments |
505 |
| Spider Management Company |
28 |
| Spruceview Capital Partners |
2 |
| State Street Global Advisors |
226 |
| Strategic Investment Group§ |
29 |
| TIFF |
|
| Vanguard Institutional Advisory Services |
1,203 |
| Verger Capital Management |
8 |
| Wespath |
140 |
| Willis Towers Watson* |
252 |
| Wilshire |
23 |
