Commonfund Ocio, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Norwalk, CT. Its latest Form ADV filing, dated December 22, 2025, reports $22.7B in regulatory assets under management, 42 employees, 2 offices, and 153 accounts.
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 81.0% of total clients.
Top client categories% of clientsClients
1
Charitable
81.0%
124
2
Pooled Investment Vehicles
19.0%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$22.7Bas of December 22, 2025
Discretionary90.2%
$20.4B
90% of total RAUM90.2%
Non-discretionary9.8%
$2.2B
10% of total RAUM9.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$22.7B
Total Accounts153
10Y AUM Change+$8.2B (+56.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee4:1
10Y Employee Change-1 (-2.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.