Institutional
    SEC Registered

    Commonfund Ocio, Inc.

    Registered investment advisor · Norwalk, Connecticut · CRD #110689

    Assets Under Management
    $22.7B
    Client Accounts
    153
    Employees
    42
    CRD Number
    110689
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Commonfund Ocio, Inc.

    Commonfund is a private nonprofit asset management firm established in 1971, headquartered in Connecticut, with additional offices in New York City, San Francisco, London, and Beijing. The firm focuses on enhancing financial resources for nonprofit institutions, endowments, foundations, and public pension funds through tailored investment programs, outsourced chief investment officer (OCIO) services, and private capital strategies. Commonfund manages approximately $25-28 billion in assets. The

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Commonfund Ocio, Inc.'s AUM?

    Commonfund Ocio, Inc. reports approximately $22.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Commonfund Ocio, Inc. headquartered?

    Commonfund Ocio, Inc. is headquartered in Norwalk, Connecticut.

    What is Commonfund Ocio, Inc.'s CRD number?

    Commonfund Ocio, Inc.'s CRD number is 110689. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Commonfund Ocio, Inc. manage?

    Commonfund Ocio, Inc. manages approximately 153 client accounts according to its latest SEC filing.

    Is Commonfund Ocio, Inc. SEC registered?

    Yes, Commonfund Ocio, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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