Buyer's Guide
Callan Associates
Business Model/TypeOCIO + other
An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 1996 |
| Number of relationship managers/sales people | 13 |
| Number of portfolio managers | n/a |
| OCIO percentage of total firm revenue | 10% |
| AUM full discretion | $7.9B |
| Number of full discretionary clients | 10 |
| Minimum OCIO mandate | $200M |
Number of Full Discretionary Clients by Region
| United States | 10 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |