2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Aetos Capital





Business Model/TypeOCIO + other












An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.












Year entered into OCIO business 2003
Number of relationship managers/sales people 4
Number of portfolio managers 18
OCIO percentage of total firm revenue 18%
AUM full discretion $289.2M
Number of full discretionary clients 1
















Discretionary assets by fund type








Defined Benefit $289.2M
401(k), 403(b), other DC $0
Endowments/Foundations $0
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.