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Buyer's Guide
Discretionary^ Assets by Fund Type — Other
Provider | Other |
Aetos Alternatives Management, LP | |
Agility | $1b |
Alan Biller and Associates | $330mm |
Angeles Investment Advisors, LLC | $1.2b |
Aon | $2.2b |
Asset Strategy Consultants | |
Bank of America Private Bank * | |
Bespoke Strategies (Lowe, Brockenbrough & Co.) | |
BlackRock, Inc. | 14.1b |
BNY Mellon | 4.8b |
Callan LLC | $0 |
Cambridge Associates | |
Canterbury Consulting, Inc | $71mm |
Commonfund | $0 |
DiMeo Schneider & Associates, L.L.C. | $10mm |
Disciplina Group | $2mm |
Discretionary Management Services, LLC | $260mm |
FEG Investment Advisors * | $2.1b* |
Goldman Sachs | $22.2b |
Hall Capital Partners* | |
Hirtle, Callaghan & Co | $8b |
J.P. Morgan Asset & Wealth Management | $35.5b |
LCG Associates, Inc. | $206mm |
Mangham Associates | $557mm |
Marquette Associates | $1.6b |
Meketa Investment Group | $22mm |
Mercer | $33.3b |
Morgan Stanley * | $3.9b* |
Multilateral Endowment Management Company | |
Northern Trust Asset Management | $33.7b |
Partners Capital Investment Group, LLP | $5.4b |
PFM Asset Management | $4.7b |
PNC Institutional Asset Management | $3.6b |
Prime Buchholz LLC | |
River and Mercantile Group Plc | $440mm |
Russell Investments | $120b |
SECOR Asset Management | |
Segal Marco Advisors | |
SEI Investments | $2b |
Silvercrest Asset Management Group | |
Spider Management Company, LLC * | |
State Street Global Advisors | $3.6b |
Strategic Investment Group | $2b |
TIFF Investment Management | $0 |
Vanguard | $6b |
Verger Capital Management | |
Verus Advisory, Inc. | |
Wespath Institutional Investments | $1.5b |
Willis Towers Watson * | $4.8b* |
Wilshire Associates Incorporated | $874mm |
^ For purposes of this survey, Full Discretion is defined as the OCIO manager having full discretion to tactically
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data