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Commonfund Ocio, Inc.

● SEC registered since 1999CRD 110689SEC# 801-56548Wilton, CT
Export (members)
Ranks #366 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$20.19B
Fund GAV
$13.64B
Private funds
32
Employees
42
Accounts
147
Location
Wilton, CT

Commonfund Ocio, Inc. assets under management

Commonfund Ocio, Inc. is an investment advisory firm registered with the SEC based in Wilton, CT. The firm has been registered since 1999. It reports $20.2 billion in regulatory assets under management and employs 42 people. Commonfund Ocio, Inc. manages 32 private funds with combined gross assets of $13.6 billion, including Commonfund Ocio Global Equity, LLC. By regulatory assets, it ranks 366 of 5,911 private fund managers.

Commonfund Ocio, Inc. private funds

32 funds · $13.64B GAV
FundTypeGross assetsMin.
Commonfund Ocio Global Equity, LLCHedge$3.82B$500K
Cf Acp, LLCOther Private$1.63B$1M
Commonfund Credit Opportunities CompanyOther Private$882.2M
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Commonfund Ocio, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Carolyn Nichols Blanch ControlTreasurer; Vice PresidentUnder 5%2017
Commonfund Holding Company, Inc. ControlDelaware CorporationOver 75%1999
Dana James Moreau ControlVice PresidentUnder 5%2019
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Frequently asked questions

How much does Commonfund Ocio, Inc. manage?

Commonfund Ocio, Inc. reports $20.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Commonfund Ocio, Inc. manage?

Commonfund Ocio, Inc. manages 32 private funds with combined gross assets of $13.6 billion.

How many employees does Commonfund Ocio, Inc. have?

Commonfund Ocio, Inc. reports 42 employees.

Where is Commonfund Ocio, Inc. located?

Commonfund Ocio, Inc. is based in Wilton, CT and has been SEC-registered since 1999.

Does Commonfund Ocio, Inc. disclose fund performance?

Commonfund Ocio, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 Old Danbury Road, Wilton, CT 06897-0812
Phone203-563-5000
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1965574
Discloses disciplinary historyNo

Assets under management

Discretionary$19.56B
Non-discretionary$634.2M
Total (RAUM)$20.19B

Service providers

Auditor
Prime broker
Administrator