COMMONFUND OCIO, INC.

15 Old Danbury Road
Wilton, Connecticut 06897-0812
Tel: 203-563-5000

About COMMONFUND OCIO, INC.

COMMONFUND OCIO, INC, formally registered with the SEC as COMMONFUND OCIO, INC. The firm was established in 06/15/1999. They have over 3 offices throughout the country.

COMMONFUND OCIO, INC. is a Wilton, Connecticut based Financial Planning firm with nearly $20,194,305,839 assets under management, offering retirement planning & investment advisory services to 147 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110689
SEC#	801-56548
Assets Managed by Firm	$20,194,305,839
No. of Clients	147
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	147	$20,194,305,839
Charitable organizations	115	$7,608,276,123

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