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COMMONFUND OCIO, INC.
CRD 110689File 801-56548
APPROVED
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.94B
Top 10% of cohort (national)
Discretionary AUM
$23.08B
Non-discretionary $861.4M
Clients
156
156 accounts
Employees
47
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 15, 1999
- Principal office
- 601 MERRITT 7, NORWALK, CT, 06851-1097
- Phone
- 203-563-5000
- Website
- HTTPS://WWW.COMMONFUND.ORG
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.94B
- Discretionary AUM
- $23.08B
- Non-discretionary AUM
- $861.4M
- Discretionary accounts
- 153
- Non-discretionary accounts
- 3
- Total accounts
- 156
- AUM per client
- $153.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 126 | $8.62B |
| Pooled investment vehicles | 30 | $15.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Clients | 147 | 153 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $20,194,305,839 | $22,659,256,220 | increased by$2,464,950,381 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 147 | 153 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 42 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 114 | 147 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,343,591,310 | $20,194,305,839 | increased by$3,850,714,529 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 114 | 147 | increased by33 |
| Oct 1, 2022 | Employees | 25 | 23 | decreased by2 |
| Oct 1, 2022 | Clients | 109 | 114 | increased by5 |
| Oct 1, 2022 | AUM | $17,981,177,080 | $16,343,591,310 | decreased by$1,637,585,770 |
| Oct 1, 2022 | Accounts | 109 | 114 | increased by5 |
| Oct 1, 2021 | Employees | 28 | 25 | decreased by3 |
| Oct 1, 2021 | Clients | 100 | 109 | increased by9 |
| Oct 1, 2021 | AUM | $14,904,215,300 | $17,981,177,080 | increased by$3,076,961,780 |
| Oct 1, 2021 | Accounts | 100 | 109 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMMONFUND OCIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMONFUND OCIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.