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COMMONFUND OCIO, INC.
CRD 110689File 801-56548
APPROVED
Custody
Filing as of Dec 22, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$22.66B
Top 10% of cohort (national)
Discretionary AUM
$20.44B
Non-discretionary $2.22B
Clients
153
153 accounts
Employees
42
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
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.66B
- Discretionary AUM
- $20.44B
- Non-discretionary AUM
- $2.22B
- Discretionary accounts
- 149
- Non-discretionary accounts
- 4
- Total accounts
- 153
- AUM per client
- $148.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 124 | $8.58B |
| Pooled investment vehicles | 29 | $14.08B |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.