# Commonfund Ocio, Inc.

> Commonfund Ocio, Inc. is an SEC-registered investment advisory firm in Norwalk, CT, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 110689
- Filed as: COMMONFUND OCIO, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwalk, CT
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110689
- AdvisorCensus page: https://advisorcensus.com/firm/commonfund-ocio-inc-norwalk-ct-110689

## Quick answers

**How is Commonfund Ocio, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Commonfund Ocio, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Commonfund Ocio, Inc. located?**
Commonfund Ocio, Inc.'s principal office is in Norwalk, CT, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Commonfund Ocio, Inc. registered with the SEC or a state?**
Commonfund Ocio, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 110689.

**How much does Commonfund Ocio, Inc. manage?**
Commonfund Ocio, Inc. reports $23,944,643,093 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (96% discretionary).

**How have Commonfund Ocio, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Commonfund Ocio, Inc.: Regulatory assets under management: $17,981,177,080 in the October 2021 data and $23,944,643,093 in the October 2026 data, up 33%. Total employees: 25 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Commonfund Ocio, Inc. serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (126); pooled investment vehicles (other than investment companies and business development companies) (30).

**Which custodians does Commonfund Ocio, Inc. use?**
Commonfund Ocio, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Commonfund Ocio, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110689

**What changed in Commonfund Ocio, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 33 to 37. Changed its office addresses in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $23,944,643,093
- Discretionary: $23,083,193,698
- Non-discretionary: $861,449,395

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $15,323,881,598 |
| Charitable organizations | 126 | $8,620,761,495 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 47 total, 37 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OK, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- New York, NY
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- commonfund.org
- fast.wistia.com/embed/channel/hv3878ox87
- fast.wistia.com/embed/channel/r2ajft0hus
- fast.wistia.com/embed/channel/z1nwv91crh
- open.spotify.com/show/54aNwEvFTOU1D3s11TMI3g
- podcasts.apple.com/us/podcast/commonfund-point-of-view/id1716984176
- podcasts.apple.com/us/podcast/espresso-chats/id1821203414
- LinkedIn @commonfund
- YouTube @CommonfundGroup
- YouTube @CommonfundGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $17,981,177,080 | 25 | September 28, 2021 |
| October 2022 | $16,343,591,310 | 23 | September 28, 2022 |
| October 2023 | $17,284,955,913 | 48 | September 28, 2023 |
| October 2024 | $20,194,305,839 | 42 | September 27, 2024 |
| October 2025 | $20,194,305,839 | 42 | July 30, 2025 |
| October 2026 | $23,944,643,093 | 47 | September 28, 2026 |

Regulatory assets under management: $17,981,177,080 in the October 2021 data and $23,944,643,093 in the October 2026 data, up 33%.
Total employees: 25 in October 2021 and 47 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 33 to 37.
- Changed its office addresses in New York, NY.

### December 2025
- Employees performing advisory functions went from 31 to 33.
- Regulatory assets under management went from $20,194,305,839 to $22,659,256,220 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Commonfund Ocio, Inc. (CRD 110689): Form ADV filing data as of October 2026.