COMMONFUND OCIO, INC.

Overview

Commonfund Ocio, Inc. is an institutional-focused asset manager that operates primarily as a pooled-vehicle advisor and manager of alternative investment strategies. Registered with the SEC since 1999, the firm combines portfolio management for pooled investment vehicles and institutions with a role selecting and overseeing third‑party managers. Its client base is institutional and its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. Commonfund Ocio, Inc. is not structured as a capital allocator and it is not an active ESG investor. The firm’s business and regulatory footprint includes activities consistent with commodity pool operator/commodity trading adviser responsibilities and affiliations with broker-dealers and other investment-adviser relationships. That positioning aligns with a manager that sponsors and serves as general partner or managing member of pooled funds while also providing advisory oversight and manager selection for institutional mandates.

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Investments & Alternatives

Location & Offices