Commonfund Ocio, Inc.
- Regulatory AUM
- $22.7B
- Discretionary
- $20.4B
- Clients
- 153
- Avg AUM / client
- $148M
- Accounts
- 153
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Dec 22, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 29 | $14.1B | 62.2% |
| Charitable organizations | 124 | $8.6B | 37.8% |
Private funds (32)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $13.6B combined gross assets
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Stanley H Durwood Foundation EIN 436828087 | Kansas City, MO | 12/31/2024 |
| Wayne State University EIN 383555142 | Detroit, MI | 09/30/2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomson, Seth, William | Assistant Secretary; Deputy General Counsel | Feb 2015 (12y) | Less than 5% | |
| Anson, Mark, Jonathon | Chair, Board Of Directors; Chief Investment Officer; Investment Committee Member | Jan 2016 (11y) | Less than 5% | |
| Samy, Sharad, Anantha | Secretary; Chief Compliance Officer; General Counsel | Jan 2016 (11y) | Less than 5% | |
| Dobransky, Russell, Joseph | Managing Director; Head Of Fund Operations | Jan 2017 (10y) | Less than 5% | |
| Yates, Timothy, Titus | Director; President And Chief Executive Officer; Managing Director; Investment Committee Member | Jan 2017 (10y) | Less than 5% | |
| Blanch, Carolyn, Nichols | Treasurer; Vice President | Jun 2017 (9y) | Less than 5% | |
| Kwait, Kristofer, Stephen | Director; Executive Vice President; Managing Director; Chief Marketing Strategist; Investment Committee Member | Jun 2018 (8y) | Less than 5% | |
| Moreau, Dana, James | Vice President | Jan 2019 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Commonfund Holding Company, Inc. | Delaware Corporation | Jul 1999 | A | 75% or more |
| The Common Fund For Nonprofit Organizations | New York Nonprofit Corporation | Jul 1999 | B | 75% or more of Commonfund Holding Company,Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (32, $13.6B gross assets)
Top 25 of 32 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Stanley H Durwood Foundation | Public charity | $78.9M | 12/31/2024 |
| Wayne State University | Public charity | $596M | 09/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/22/2025 | 7.76 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $2.0B (9% of AUM) Dec 2025
- State Street $1.9B (11% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 22, 2025.
View current Form ADV (SEC/IAPD) ↗