Alan Biller and Associates

Overview

--> Alan Biller and Associates | Investment Consultant | United States top of page A lan B iller and A ssociates Investment Consulting Leadership News Articles Latest Thoughts Our History Viewpoints Clients We Serve OCIO Services Investment Managers Contact Us Careers More Use tab to navigate through the menu items.¹

Alan Biller and Associates's investment work supports client portfolio construction, manager oversight, and advisory mandates.¹

Investment program

Estimated AUM: $65.1B²
Capital pool: Institutional investment consulting / discretionary OCIO — serves Taft-Hartley (multiemployer) plans, public pension plans, defined contribution plans, corporate plans, and non-profit/supplemental benefit funds; no proprietary investment products, retainer-fee only¹
Investment model: --> Alan Biller and Associates | Investment Consultant | United States top of page A lan B iller and A ssociates Investment Consulting Leadership News Articles Latest Thoughts Our History Viewpoints Clients We Serve OCIO Services Investment Managers Contact Us Careers More Use tab to navigate through the menu items.¹
Investment approach: Alan Biller and Associates' OCIO Services encompass investment policy design, asset allocation, open architecture investment manager selection, fee negotiation, potential for access to capacity constrained funds, rebalancing, retaining or removing managers, cash transfer operations, and trustee education.¹
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Not listed yet¹
Performance: Not listed yet
Governance: Alan Biller and Associates' OCIO Services encompass investment policy design, asset allocation, open architecture investment manager selection, fee negotiation, potential for access to capacity constrained funds, rebalancing, retaining or removing managers, cash transfer operations, and trustee education.³
Investment team: We can act in both a traditional and discretionary (Outsourced CIO, or OCIO) consulting capacity.¹
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 21, 2026 · Needs review

Sources

Last verified Jul 21, 2026 from public career and organization materials.

Fact notes

Website (alanbiller.com)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment approach, Asset allocation, Investment team, Investment office page · checked Jul 25, 2026
Annual report (reports.adviserinfo.sec.gov)Estimated AUM · checked Jul 25, 2026
Website (alanbiller.com)Governance · checked Jul 25, 2026

Reports and filings

Existing profile AUM value with source URL https://reports.adviserinfo.sec.gov/reports/ADV/105283/PDF/105283.pdf.Annual report · checked Jul 25, 2026

Profile and job sources

Website (alanbiller.com)Website · checked Jul 25, 2026
Website (alanbiller.com)Website · checked Jul 25, 2026
Website (alanbiller.com)Website · checked Jul 25, 2026
Primary job/profile sourceJob posting · checked Jul 21, 2026