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Orion enters booming OCIO market with $6-billion AUM startup purchase, based on very firsthand knowledge

The Omaha, Neb., software and investments firm is buying Utah-based TownSquare to move upmarket to $2-trillion outsourced chief investment officer services

Author Brooke Southall May 11, 2022 at 1:23 AM
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Kurt Brown: [An OCIO] is technically a TAMP but a lot more hands on.

Related Moves

The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

March 22, 2023 at 1:48 AM



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