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AndCo - formerly The Bogdahn Group

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uuid000pqxs

Namestring
AndCo - formerly The Bogdahn Group
Legal namestring
Mariner Wealth Advisors, LLC
Websiteurl
andcoconsulting.com
Company typeenum
Private
Founded yearint
2006
Descriptiontext

AndCo, formerly known as The Bogdahn Group, is a U.S.-based financial services firm that provides investment consulting services to endowments, foundations, and institutional clients. Founded in 2000 by Joe Bogdahn, the firm is headquartered in Winter Park, Florida, and operates as a private for-profit company with 101-250 employees. AndCo's positioning is within the niche institutional investment consulting segment of the broader financial services industry, distinct from retail wealth management and distinct from a registered investment advisor mass-affluent practice.

The firm's value proposition centers on advisory and consulting services for nonprofit and institutional portfolios, an area typically associated with outsourced chief investment officer (OCIO) services, manager research and due diligence, investment policy development, and ongoing portfolio oversight. Specific details on product suite, fee structure, technology infrastructure, and underlying investment process are not disclosed in the available source data, which limits deeper visibility into the firm's operating model. The company's 24+ year operating history and stable mid-market headcount suggest a mature, relationship-driven consulting practice rather than a high-velocity or technology-led growth firm.

The rebrand from The Bogdahn Group to AndCo signals a deliberate brand evolution, common among advisory firms seeking a more contemporary, market-neutral identity. However, the source data does not detail the strategic rationale, timing, or accompanying changes in service mix, pricing, or ownership structure. Customer logos, revenue, AUM, pricing tiers, technology stack, partnership arrangements, and leadership team composition beyond the founder are not disclosed in the provided source material, restricting the depth of this assessment.

Short descriptiontext

AndCo is a Winter Park, Florida-based investment consulting firm serving endowments, foundations, and institutional clients. Founded in 2000 by Joe Bogdahn, it operates as a private mid-sized practice with 101-250 employees specializing in nonprofit portfolio advisory services.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersWinter Park, United States
HQ citystring
Winter Park
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment consulting, endowment advisory, foundation investment, nonprofit wealth advisory, institutional portfolio consulting
Industry1 code
1Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Investment Advisory Services
Social media profiles2 records
Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

AndCo delivers investment consulting services to endowments, foundations, and other institutional nonprofit organizations. The firm's work centers on advising these pools of capital on portfolio strategy, asset allocation, investment manager selection, and ongoing oversight. Engagements are delivered on a fee-based consulting basis rather than through proprietary technology products or trade execution.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Investment Consulting for Endowments and Foundations
CategoryInvestment Advisory Services
Description

Ongoing investment consulting for U.S. endowments, foundations, and nonprofit institutions, covering portfolio strategy, asset allocation, manager research and selection, and investment oversight.

Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Peers10 records
1Cambridge Associates
TypeDirect peer
Description

Cambridge Associates is a leading OCIO and investment consulting firm serving endowments, foundations, and institutional investors globally. It is the closest direct competitor to AndCo given its depth in endowment/foundation advisory work.

2Mercer Investment Consulting (Mercer Advisors)
TypeDirect peer
Description

Mercer provides OCIO, investment consulting, and wealth management to institutional and high-net-worth clients, including foundations and endowments. It directly overlaps with AndCo's institutional consulting practice.

3NEPC
TypeDirect peer
Description

NEPC is an independent investment consulting firm specializing in endowment, foundation, and institutional OCIO mandates. It is highly comparable to AndCo in target market and service model.

4Aon (Investment Consulting)
TypeBroad incumbent
Description

Aon's investment consulting division provides OCIO and advisory services to large institutional clients including pensions, endowments, and foundations. It is a broad incumbent offering investment consulting within a much larger services portfolio.

5Commonfund
TypeDirect peer
Description

Commonfund provides OCIO, investment management, and advisory services explicitly focused on endowments, foundations, and nonprofit institutional investors. It is a direct competitor in the same niche as AndCo.

6Meketa Investment Group
TypeDirect peer
Description

Meketa is an investment consulting and OCIO firm serving institutional clients including public pensions, endowments, and foundations. It is a direct peer to AndCo in the institutional consulting space.

7Verus Investments
TypeDirect peer
Description

Verus provides investment consulting and OCIO services for institutional investors including foundations, endowments, and pensions. It is a comparable mid-sized investment consulting firm to AndCo.

8Mariner Institutional
TypeBroad incumbent
Description

Mariner's institutional division provides OCIO and investment advisory services to institutions. While broader in scale, its institutional practice directly overlaps with AndCo's endowment/foundation consulting model.

9BNY Mellon Investment Management (OCIO)
TypeBroad incumbent
Description

BNY Mellon's OCIO arm provides outsourced investment leadership to endowments, foundations, and other institutional clients. It is a broad incumbent offering OCIO within a much larger asset management franchise.

10Russell Investments OCIO
TypeBroad incumbent
Description

Russell Investments provides OCIO solutions for institutional investors, including foundations and endowments. As a broad incumbent, it competes for institutional mandates similar to AndCo's.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

AndCo - formerly The Bogdahn Group

Investment Advisory Servicesandcoconsulting.com

AndCo is a Winter Park, Florida-based investment consulting firm serving endowments, foundations, and institutional clients. Founded in 2000 by Joe Bogdahn, it operates as a private mid-sized practice with 101-250 employees specializing in nonprofit portfolio advisory services.

What AndCo - formerly The Bogdahn Group does

AndCo, formerly known as The Bogdahn Group, is a U.S.-based financial services firm that provides investment consulting services to endowments, foundations, and institutional clients. Founded in 2000 by Joe Bogdahn, the firm is headquartered in Winter Park, Florida, and operates as a private for-profit company with 101-250 employees. AndCo's positioning is within the niche institutional investment consulting segment of the broader financial services industry, distinct from retail wealth management and distinct from a registered investment advisor mass-affluent practice.

The firm's value proposition centers on advisory and consulting services for nonprofit and institutional portfolios, an area typically associated with outsourced chief investment officer (OCIO) services, manager research and due diligence, investment policy development, and ongoing portfolio oversight. Specific details on product suite, fee structure, technology infrastructure, and underlying investment process are not disclosed in the available source data, which limits deeper visibility into the firm's operating model. The company's 24+ year operating history and stable mid-market headcount suggest a mature, relationship-driven consulting practice rather than a high-velocity or technology-led growth firm.

The rebrand from The Bogdahn Group to AndCo signals a deliberate brand evolution, common among advisory firms seeking a more contemporary, market-neutral identity. However, the source data does not detail the strategic rationale, timing, or accompanying changes in service mix, pricing, or ownership structure. Customer logos, revenue, AUM, pricing tiers, technology stack, partnership arrangements, and leadership team composition beyond the founder are not disclosed in the provided source material, restricting the depth of this assessment.

AndCo - formerly The Bogdahn Group firmographics

Firmographics
Name
AndCo - formerly The Bogdahn Group
Legal name
Mariner Wealth Advisors, LLC
Website
https://andcoconsulting.com
Company type
Private
Founded year
2006
Operating status
Operating
Headcount range
101–250 employees
Short description
AndCo is a Winter Park, Florida-based investment consulting firm serving endowments, foundations, and institutional clients. Founded in 2000 by Joe Bogdahn, it operates as a private mid-sized practice with 101-250 employees specializing in nonprofit portfolio advisory services.
Ownership category
akta.pro rank

AndCo - formerly The Bogdahn Group industry classification

Industry
Product category
Investment Advisory Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

  • Investment consulting
  • Endowment advisory
  • Foundation investment
  • Nonprofit wealth advisory
  • Institutional portfolio consulting

Where AndCo - formerly The Bogdahn Group is headquartered

Location

Headquarters

HQ city
Winter Park
HQ country
United States
HQ region
North America

Markets served

AndCo - formerly The Bogdahn Group business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

AndCo - formerly The Bogdahn Group product offering

Product offering

Core offering

AndCo delivers investment consulting services to endowments, foundations, and other institutional nonprofit organizations. The firm's work centers on advising these pools of capital on portfolio strategy, asset allocation, investment manager selection, and ongoing oversight. Engagements are delivered on a fee-based consulting basis rather than through proprietary technology products or trade execution.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Consulting for Endowments and Foundations Ongoing investment consulting for U.S. endowments, foundations, and nonprofit institutions, covering portfolio strategy, asset allocation, manager research and selection, and investment oversight.

Companies that use AndCo - formerly The Bogdahn Group

Customer profile

Ideal customer profiles1 record

AndCo - formerly The Bogdahn Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AndCo - formerly The Bogdahn Group partnerships and signals

Strategic signal

Recent moves2 records

Expansion highlights2 records

AndCo - formerly The Bogdahn Group competitors and assessment

Company assessment

Direct peers

  • Cambridge Associates: Cambridge Associates is a leading OCIO and investment consulting firm serving endowments, foundations, and institutional investors globally. It is the closest direct competitor to AndCo given its depth in endowment/foundation advisory work.
  • Mercer Investment Consulting (Mercer Advisors): Mercer provides OCIO, investment consulting, and wealth management to institutional and high-net-worth clients, including foundations and endowments. It directly overlaps with AndCo's institutional consulting practice.
  • NEPC: NEPC is an independent investment consulting firm specializing in endowment, foundation, and institutional OCIO mandates. It is highly comparable to AndCo in target market and service model.
  • Commonfund: Commonfund provides OCIO, investment management, and advisory services explicitly focused on endowments, foundations, and nonprofit institutional investors. It is a direct competitor in the same niche as AndCo.
  • Meketa Investment Group: Meketa is an investment consulting and OCIO firm serving institutional clients including public pensions, endowments, and foundations. It is a direct peer to AndCo in the institutional consulting space.
  • Verus Investments: Verus provides investment consulting and OCIO services for institutional investors including foundations, endowments, and pensions. It is a comparable mid-sized investment consulting firm to AndCo.

Broad incumbents

  • Aon (Investment Consulting): Aon's investment consulting division provides OCIO and advisory services to large institutional clients including pensions, endowments, and foundations. It is a broad incumbent offering investment consulting within a much larger services portfolio.
  • Mariner Institutional: Mariner's institutional division provides OCIO and investment advisory services to institutions. While broader in scale, its institutional practice directly overlaps with AndCo's endowment/foundation consulting model.
  • BNY Mellon Investment Management (OCIO): BNY Mellon's OCIO arm provides outsourced investment leadership to endowments, foundations, and other institutional clients. It is a broad incumbent offering OCIO within a much larger asset management franchise.
  • Russell Investments OCIO: Russell Investments provides OCIO solutions for institutional investors, including foundations and endowments. As a broad incumbent, it competes for institutional mandates similar to AndCo's.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

AndCo - formerly The Bogdahn Group social profiles

Digital presence

AndCo - formerly The Bogdahn Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

AndCo - formerly The Bogdahn Group leadership team

Management profile

Number of profiles

Profiles1 record

AndCo - formerly The Bogdahn Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

AndCo - formerly The Bogdahn Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AndCo - formerly The Bogdahn Group

What does AndCo - formerly The Bogdahn Group do?

AndCo delivers investment consulting services to endowments, foundations, and other institutional nonprofit organizations. The firm's work centers on advising these pools of capital on portfolio strategy, asset allocation, investment manager selection, and ongoing oversight. Engagements are delivered on a fee-based consulting basis rather than through proprietary technology products or trade execution.

Is AndCo - formerly The Bogdahn Group a public or private company?

AndCo - formerly The Bogdahn Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was AndCo - formerly The Bogdahn Group founded?

AndCo - formerly The Bogdahn Group was founded in 2006. It employs 101 to 250 people.

Where is AndCo - formerly The Bogdahn Group based?

AndCo - formerly The Bogdahn Group is headquartered in Winter Park, United States, in the North America region.

Who are AndCo - formerly The Bogdahn Group's main competitors?

Direct peers on record are Cambridge Associates, Mercer Investment Consulting (Mercer Advisors), NEPC, Commonfund, Meketa Investment Group and Verus Investments. Broad incumbents are Aon (Investment Consulting), Mariner Institutional, BNY Mellon Investment Management (OCIO) and Russell Investments OCIO.

Does AndCo - formerly The Bogdahn Group have an API?

No public API is recorded for AndCo - formerly The Bogdahn Group.

What industry is AndCo - formerly The Bogdahn Group in?

AndCo - formerly The Bogdahn Group's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

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