CERITY PARTNERS OCIO LLC

CRD 151916 · SEC 801-70888

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99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016, United States

Phone

212-850-4260

Fax

212-937-1942

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$21.13B

Discretionary AUM

$21.13B

Team

61 total employees; 21 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	2	$8.2M
Investment companies	1	$9.8M
Pooled investment vehicles	1	$5.95B
Charitable organizations	38	$15.16B

States served

CO, NY, TX

All web addresses on file

https://www.ceritypartners.com/cerity-partners-ocio/
https://www.linkedin.com/company/cerity-partners/

Official SEC filing: View on IAPD