Key facts
- Cerity Partners is a other based in New York, New York with 1 tracked portfolio company.
- Notable positions include Nasdaq Private Market.
- The team roster lists 1 person.
About Cerity Partners
Cerity Partners is a wealth management firm based in New York City, New York. Established in 2009, the firm provides services such as wealth planning, tax planning and compliance, lifestyle management, trust services, and private capital finance, as well as retirement planning services to clients, which include foundations, endowments, and corporate executives, among others. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 151916- Regulatory AUM
- —
- Private fund assets
- $6.0B
- Private funds
- 1 · 1 hedge
- Staff
- 61
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CERITY PARTNERS OCIO LLC).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Nasdaq Private Market | — | — | — |
Team
1 people on record — 1 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does Cerity Partners invest in?
- Cerity Partners has 1 recorded portfolio companies, including Nasdaq Private Market.
- What is Cerity Partners's AUM?
- Cerity Partners manages approximately $123K in assets.