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| Cerity Partners LLC
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|---|---|
| CRD # | 151559 |
| SEC # | 801-70719 |
| CIK # | 0001566475 |
| AUM | $53.3 BB (2023-03-31) |
| Employees | 358 (56% Investors, 3% Brokers) |
| Phone | 212-850-4260 |
| Address | 335 Madison Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.7 | |
| MSFT | 1,918.2 | 1.2 | |
| XOM | 385.5 | 0.8 | |
| PG | 338.1 | 0.5 | |
| CACC | 6.4 | 0.4 | |
| AMZN | 1,093.0 | 0.3 | |
| DIS | 174.7 | 0.3 | |
| GOOG | 1,482.6 | 0.3 | |
| GOOGL | 1,475.1 | 0.3 | |
| ITW | 57.0 | 0.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Private Market Opportunities Fund LLC Series C | [2023-03-31] | 5.9 | 5.3 |
| Other | Private Market Opportunities Fund LLC Series D | [2023-03-31] | 7.0 | 7.0 |
| Other | Private Market Opportunity Fund Series E | [2023-03-31] | 3.4 | 3.4 |
| Other | Private Market Opportunity Fund LLC Series A | [2022-02-03] | 3.0 | 3.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,709 | 0.6 |
| (b) Individuals (high net worth individuals) | 3,659 | 26.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 253 | 15.2 |
| (h) Charitable organizations | 44 | 0.6 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 5,713 | 44.7 |
| By Discretionary | ||
| Discretionary | 5,364 | 26.8 |
| Non-Discretionary | 349 | 17.9 |
| Total | 5,713 | 44.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 44.6 | |
| Total | 5,713 | 44.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| PMOF Holdings LLC | 5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001566475] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Cerity Partners LLC
✚
|
NY | 53.3 |
|
Cerity Partners Retirement Plan Advisors LLC
✚
|
NY | 12.8 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sterling Capital Management LLC
✚
|
NC | 62.8 |
|
AssetMark Inc
✚
|
CA | 55.2 |
|
Aperio Group LLC
✚
|
CA | 54.5 |
|
Brinker Capital Investments LLC
✚
|
NE | 53.3 |
|
Morningstar Investment Management LLC
✚
|
IL | 51.9 |
|
Pzena Investment Management LLC
✚
|
NY | 49.3 |
|
Buck Global LLC
✚
|
NY | 48.5 |
|
Natixis Advisors LLC
✚
|
MA | 46.2 |
|
Barrow Hanley Mewhinney & Strauss LLC
✚
|
TX | 43.7 |
|
Mondrian Investment Partners Limited
✚
|
43.3 |