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| Cerity Partners LLC
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| CRD # | 151559 |
| SEC # | 801-70719 |
| CIK # | 0001566475 |
| AUM | $122.8 B (2025-05-20) |
| Employees | 1,166 (74% Investors, 0% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.8 | ||
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Procter & Gamble Co | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Broadcom Inc | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Private Markets Opportunity Fund Series J | [2025-03-31] | 9.6 | 9.6 |
| Other | AJW TA Debt Fund LLC | [2024-03-28] | 0.0 | 38.3 |
| PE | AJW TA XV Fund LLC | [2024-03-28] | 19.7 | 0.0 |
| Other | Private Markets Opportunity Fund Series F | [2024-03-28] | 6.2 | 6.1 |
| Other | Private Markets Opportunity Fund Series G | [2024-03-28] | 0.0 | 8.0 |
| Other | Private Markets Opportunity Fund Series H | [2024-03-28] | 0.0 | 6.4 |
| Other | Private Markets Opportunity Fund Series I | [2024-03-28] | 0.0 | 20.5 |
| Other | Private Markets Opportunity Fund LLC Series D | [2023-03-31] | 7.0 | 18.2 |
| Other | Private Markets Opportunity Fund Series C | [2023-03-31] | 5.9 | 4.9 |
| Other | Private Markets Opportunity Fund Series E | [2023-03-31] | 3.4 | 3.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,869 | 4.7 |
| (b) Individuals (high net worth individuals) | 11,058 | 78.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 5.2 |
| (g) Pension and profit sharing plans | 619 | 18.9 |
| (h) Charitable organizations | 178 | 13.6 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 62 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 19,810 | 122.8 |
| By Discretionary | ||
| Discretionary | 19,185 | 104.7 |
| Non-Discretionary | 625 | 18.2 |
| Total | 19,810 | 122.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 121.3 | |
| Total | 19,810 | 122.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Nathan Crisenberry | 17 | ||
| PMOF Holdings LLC | 9 | ||
| Justyn Volesko | 2 | ||
| AJW Manager LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566475] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cerity Partners LLC
✚
|
NY | 122.8 |
|
Cerity Partners Retirement Plan Advisors LLC
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|
NY | 19.0 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Creative Planning LLC
✚
|
KS | 217.4 |
|
New England Asset Management Inc
✚
|
CT | 103.2 |
|
Mariner LLC
✚
|
KS | 98.6 |
|
E Fund Management Hong Kong Co Limited
✚
|
12.5 | |
|
Bridges Investment Management Inc
✚
|
NE | 10.4 |
|
Soltis Investment Advisors LLC
✚
|
UT | 8.4 |
|
H M Payson & Co
✚
|
ME | 8.1 |
|
Laird Norton Wetherby Wealth Management LLC
✚
|
CA | 7.7 |
|
Evergreen Capital Management LLC
✚
|
WA | 5.2 |
|
Trillium Asset Management LLC
✚
|
MA | 5.0 |