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| Cerity Partners LLC
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| CRD # | 151559 |
| SEC # | 801-70719 |
| CIK # | 0001566475 |
| AUM | 161.68 B (2026-06-26) |
| Employees | 1,529 (72% Investors, 1% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 08 Jul 2026 | Cerity Partners Names Will Peng as Chief Innovation Officer — PR Newswire |
| Thu, 02 Jul 2026 | Cerity Partners enters new market with Cordant Wealth Partners merger — InvestmentNews |
| Wed, 01 Jul 2026 | Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners — Yahoo Finance |
| Thu, 30 Apr 2026 | Int’l Tennis HOF signs Cerity Partners to title sponsor ATP/WTA event — Sports Business Journal |
| Mon, 13 Apr 2026 | Cerity Partners Moves into Southern Market with $1.2B Covenant Partners Merger — connectmoney.com |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 2.4 | ||
| Nvidia Corp | 2.3 | ||
| Microsoft Corp | 1.5 | ||
| Amazon Com Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| Procter & Gamble Co | 0.9 | ||
| Facebook Inc | 0.7 | ||
| Lilly Eli & Co | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Private Markets Opportunity Fund Series I | [2026-03-31] | 25.6 M | |
| Filed 2023-08-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series J | [2025-03-31] | 9.6 M | 9.8 M |
| Filed 2024-08-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | AJW TA Debt Fund LLC | [2024-03-28] | 36.2 M | |
| Filed 2022-07-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | AJW TA XV Fund LLC | [2024-03-28] | 19.7 M | 19.6 M |
| Filed 2023-06-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series A | [2024-03-28] | 3.6 M | |
| Filed 2023-08-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series F | [2024-03-28] | 6.2 M | 6.0 M |
| Filed 2023-03-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series G | [2024-03-28] | 0.1 M | |
| Filed 2023-05-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series H | [2024-03-28] | 6.4 M | |
| Filed 2023-05-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series C | [2023-03-31] | 5.9 M | 6.5 M |
| Filed 2022-08-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Private Markets Opportunity Fund Series D | [2023-03-31] | 7.0 M | 2.3 M |
| Filed 2022-10-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,384 | 6.8 |
| (b) Individuals (high net worth individuals) | 14,561 | 107.3 |
| (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 | 13 | 6.1 |
| (g) Pension and profit sharing plans | 789 | 20.8 |
| (h) Charitable organizations | 253 | 17.5 |
| (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 | 226 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 26,230 | 161.7 |
| By Discretionary | ||
| Discretionary | 25,495 | 145.7 |
| Non-Discretionary | 735 | 16.0 |
| Total | 26,230 | 161.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 160.1 | |
| Total | 26,230 | 161.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Pmof Holdings LLC | Executive Officer | 10 | 2 | |
| Ajw Manager LLC | Promoter | 2 | 2 | |
| Justyn Volesko | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001566475] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.2B |
| Clients | 53 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| LEI | 25490007AJJYQTP9MK04 |
| Related Firms | State | AUM |
|---|---|---|
|
Cerity Partners LLC
✚
|
NY | 161.68 B |
|
Cerity Partners Retirement Plan Advisors LLC
✚
|
NY | 40.25 B |
|
BAJA Wealth Advisors LLC
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NY |
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Soltis Investment Advisors LLC
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Altair Advisers LLC
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IL | 9,759.9 M |