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| Happy Holidays!! thanks for using AUM13F!! |
| Cerity Partners OCIO LLC
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| CRD # | 151916 |
| SEC # | 801-70888 |
| CIK # | 0001519611 |
| AUM | $17.3 B (2025-03-31) |
| Employees | 60 (37% Investors, 0% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| Williams Companies Inc | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| MPLX LP | 0.0 | ||
| Enbridge Inc | 0.0 | ||
| Transcanada Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | APM 2022 RE Income Fund LLC | [2022-08-03] | 0.0 | 1.8 |
| Other | Agility Strategic Ventures I LP | 2016-03-30 | 4.6 | |
| HF | Agility Comprehensive Solutions Fund LP | [2012-03-31] | 4,730.2 | 4,998.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.0 |
| (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 | 3 | 5.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 43 | 12.3 |
| (i) State or municipal government entities | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 17.3 |
| By Discretionary | ||
| Discretionary | 50 | 17.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 17.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.3 | |
| Total | 50 | 17.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Julio Garcia | 33 | |||
| William Johnson | 53 | |||
| Andrew Siegel | 40 | |||
| Ajay Mehra | 25 | |||
| Tarek Abdelmeguid | 15 | |||
| Perella Weinberg Partners Capital Management LP | 11 | |||
| Aaron Hood | 10 | |||
| Lynn Perkins | 28 | |||
| William Kourakos | 21 | |||
| Perella Weinberg Capital Management LP | 11 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001519611] |
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Wellesley Asset Management Inc
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NH | 2.1 |
|
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TX | 1.4 |
|
Financial Management Professionals Inc
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TX | 1.1 |