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| Cerity Partners OCIO LLC
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|---|---|
| CRD # | 151916 |
| SEC # | 801-70888 |
| CIK # | 0001519611 |
| AUM | 21.13 B (2026-03-31) |
| Employees | 61 (34% Investors, 2% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| Williams Companies Inc | 0.0 | ||
| Solaris Oilfield Infrastructure Inc | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| MPLX LP | 0.0 | ||
| Enbridge Inc | 0.0 | ||
| Black Stone Minerals LP | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | APM 2022 RE Income Fund LLC | [2022-08-03] | 1.8 M | |
| Offered $5,000,000 · Filed 2022-07-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $5,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Agility Strategic Ventures I LP | 2016-03-30 | 4.6 M | |
| HF | Agility Comprehensive Solutions Fund LP | [2012-03-31] | 4,730.2 M | 5,950.8 M |
| Filed 2025-06-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 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 | 1 | 6.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 38 | 15.2 |
| (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 | 42 | 21.1 |
| By Discretionary | ||
| Discretionary | 42 | 21.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 21.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.1 | |
| Total | 42 | 21.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Julio Garcia | Executive Officer | 34 | 7 | |
| William Johnson | Executive Officer | 62 | 6 | |
| Andrew Siegel | Executive Officer | 42 | 5 | |
| Ajay Mehra | Executive Officer | 25 | 4 | |
| Tarek Abdel-Meguid | Executive Officer | 15 | 4 | |
| Perella Weinberg Partners Capital Management LP | Promoter | 11 | 4 | |
| Perella Weinberg Capital Management LP | Promoter | 11 | 4 | |
| Aaron Hood | Executive Officer | 10 | 4 | |
| Lynn Perkins | Executive Officer | 28 | 3 | |
| William Kourakos | Executive Officer | 21 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001519611] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Real Estate |
| LEI | 254900SMZEC2VMDRS725 |
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