Cerity Partners OCIO LLC

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Cerity Partners OCIO LLC ✚
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) Copy

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
Julio Garcia	Executive Officer	35	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
Richie Phares	Executive Officer	3	3
Perella Weinberg Partners Comprehensive Solutions Fund GP LLC	Executive Officer	3	3
Cerity Partners Ocio LLC	Promoter	3	2
Agility Comprehensive Solutions Fund GP LP	Executive Officer	2	2
Perella Weinberg Partners Agility Comprehensive Solutions Fund GP LP	Executive Officer	2	2
Joseph Reeves	Executive Officer	2	2
Agility Comprehensive Solutions Fund GP LLC	Executive Officer	2	2
Management Co LLC Argi Alternative Investment	Executive Officer	1	1
Comprehensive Solutions Fund GP LP Perella Weinberg Partners Agility	Executive Officer	1	1
Services LLC Argi Investment	Promoter	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001519611]

Comparable Firms	State	AUM
True North Advisors LLC ✚	TX	5,422.7 M
Family Manage LLC ✚	NY	5,313.5 M
Proficio Capital Partners LLC ✚	MA	5,266.1 M
MCF Advisors LLC ✚	KY	4,684.5 M
Ancora Advisors LLC ✚	OH	4,614.8 M
Cantor Fitzgerald Investment Advisors LP ✚	NY	3,240.0 M
Altes Capital LLC ✚		3,189.3 M
Wellesley Asset Management Inc ✚	NH	1,991.3 M
Howard Financial Services Ltd ✚	TX	1,401.8 M
Financial Management Professionals Inc ✚	TX	1,340.1 M

Assets, Funds, Holdings