Cerity Partners OCIO LLC

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Cerity Partners OCIO LLC ✚
CRD #	151916
SEC #	801-70888
CIK #
AUM	21.13 B (2026-03-31)
Employees	61 (34% Investors, 2% Brokers)
Fees
Minimum
Phone	212-850-4260
Address	99 Park Avenue New York, NY 10016
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($B) Copy

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

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