|
⚲
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| Cerity Partners Retirement Plan Advisors LLC
✚
|
|
|---|---|
| CRD # | 164198 |
| SEC # | 801-76705 |
| CIK # | |
| AUM | $16.2 BB (2024-08-15) |
| Employees | 69 (77% Investors, 0% Brokers) |
| Phone | 212-850-4260 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 599 | 16.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 16.2 |
| By Discretionary | ||
| Discretionary | 408 | 2.8 |
| Non-Discretionary | 193 | 13.5 |
| Total | 601 | 16.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.2 | |
| Total | 601 | 16.2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Cerity Partners LLC
✚
|
NY | 80.6 |
|
Cerity Partners Retirement Plan Advisors LLC
✚
|
NY | 16.2 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Keystate Advisory LLC
✚
|
NV | 17.0 |
|
Regions Investment Management Inc
✚
|
AL | 17.0 |
|
Meketa Fiduciary Management LLC
✚
|
CA | 16.9 |
|
Davis Selected Advisers - NY Inc
✚
|
NY | 16.9 |
|
Taylor Advisors Inc
✚
|
KY | 16.8 |
|
Independent Franchise Partners LLP
✚
|
16.5 | |
|
Thrive Capital Management LLC
✚
|
NY | 15.6 |
|
First Sentier Investors International IM Limited
✚
|
15.5 | |
|
Panagram Structured Asset Management LLC
✚
|
NY | 15.5 |
|
MPC Capital Advisors LLC
✚
|
NY | 15.4 |