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CERITY PARTNERS LLC
NEW YORK, NY
212-850-4260
SEC #801-70719Total AUM
$161.7B
Employees
1,529Clients
26,230Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
99 PARK AVENUE
16TH FLOOR
NEW YORK
NY 10016
United States
16TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
212-850-4260
Other Offices
66
Financials
Total AUM
$161.7B
Accounts
26,230Discretionary
$145.7B
Accounts
25,495Non-Discretionary
$16B
Accounts
735
Clients
Individual Clients
10,384AUM
$6.8B
HNW Individual Clients
14,561AUM
$107.3B
Investment Company Clients
1AUM
$9.8M
Pooled Vehicle Clients
13AUM
$6.1B
Pension/Profit Sharing Plan Clients
789AUM
$20.8B
Charitable Organization Clients
253AUM
$17.5B
Government Entity Clients
3AUM
$27.4M
Corporation or Business Clients
226AUM
$3.1B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.