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Building 2CERITY PARTNERS OCIO LLC

Map pinNEW YORK, NY
Phone212-850-4260
NotebookSEC #801-70888
Total AUM
$21.1B
Employees
61
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 PARK AVENUE
16TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-850-4260
Other Offices
2

ReceiptFinancials

Total AUM
$21.1B
Accounts
42
Discretionary
$21.1B
Accounts
42
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$8.2M
Investment Company Clients
1
AUM
$9.8M
Pooled Vehicle Clients
1
AUM
$6B
Charitable Organization Clients
38
AUM
$15.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CONYTX

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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