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Cerity Partners OCIO LLC

Alpha Nasdaq OCIO Indices - Contributor

NEW YORK, NY

Form ADV and provider website profile · CRD 151916 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cerity Partners OCIO LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$21.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
42Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$21.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCERITY PARTNERS OCIO LLC

CRD number151916

Firm foundedNot reported

SEC registration dateJan 4, 2010

Employees61

Advisory professionals21

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016

212-850-4260

https://ceritypartners.com/cerity-partners-ocio/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$21.1B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities71.8%$15.2B
Other Pooled Vehicles28.2%$6.0B
Investment companies0.0%$10M
High-Net-Worth0.0%$8M

Percentages and AUM are shown from the same reported Form ADV client-type records.