Cerity Partners OCIO LLC
Alpha Nasdaq OCIO Indices - ContributorNEW YORK, NY
Form ADV and provider website profile · CRD 151916 · regulatory data as of Mar 31, 2026
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.
$21.1BTotal Firm AUM
$21.1BDiscretionary AUM
$0Non-discretionary AUM
42Total accounts
42Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$21.1BFirm AUM
Charities71.8%
Other Pooled Vehicles28.2%
Investment companies0.0%
High-Net-Worth0.0%
Reported Client Types
Source: Form ADV client recordsCharities71.8%
38 clients$15.2B firm assets
Other Pooled Vehicles28.2%
1 clients$6.0B firm assets
Investment companies0.0%
1 clients$10M firm assets
High-Net-Worth0.0%
2 clients$8M firm assets
Reported total42 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $15.2B | 38 | 71.8% |
| Other Pooled Vehicles | $6.0B | 1 | 28.2% |
| Investment companies | $10M | 1 | 0.0% |
| High-Net-Worth | $8M | 2 | 0.0% |
| Reported total | $21.1B | 42 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…