Cerity Partners Ocio LLC

Assets Under Management

$17.3B

Number of Clients

50

Number of Advisors

2

Average Client AUM

$346.9M

AUM per Advisor

$8.7B

Compensation

Fee-Only (AUM)

About This Firm

Cerity Partners OCIO offers discretionary investment advisory services to private funds, institutional clients, and high-net-worth individuals. They manage assets across various domestic and foreign financial securities and instruments. The firm's parent company is Cerity Partners LLC, owned by employees and funds affiliated with Genstar Capital Partners LLC and Lightyear Capital LLC.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

99 Park Avenue, 16th Floor, New York, NY, 10016

2 Advisors at this firm

Cerity Partners Ocio Llc | TrueAdvisor