CERITY PARTNERS OCIO LLC

RIASEC RegisteredEst. 2010

Total AUM

$21.1B

Discretionary

$21.1B

100% of AUM

Avg account

$503M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 151916
Registered since: January 4, 2010
Website: argifinancialgroup.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations71.76%
Pooled Investment Vehicles28.16%
Investment Companies0.05%
HNWI0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cerity Partners Ocio LLC is a hedge-fund–classified, SEC-registered advisory LLC that provides portfolio management across individuals, families and institutional clients. The firm operates as an adviser to pooled vehicles and investment companies, and it also serves as a commodity pool operator/commodity trading adviser (CPO/CTA) and a sponsor or managing member of pooled vehicles. Cerity Partners Ocio charges both asset-based fees and incentive/performance fees, and it engages in selection of other advisers as part of its advisory activity. The firm identifies as an active ESG investor and lists business relationships that include broker-dealers, trust companies, insurance companies and accounting firms. Cerity Partners Ocio has been recognized in industry rankings: it appeared among Financial Times’ Top 300 RIAs (2020), in FA Magazine’s Top RIA Firms (2020), and in Barron’s Top 100 RIA Firms in both 2021 and 2022.