Certum Group

RIASEC RegisteredEst. 2026
Total AUM
$276M
Discretionary
$276M
100% of AUM
Avg account
$27.6M
Accounts
10
Employees
20
Advisory reps
1

Firm details

Headquarters
Newark, New Jersey
CRD number
321759
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Certum Group is organized as an LLC and operates as a private equity manager serving institutional clients. The firm focuses on portfolio management for pooled investment vehicles and is set up to act as sponsor, general partner, or managing member of those vehicles. Its ownership is a mix of domestic entity and individual ownership. Fee arrangements span percentage-of-AUM, fixed fees, and performance-based fees. Certum Group is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is SEC-registered (registration date listed as 2026) and is not described as a multi-state adviser, pension consultant, or related adviser to another advisory firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Diamond

    Managing DirectorCRD 7558016

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Newark, NJ

Essex

Location

Newark, NJ

Headquartered in Newark, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Essex
Address
100 Mulberry St Gtwy Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth