Commonfund Ocio, Inc.
Firm details
- Headquarters
- Norwalk, Connecticut
- CRD number
- 110689
- Registered since
- June 15, 1999
- Website
- www.commonfund.org
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles64%
- Charitable Organizations36%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Commonfund Ocio, Inc. is a corporate investment manager that focuses on pooled investment vehicles and institutional mandates. The firm is SEC-registered (initial registration recorded in 1999) and positions itself as a multifaceted fund manager that runs hedge and real estate strategies while also serving as sponsor/GP for pooled vehicles. Its client base is institutional, and its advisory scope includes portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of sub-advisers. Commonfund Ocio operates with several fee models — percentage of AUM, fixed fees, and performance-based fees — and lists CPO/CTA functions among its business activities. It does not identify as an active ESG investor. Industry affiliations in filings point to participation across broker-dealer relationships, other investment adviser roles, and sponsorship/management of pooled vehicles, indicating a hybrid operating model that blends investment management with fund sponsor responsibilities.
Assets & Accounts
Investments & Alternatives
Private Funds
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds69%
- Public Funds/Mutual Funds20%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Mark Anson
Chief Executive Officer and Chief Investment OfficerCRD 2502127

Timothy Yates
President and CEOCRD 4610556

Dana Moreau
Chief Operating Officer & Chief Financial OfficerCRD 5870902
Contacts
3 of 4
Seth Thomson
Deputy General CounselCRD 3042886

Sharad Samy
General CounselCRD 5756640

Carolyn Blanch
DirectorCRD 5025237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norwalk, CT
Fairfield
Location
Norwalk, CT
Headquartered in Norwalk, CT, 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
- Fairfield
- Address
- 601 Merritt 7
- Time zone
- ET (UTC-5)
- Office locations
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