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SEC Form ADV · CIK 1566475

CERITY PARTNERS LLC

Firm profile: Cerity Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$161.7B
Assets Under Management
53
Total Clients
1,529
Employees
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Registration Details

CIK
1566475
Accession
crd-151559
Location
NEW YORK, NY
Filing Date
July 13, 2026
AUM
$161.7B
Total Clients
53
Institutional Clients
1,059
Employees
1,529
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsInvestment CompaniesPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesCorporations

Private Funds

10 private funds reported on Form ADV Schedule D 7.B.1, $113.3M in combined gross assets.

  • AJW TA DEBT FUND LLCOther Private Fund$36.2M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES I)Other Private Fund$25.6M
  • AJW TA XV FUND LLCPrivate Equity Fund$19.6M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES J)Other Private Fund$9.8M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES C)Other Private Fund$6.5M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES F)Other Private Fund$6.0M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES A)Other Private Fund$3.6M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES E)Other Private Fund$3.4M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES D)Other Private Fund$2.3M
  • PRIVATE MARKETS OPPORTUNITY FUND (SERIES G)Other Private Fund$145K

About this Adviser

CERITY PARTNERS LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $161.7B in assets across 53 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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