CERITY PARTNERS OCIO LLC

99 Park Avenue
16th Floor
New York, New York 10016
Tel: 212-850-4260

About CERITY PARTNERS OCIO LLC

CERITY PARTNERS OCIO LLC, formally registered with the SEC as CERITY PARTNERS OCIO LLC. The firm was established in 01/04/2010. They have over 3 offices throughout the country.

CERITY PARTNERS OCIO LLC is a New York, New York based Financial Planning firm with nearly $14,976,862,185 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151916
SEC#	801-70888
Assets Managed by Firm	$14,976,862,185
No. of Clients	51
No. of Advisors	54

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	51	$14,976,862,185
High net worth individuals	4	$39,154,848
Charitable organizations	43	$10,613,705,390

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