Cerity Partners Ocio LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $21.1B in regulatory assets under management, 61 employees, 2 offices, and 42 accounts.
Assets Under Management
$21.1B
Employees
61
Offices
2 offices
Total Clients
42
Primary office
NEW YORK, NY
99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCharitable represent 90.5% of total clients.
Top client categories% of clientsClients
1
Charitable
90.5%
38
2
HNWI
4.8%
2
3
Investment Cos.
2.4%
1
4
Pooled Investment Vehicles
2.4%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.1Bas of March 31, 2026
Discretionary100.0%
$21.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$21.1B
Total Accounts42
10Y AUM Change+$19.7B (+1401.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee1:1
10Y Employee Change-30 (-33.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.