CERTUITY, LLC
CRD #129505 SEC #801-62580 NORTH PALM BEACH, FL 561-693-3255
SEC Registered Private Funds
Total AUM
$3.1B
Discretionary
$2.1B
Employees
30
Clients
51
Accounts
1,889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.1B | $2.1B | $1B | 30 | 0 |
| Jul 2025 | $3.1B | $2.1B | $1B | 30 | 0 |
| Mar 2025 | $3.1B | $2.1B | $1B | 30 | 0 |
| Sep 2024 | $4B | $2.8B | $1.1B | 41 | 0 |
| Aug 2024 | $4B | $2.8B | $1.1B | 41 | 0 |
| Jul 2024 | $4B | $2.8B | $1.1B | 41 | 0 |
| Jun 2024 | $4B | $2.8B | $1.1B | 41 | 0 |
| May 2024 | $4B | $2.8B | $1.1B | 41 | 0 |
| Mar 2024 | $4B | $2.8B | $1.1B | 41 | 0 |
| Dec 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Nov 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Sep 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Aug 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Jul 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| May 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Apr 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Mar 2023 | $3.6B | $2.4B | $1.3B | 32 | 0 |
| Feb 2023 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| Oct 2022 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| Sep 2022 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| Jul 2022 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| May 2022 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| Apr 2022 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| Mar 2022 | $4.5B | $3.1B | $1.4B | 35 | 0 |
| Jan 2022 | $3.9B | $2.7B | $1.2B | 32 | 0 |
| Dec 2021 | $3.9B | $2.7B | $1.2B | 32 | 0 |
| Dec 2021 | $3.9B | $2.7B | $1.2B | 32 | 0 |
| Aug 2021 | $3.9B | $2.7B | $1.2B | 32 | 0 |
| Jul 2021 | $3.9B | $2.7B | $1.2B | 32 | 0 |
| Mar 2021 | $3.9B | $2.7B | $1.2B | 32 | 0 |
| Jun 2020 | $4.1B | $2.2B | $1.9B | 26 | 0 |
| Mar 2020 | $4.1B | $2.2B | $1.9B | 26 | 0 |
| Jul 2019 | $3.2B | $2.1B | $1.1B | 24 | 0 |
| Mar 2019 | $3.2B | $2.1B | $1.1B | 24 | 0 |
| Jan 2019 | $2B | $1.4B | $626.9M | 20 | 0 |
| Aug 2018 | $2B | $1.4B | $626.9M | 20 | 0 |
| Jun 2018 | $2B | $1.4B | $626.9M | 20 | 0 |
| Jun 2018 | $2B | $1.4B | $626.9M | 20 | 0 |
| May 2018 | $2B | $1.4B | $626.9M | 20 | 0 |
| Mar 2018 | $2B | $1.4B | $626.9M | 20 | 0 |
| Jul 2017 | $1.7B | $1.2B | $499.6M | 19 | 300 |
| Jun 2017 | $1.7B | $1.2B | $499.6M | 19 | 300 |
| Mar 2017 | $1.7B | $1.2B | $499.6M | 19 | 300 |
| Jun 2016 | $1.5B | $1B | $509.8M | 18 | 200 |
| Mar 2016 | $1.5B | $1B | $509.8M | 18 | 200 |
| Jul 2015 | $1.5B | $845M | $632.5M | 16 | 100 |
| Mar 2015 | $1.5B | $845M | $632.5M | 16 | 100 |
| Oct 2014 | $1.4B | $723.5M | $638.1M | 16 | 26 |
| Aug 2014 | $1.1B | $784.6M | $338.2M | 14 | 26 |
| Apr 2014 | $1.1B | $784.6M | $338.2M | 14 | 26 |
| Jun 2013 | $972.3M | $638.9M | $333.4M | 4 | 26 |
| Apr 2013 | $972.3M | $638.9M | $333.4M | 4 | 26 |
| Apr 2013 | $972.3M | $965.1M | $7.2M | 4 | 26 |
| Oct 2012 | $552M | $545M | $7M | 1 | 26 |
| Aug 2012 | $552M | $545M | $7M | 1 | 26 |
| Mar 2012 | $552M | $545M | $7M | 1 | 26 |
| Mar 2011 | $531M | $524M | $7M | 5 | -- |
| Mar 2008 | $300M | $250M | $50M | 5 | -- |
| Mar 2007 | $200M | $150M | $50M | 5 | -- |
| Mar 2006 | $130M | $90M | $40M | 5 | -- |
| Sep 2005 | $55M | $55M | $0 | 5 | -- |
| Jun 2005 | $55M | $55M | $0 | 5 | -- |
| Jun 2005 | $55M | $55M | $0 | 5 | -- |
| Aug 2004 | $45.4M | $45.4M | $0 | 5 | -- |
| Apr 2004 | $45.4M | $45.4M | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1B
Employees30
Clients0
DateJul 2025
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1B
Employees30
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$2.1B
Non-Disc.$1B
Employees30
Clients0
DateSep 2024
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees41
Clients0
DateAug 2024
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees41
Clients0
DateJul 2024
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees41
Clients0
DateJun 2024
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees41
Clients0
DateMay 2024
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees41
Clients0
DateMar 2024
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees41
Clients0
DateDec 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateNov 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateSep 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateAug 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateJul 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateMay 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateApr 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$2.4B
Non-Disc.$1.3B
Employees32
Clients0
DateFeb 2023
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateOct 2022
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateSep 2022
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateJul 2022
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateMay 2022
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateApr 2022
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$3.1B
Non-Disc.$1.4B
Employees35
Clients0
DateJan 2022
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees32
Clients0
DateDec 2021
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees32
Clients0
DateDec 2021
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees32
Clients0
DateAug 2021
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees32
Clients0
DateJul 2021
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees32
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees32
Clients0
DateJun 2020
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees26
Clients0
DateMar 2020
Total AUM$4.1B
Discretionary$2.2B
Non-Disc.$1.9B
Employees26
Clients0
DateJul 2019
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees24
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees24
Clients0
DateJan 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$626.9M
Employees20
Clients0
DateAug 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$626.9M
Employees20
Clients0
DateJun 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$626.9M
Employees20
Clients0
DateJun 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$626.9M
Employees20
Clients0
DateMay 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$626.9M
Employees20
Clients0
DateMar 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$626.9M
Employees20
Clients0
DateJul 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$499.6M
Employees19
Clients300
DateJun 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$499.6M
Employees19
Clients300
DateMar 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$499.6M
Employees19
Clients300
DateJun 2016
Total AUM$1.5B
Discretionary$1B
Non-Disc.$509.8M
Employees18
Clients200
DateMar 2016
Total AUM$1.5B
Discretionary$1B
Non-Disc.$509.8M
Employees18
Clients200
DateJul 2015
Total AUM$1.5B
Discretionary$845M
Non-Disc.$632.5M
Employees16
Clients100
DateMar 2015
Total AUM$1.5B
Discretionary$845M
Non-Disc.$632.5M
Employees16
Clients100
DateOct 2014
Total AUM$1.4B
Discretionary$723.5M
Non-Disc.$638.1M
Employees16
Clients26
DateAug 2014
Total AUM$1.1B
Discretionary$784.6M
Non-Disc.$338.2M
Employees14
Clients26
DateApr 2014
Total AUM$1.1B
Discretionary$784.6M
Non-Disc.$338.2M
Employees14
Clients26
DateJun 2013
Total AUM$972.3M
Discretionary$638.9M
Non-Disc.$333.4M
Employees4
Clients26
DateApr 2013
Total AUM$972.3M
Discretionary$638.9M
Non-Disc.$333.4M
Employees4
Clients26
DateApr 2013
Total AUM$972.3M
Discretionary$965.1M
Non-Disc.$7.2M
Employees4
Clients26
DateOct 2012
Total AUM$552M
Discretionary$545M
Non-Disc.$7M
Employees1
Clients26
DateAug 2012
Total AUM$552M
Discretionary$545M
Non-Disc.$7M
Employees1
Clients26
DateMar 2012
Total AUM$552M
Discretionary$545M
Non-Disc.$7M
Employees1
Clients26
DateMar 2011
Total AUM$531M
Discretionary$524M
Non-Disc.$7M
Employees5
Clients--
DateMar 2008
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees5
Clients--
DateMar 2007
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees5
Clients--
DateMar 2006
Total AUM$130M
Discretionary$90M
Non-Disc.$40M
Employees5
Clients--
DateSep 2005
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--