CERITY PARTNERS LLC
CRD #151559 SEC #801-70719 NEW YORK, NY 212-850-4260
SEC Registered Broker-Dealer Private Funds
Total AUM
$122.8B
Discretionary
$104.7B
Employees
1,166
Clients
--
Accounts
19,810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $122.8B | $104.7B | $18.2B | 1,166 | 63 |
| Sep 2025 | $122.8B | $104.7B | $18.2B | 1,166 | 63 |
| May 2025 | $122.8B | $104.7B | $18.2B | 1,166 | 63 |
| Mar 2025 | $122.8B | $104.7B | $18.2B | 1,166 | 63 |
| Sep 2024 | $80.6B | $64.6B | $15.9B | 909 | 75 |
| Aug 2024 | $80.6B | $64.6B | $15.9B | 909 | 75 |
| Jul 2024 | $80.6B | $64.6B | $15.9B | 909 | 75 |
| Mar 2024 | $80.6B | $64.6B | $15.9B | 909 | 75 |
| Aug 2023 | $53.3B | $38.7B | $14.6B | 577 | 488 |
| Jun 2023 | $53.3B | $38.7B | $14.6B | 577 | 488 |
| Apr 2023 | $53.3B | $38.7B | $14.6B | 577 | 488 |
| Mar 2023 | $53.3B | $38.7B | $14.6B | 577 | 488 |
| Feb 2023 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Jan 2023 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Dec 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Oct 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Aug 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Jun 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Jun 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Apr 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Mar 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Mar 2022 | $44.7B | $26.8B | $17.9B | 358 | 363 |
| Feb 2022 | $26.7B | $13.6B | $13.1B | 243 | 254 |
| Nov 2021 | $26.7B | $13.6B | $13.1B | 243 | 254 |
| Oct 2021 | $26.7B | $13.6B | $13.1B | 243 | 254 |
| Oct 2021 | $26.7B | $13.6B | $13.1B | 243 | 254 |
| Jul 2021 | $26.7B | $13.6B | $13.1B | 243 | 254 |
| Mar 2021 | $26.7B | $13.6B | $13.1B | 243 | 254 |
| Jan 2021 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| Sep 2020 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| Jul 2020 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| Jun 2020 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| May 2020 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| May 2020 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| Mar 2020 | $24.7B | $10.9B | $13.8B | 210 | 229 |
| Jan 2020 | $22B | $7.7B | $14.2B | 207 | 14 |
| Jul 2019 | $19.7B | $7.7B | $11.9B | 164 | 14 |
| Jun 2019 | $19.7B | $7.7B | $11.9B | 164 | 14 |
| May 2019 | $19.7B | $7.7B | $11.9B | 164 | 14 |
| Apr 2019 | $19.7B | $7.7B | $11.9B | 164 | 14 |
| Mar 2019 | $19.7B | $7.7B | $11.9B | 164 | 14 |
| Jan 2019 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Dec 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Dec 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Oct 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Oct 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Oct 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Aug 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Mar 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Jan 2018 | $7.4B | $5.9B | $1.5B | 100 | 13 |
| Apr 2017 | $6.2B | $5.8B | $375.2M | 82 | 1,100 |
| Oct 2016 | $4.2B | $3.9B | $295.3M | 69 | 800 |
| Jul 2016 | $4.2B | $3.9B | $295.3M | 69 | 800 |
| May 2016 | $4.2B | $3.9B | $295.3M | 69 | 800 |
| Mar 2016 | $4.2B | $3.9B | $295.3M | 69 | 800 |
| Mar 2015 | $4.6B | $3.5B | $1.1B | 71 | 500 |
| Mar 2015 | $4.6B | $3.5B | $1.1B | 71 | 500 |
| Mar 2014 | $3.2B | $2.2B | $945.2M | 52 | 400 |
| Jun 2013 | $2.7B | $1.9B | $871.4M | 55 | 400 |
| Apr 2013 | $2.7B | $1.9B | $871.4M | 55 | 400 |
| Aug 2012 | $2.5B | $1.7B | $850M | 11 | 300 |
| Jul 2012 | $2.5B | $1.7B | $850M | 11 | 300 |
| Mar 2012 | $1B | $1B | $0 | 11 | 200 |
| Sep 2011 | $754.3M | $754.3M | $0 | -- | -- |
| Mar 2011 | $754.3M | $754.3M | $0 | -- | -- |
| Nov 2010 | $58.8M | $53.3M | $5.4M | -- | -- |
| Oct 2009 | $0 | $0 | $0 | -- | -- |
| Oct 2009 | $0 | $0 | $0 | -- | -- |
DateOct 2025
Total AUM$122.8B
Discretionary$104.7B
Non-Disc.$18.2B
Employees1,166
Clients63
DateSep 2025
Total AUM$122.8B
Discretionary$104.7B
Non-Disc.$18.2B
Employees1,166
Clients63
DateMay 2025
Total AUM$122.8B
Discretionary$104.7B
Non-Disc.$18.2B
Employees1,166
Clients63
DateMar 2025
Total AUM$122.8B
Discretionary$104.7B
Non-Disc.$18.2B
Employees1,166
Clients63
DateSep 2024
Total AUM$80.6B
Discretionary$64.6B
Non-Disc.$15.9B
Employees909
Clients75
DateAug 2024
Total AUM$80.6B
Discretionary$64.6B
Non-Disc.$15.9B
Employees909
Clients75
DateJul 2024
Total AUM$80.6B
Discretionary$64.6B
Non-Disc.$15.9B
Employees909
Clients75
DateMar 2024
Total AUM$80.6B
Discretionary$64.6B
Non-Disc.$15.9B
Employees909
Clients75
DateAug 2023
Total AUM$53.3B
Discretionary$38.7B
Non-Disc.$14.6B
Employees577
Clients488
DateJun 2023
Total AUM$53.3B
Discretionary$38.7B
Non-Disc.$14.6B
Employees577
Clients488
DateApr 2023
Total AUM$53.3B
Discretionary$38.7B
Non-Disc.$14.6B
Employees577
Clients488
DateMar 2023
Total AUM$53.3B
Discretionary$38.7B
Non-Disc.$14.6B
Employees577
Clients488
DateFeb 2023
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateJan 2023
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateDec 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateOct 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateAug 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateJun 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateJun 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateApr 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateMar 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateMar 2022
Total AUM$44.7B
Discretionary$26.8B
Non-Disc.$17.9B
Employees358
Clients363
DateFeb 2022
Total AUM$26.7B
Discretionary$13.6B
Non-Disc.$13.1B
Employees243
Clients254
DateNov 2021
Total AUM$26.7B
Discretionary$13.6B
Non-Disc.$13.1B
Employees243
Clients254
DateOct 2021
Total AUM$26.7B
Discretionary$13.6B
Non-Disc.$13.1B
Employees243
Clients254
DateOct 2021
Total AUM$26.7B
Discretionary$13.6B
Non-Disc.$13.1B
Employees243
Clients254
DateJul 2021
Total AUM$26.7B
Discretionary$13.6B
Non-Disc.$13.1B
Employees243
Clients254
DateMar 2021
Total AUM$26.7B
Discretionary$13.6B
Non-Disc.$13.1B
Employees243
Clients254
DateJan 2021
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateSep 2020
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateJul 2020
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateJun 2020
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateMay 2020
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateMay 2020
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateMar 2020
Total AUM$24.7B
Discretionary$10.9B
Non-Disc.$13.8B
Employees210
Clients229
DateJan 2020
Total AUM$22B
Discretionary$7.7B
Non-Disc.$14.2B
Employees207
Clients14
DateJul 2019
Total AUM$19.7B
Discretionary$7.7B
Non-Disc.$11.9B
Employees164
Clients14
DateJun 2019
Total AUM$19.7B
Discretionary$7.7B
Non-Disc.$11.9B
Employees164
Clients14
DateMay 2019
Total AUM$19.7B
Discretionary$7.7B
Non-Disc.$11.9B
Employees164
Clients14
DateApr 2019
Total AUM$19.7B
Discretionary$7.7B
Non-Disc.$11.9B
Employees164
Clients14
DateMar 2019
Total AUM$19.7B
Discretionary$7.7B
Non-Disc.$11.9B
Employees164
Clients14
DateJan 2019
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateDec 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateDec 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateOct 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateOct 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateOct 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateAug 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateMar 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateJan 2018
Total AUM$7.4B
Discretionary$5.9B
Non-Disc.$1.5B
Employees100
Clients13
DateApr 2017
Total AUM$6.2B
Discretionary$5.8B
Non-Disc.$375.2M
Employees82
Clients1,100
DateOct 2016
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$295.3M
Employees69
Clients800
DateJul 2016
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$295.3M
Employees69
Clients800
DateMay 2016
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$295.3M
Employees69
Clients800
DateMar 2016
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$295.3M
Employees69
Clients800
DateMar 2015
Total AUM$4.6B
Discretionary$3.5B
Non-Disc.$1.1B
Employees71
Clients500
DateMar 2015
Total AUM$4.6B
Discretionary$3.5B
Non-Disc.$1.1B
Employees71
Clients500
DateMar 2014
Total AUM$3.2B
Discretionary$2.2B
Non-Disc.$945.2M
Employees52
Clients400
DateJun 2013
Total AUM$2.7B
Discretionary$1.9B
Non-Disc.$871.4M
Employees55
Clients400
DateApr 2013
Total AUM$2.7B
Discretionary$1.9B
Non-Disc.$871.4M
Employees55
Clients400
DateAug 2012
Total AUM$2.5B
Discretionary$1.7B
Non-Disc.$850M
Employees11
Clients300
DateJul 2012
Total AUM$2.5B
Discretionary$1.7B
Non-Disc.$850M
Employees11
Clients300
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients200
DateSep 2011
Total AUM$754.3M
Discretionary$754.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$754.3M
Discretionary$754.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$58.8M
Discretionary$53.3M
Non-Disc.$5.4M
Employees--
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--