RIA Intelligence

CERITY PARTNERS OCIO LLC

CRD #151916 SEC #801-70888 NEW YORK, NY 212-850-4260
SEC Registered Private Funds
Total AUM
$17.3B
Discretionary
$17.3B
Employees
60
Clients
--
Accounts
50

AUM Over Time

DateOct 2025
Total AUM$17.3B
Discretionary$17.3B
Non-Disc.$0
Employees60
Clients0
DateSep 2025
Total AUM$17.3B
Discretionary$17.3B
Non-Disc.$0
Employees60
Clients0
DateMar 2025
Total AUM$17.3B
Discretionary$17.3B
Non-Disc.$0
Employees60
Clients0
DateJun 2024
Total AUM$15B
Discretionary$15B
Non-Disc.$0
Employees54
Clients0
DateNov 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees169
Clients191
DateMar 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees169
Clients191
DateFeb 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees169
Clients191
DateJan 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees169
Clients191
DateAug 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees160
Clients296
DateMay 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees160
Clients296
DateMay 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees160
Clients296
DateFeb 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees160
Clients296
DateDec 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees141
Clients322
DateAug 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees141
Clients322
DateFeb 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees141
Clients322
DateFeb 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees141
Clients322
DateNov 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees129
Clients418
DateJun 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees129
Clients418
DateMar 2020
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees129
Clients418
DateDec 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateNov 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateNov 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateSep 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateAug 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateJul 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateJun 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateApr 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateFeb 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateFeb 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees123
Clients165
DateNov 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees116
Clients189
DateOct 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees116
Clients189
DateJun 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees116
Clients189
DateFeb 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees116
Clients189
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees91
Clients2,800
DateAug 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees91
Clients2,800
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees91
Clients2,800
DateApr 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees91
Clients2,800
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees91
Clients2,800
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees91
Clients2,800
DateNov 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees97
Clients2,500
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees97
Clients2,500
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees97
Clients2,500
DateSep 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees78
Clients2,100
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees78
Clients2,100
DateJul 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees78
Clients2,100
DateJul 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees78
Clients2,100
DateJun 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees78
Clients2,100
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees78
Clients2,100
DateOct 2014
Total AUM$991.5M
Discretionary$991.5M
Non-Disc.$0
Employees62
Clients1,500
DateJul 2014
Total AUM$945.8M
Discretionary$945.8M
Non-Disc.$0
Employees62
Clients1,500
DateJun 2014
Total AUM$824.6M
Discretionary$824.6M
Non-Disc.$0
Employees62
Clients1,500
DateJun 2014
Total AUM$824.6M
Discretionary$824.6M
Non-Disc.$0
Employees62
Clients1,500
DateApr 2014
Total AUM$824.6M
Discretionary$824.6M
Non-Disc.$0
Employees62
Clients1,500
DateApr 2014
Total AUM$755.4M
Discretionary$755.4M
Non-Disc.$0
Employees62
Clients1,500
DateMar 2014
Total AUM$755.4M
Discretionary$755.4M
Non-Disc.$0
Employees62
Clients1,500
DateJun 2013
Total AUM$685.5M
Discretionary$685.5M
Non-Disc.$0
Employees57
Clients1,300
DateMay 2013
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees57
Clients1,300
DateApr 2013
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees57
Clients1,300
DateDec 2012
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees48
Clients1,000
DateSep 2012
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees11
Clients1,000
DateMay 2012
Total AUM$347.7M
Discretionary$347.7M
Non-Disc.$0
Employees11
Clients1,000
DateApr 2012
Total AUM$347.7M
Discretionary$347.7M
Non-Disc.$0
Employees11
Clients1,000
DateFeb 2012
Total AUM$347.7M
Discretionary$347.7M
Non-Disc.$0
Employees11
Clients1,200
DateAug 2011
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--