Cerity Partners Ocio LLC

RIASEC RegisteredEst. 2010

Total AUM

$21.1B

Discretionary

$21.1B

100% of AUM

Avg account

$503M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 151916
Registered since: January 4, 2010
Website: argifinancialgroup.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations71.76%
Pooled Investment Vehicles28.16%
Investment Companies0.05%
HNWI0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cerity Partners Ocio LLC is an SEC-registered LLC that operates as a hedge-fund-classified adviser and registered in 2010. The firm serves both high-net-worth individuals and families as well as institutional clients, managing mandates that combine traditional portfolio management with pooled-vehicle oversight and manager selection. Its commercial model includes percentage-of-AUM fees alongside performance-based fees, and it performs roles consistent with commodity pool operator/commodity trading adviser activities. The firm reports being an active ESG investor and is structured as a related adviser within a broader corporate family. Cerity Partners Ocio LLC has been recognized in industry lists, including Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), and Barron’s Top 100 RIA Firms (2021 and 2022).