Cerity Partners Retirement Plan Consultants

RIASEC RegisteredEst. 2012

Total AUM

$40.3B

Discretionary

$17B

42% of AUM

Avg account

$44M

Accounts

914

Employees

193

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 164198
Registered since: May 29, 2012
Website: ceritypartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A., EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans79.31%
Corporations / Businesses11.95%
Charitable Organizations8.4%
State / Municipal Government0.33%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cerity Partners Retirement Plan Consultants is a limited liability company operating as an institutional registered investment adviser that focuses on retirement-plan-related advisory and consulting work. The firm acts as a capital allocator for institutional clients and provides portfolio management for businesses and institutions, pension consulting, manager selection, and educational seminars and workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm also identifies as an active ESG investor and is connected to related-adviser and sponsor/manager roles across pooled vehicles. Industry affiliations include broker-dealer relationships, other investment-adviser and CPO/CTA structures, trust-company and insurance-company linkages, accounting relationships, and roles as sponsor or managing member of pooled investment vehicles — suggesting the organization participates across both advisory and operational aspects of institutional investing.