Certum Group

RIASEC & State Registered
Total AUM
$276M
Discretionary
$276M
100% of AUM
Avg account
$27.6M
Accounts
10
Employees
20
Advisory reps
1

Firm details

Headquarters
Newark, New Jersey
CRD number
321759
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Certum Group is an LLC that operates as a private equity fund manager focused on institutional clients. The firm is registered with the SEC (registration year 2026) and provides portfolio management for pooled investment vehicles. Ownership is a mix of a domestic entity and individuals. Certum Group does not present itself as an ESG investor, is not positioned as a capital allocator, and is not a multi-state adviser. Certum Group’s business activities include acting in sponsor/GP and managing-member roles for its pooled vehicles; industry affiliations reported include other investment advisers, a law firm, and an insurance company. Its fee arrangements include percentage-of-assets, fixed fees, and performance-based fees.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Diamond

    Managing DirectorCRD 7558016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newark, NJ

Essex

Location

Newark, NJ

Headquartered in Newark, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Essex
Address
100 Mulberry St Gtwy Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth