Cerity Partners Ocio LLC
Assets Under Management
$17.3B
Number of Clients
50
Number of Advisors
2
Average Client AUM
$346.9M
AUM per Advisor
$8.7B
Compensation
Fee-Only (AUM)
About This Firm
Cerity Partners OCIO offers discretionary investment advisory services to private funds, institutional clients, and high-net-worth individuals. Services include investment advice on a broad range of domestic and foreign financial securities and instruments. The firm manages client accounts on a discretionary basis and may provide limited non-discretionary advisory services.
Fee Structure
The firm's fees for advisory services vary among clients and are detailed in each Private Fund's offering documents or Advisory Client’s Investment Management Agreement (IMA). Management fees are typically up to 0.75% per annum of the assets managed. The firm also receives performance-based compensation from certain clients, up to 5.00% of realized and unrealized net profits. Fees may be negotiated and may be payable more or less frequently depending on the client and the arrangement.
Areas of Practice
Location
99 Park Avenue, 16th Floor, New York, NY, 10016