CP
CERITY PARTNERS OCIO LLC
SEC RegisteredNEW YORK, NYhttps://ceritypartners.com/cerity-partners-ocio212-850-4260
Assets Under Management
$5B–$25B
Employees
61
Office Locations
3 offices
Total Accounts
42
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Hedge
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 2 | $8.2M |
| Pension/Profit Sharing Plans | 1 | $6.0B |
| State/Municipal Entities | 38 | — |
0 total clients reported on Form ADV.
Leadership
Llc Argi Financial Group
OWNER
Patrick Joseph Reeves
MANAGING MEMBER
Janice Sue Peebles
CHIEF COMPLIANCE OFFICER
Argi Holdings Inc.
MANAGING MEMBER
Patrick Joseph Reeves
CEO
Office locations
3 offices in 3 states
NY
NEW YORKHQ
CO
DENVER
TX
AUSTIN
Regulatory & compliance
CRD number
#151916
SEC Number
801-70888
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERITY PARTNERS OCIO LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.