CERITY PARTNERS OCIO LLC
SEC RegisteredBespoke OCIO Solutions for Premier Institutions
About the firm
Cerity Partners' boutique OCIO practice works with a limited number of clients to create bespoke solutions, providing effective fiduciary oversight and institutional investment expertise that long-term asset management demands. The firm claims compliance with the CFA Institute's Global Investment Performance Standards (GIPS®) and has maintained no Investment Committee turnover since 2009.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced Chief Investment Officer (OCIO) services including bespoke portfolio construction, fiduciary oversight, multi-manager and multi-asset class portfolio management, rigorous due diligence, risk management, accounting, operations, client service, legal support, and assistance with audit needs and donor relations.
Who they serve
Endowments, foundations, institutions, and family offices whose in-house investment management is under-resourced.
| 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
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.