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CERITY PARTNERS LLC
CRD 151559File 801-70719
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$161.68B
Top 10% of cohort (national)
Discretionary AUM
$145.72B
Non-discretionary $15.96B
Clients
26,230
26,230 accounts
Employees
1,529
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 22, 2009
- Principal office
- 99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016
- Phone
- 212-850-4260
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $161.68B
- Discretionary AUM
- $145.72B
- Non-discretionary AUM
- $15.96B
- Discretionary accounts
- 25,495
- Non-discretionary accounts
- 735
- Total accounts
- 26,230
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 226 | $3.11B |
| Investment companies | 1 | $9.8M |
| Charitable organizations | 253 | $17.53B |
| High net worth individuals | 14,561 | $107.33B |
| Pooled investment vehicles | 13 | $6.09B |
| Pension and profit sharing plans | 789 | $20.79B |
| State or municipal government entities | 3 | $27.4M |
| Individuals (other than high net worth individuals) | 10,384 | $6.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.