Cerity partners LLC

Cerity Partners is an SEC-registered investment adviser that serves a wide client base including individuals (including high‑ and ultra‑high‑net‑worth), families, trusts and estates, corporations and their employees, charitable institutions, foundations, endowments and other institutional investors; its Form ADV reports it advises on approximately $126.9 billion in client assets (as of December 31, 2024). The firm offers a mix of services — discretionary and non‑discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private‑market investments.

The firm customizes portfolios to each client’s investment profile and generally emphasizes diversified asset allocation across cash, fixed income, equities, specialty and private markets, deploying both Cerity proprietary quantitative screening and third‑party managers and conducting periodic rebalancing and monitoring. For Qualified Clients Cerity offers private market programs described in its ADV (PMAI, the legacy PMI, and a discretionary PDI Program that invests via SPVs under PMOF) and operates a venture capital advisory unit (CP Ventures) that provides non‑discretionary venture exposure to institutional and other non‑retail clients.

Compared with many large advisory firms, Cerity structures a broader set of affiliated capabilities: it maintains an affiliated pension consulting and retirement‑plan advisory entity (Cerity Partners Retirement Plan Consultants/RPC), an affiliated OCIO/CTA, an insurance agency (CP Risk Management), a tax services affiliate, a broker‑dealer vehicle for certain annuity products, and affiliated private‑market vehicles (including PMOF series and a co‑investment vehicle, Touchdown Ventures). The ADV discloses these affiliations and related allocation and revenue arrangements — features that can affect how certain private‑market and plan‑level opportunities are sourced and allocated and that prospective clients may weigh alongside the firm’s comprehensive wealth‑management offerings.