Cerity Partners is a fund manager in New York with $53.33 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
HPM Partners LLC
SEC CIK
IRS number
271180831
SEC advisor number
801-70719
FINRA CRD number
151559
AUM ?
$53.33 bn
(as of 29 Jun 23)
Accounts
11,327
(as of 29 Jun 23)
Employees
577
(395 investment advisory or research)
Address
Cerity Partners
335 MADISON AVENUE
23RD FLOOR
NEW YORK
NY 10017
335 MADISON AVENUE
23RD FLOOR
NEW YORK
NY 10017
Office hours
Monday - Friday, 9 AM TO 5 PM
Phone
2128504284
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Miscinski, Kurt, Patrick | President | 12/2009 | < 5% |
Seco, Robert, Joseph | General Counsel & Chief Compliance Officer | 10/2010 | < 5% |
Pace, Benjamin, a | Chief Investment Officer | 10/2014 | < 5% |
Cerity Partners Equity Holding LLC | Member | 09/2018 | > 75% |
CP Merger II LLC | Member | 07/2022 | > 75% |
Cerity Partners Eoe LLC | Member | 09/2018 | 25-50% |
Miscinski, Kurt, Patrick | Manager | 11/2017 | |
OKeefe, Mary, Claire | Head of Corporate Development | 09/2018 | < 5% |
Curtis, Christopher, George | Chief Financial Officer | 03/2021 | < 5% |
Genstar Capital Partners X, L.P. | Member | 07/2022 | 25-50% |
Genstar Capital X, L.P. | General Partner | 07/2022 | |
Genstar X GP LLC | General Partner | 07/2022 | |
CP Merger I LLC | Member | 07/2022 | > 75% |
CP Intermediate II LLC | Member | 07/2022 | > 75% |
CP Intermediate I LLC | Member | 07/2022 | > 75% |
CP Holdings I LLC | Member | 07/2022 | > 75% |
CP-RTS LLC | Member | 11/2023 | > 75% |
Cp-acp LLC | Member | 01/2023 | > 75% |
CP-MCM LLC | Member | 01/2023 | > 75% |
Hilden, Kevin, David | Chief Operations Officer | 05/2018 | < 5% |
Quinlan, Neil, Lawrence | Director of Operations | 04/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cerity Partners LLC | $53.33 bn | |
Private Market Opportunities Fund LLC (Series C) | $5.34 mm | Other Private Fund |
Private Market Opportunities Fund LLC (Series D) | $7.00 mm | Other Private Fund |
Private Market Opportunity Fund (Series E) | $3.38 mm | Other Private Fund |
Private Market Opportunity Fund LLC (Series A) | $3.00 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22