Cerity Partners Ocio LLC
New York, NY·SEC-registered · CRD #151916
Cerity Partners Ocio LLC is an SEC-registered investment advisory firm in New York, NY managing $21B across 42 client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$21B
Client accounts
42
Advisory staff
21
Fee model
Fee-only
How Cerity Partners Ocio LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL CERITY PARTNERS OCIO LLC
See how Cerity compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Cerity Partners Ocio LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Cerity Partners Ocio LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Cerity Partners Ocio LLC
How much does Cerity Partners Ocio LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Cerity Partners Ocio LLC reports $21B in regulatory assets under management across roughly 42 client accounts.
How does Cerity Partners Ocio LLC charge?
Cerity Partners Ocio LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cerity Partners Ocio LLC a fiduciary?
Yes. Cerity Partners Ocio LLC is registered with the U.S. Securities and Exchange Commission (CRD #151916), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cerity Partners Ocio LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cerity Partners Ocio LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from Cerity Partners Ocio LLC's public SEC Form ADV filing (CRD #151916, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cerity Partners Ocio LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cerity Partners Ocio LLC? Claim this profile.