Commonfund Ocio, INC.
Norwalk, CT·SEC-registered · CRD #110689
Commonfund Ocio, INC. is an SEC-registered investment advisory firm in Norwalk, CT managing $23B across 157 client accounts, with 33 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$23B
Client accounts
157
Advisory staff
33
Fee model
Fee-based
How Commonfund Ocio, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Commonfund Ocio, INC.
How much does Commonfund Ocio, INC. manage?
Per its most recent SEC Form ADV filing (12/22/2025), Commonfund Ocio, INC. reports $23B in regulatory assets under management across roughly 157 client accounts.
How does Commonfund Ocio, INC. charge?
Commonfund Ocio, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Commonfund Ocio, INC. a fiduciary?
Yes. Commonfund Ocio, INC. is registered with the U.S. Securities and Exchange Commission (CRD #110689), 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 Commonfund Ocio, INC. 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 Commonfund Ocio, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Norwalk, CT
Profile compiled from Commonfund Ocio, INC.'s public SEC Form ADV filing (CRD #110689, filed 12/22/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Commonfund Ocio, INC.. 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 Commonfund Ocio, INC.? Claim this profile.