CERITY PARTNERS OCIO LLC

NEW YORK, New York·3 registered advisors·CRD# 151916

SEC# 801-708882212-850-4260

01

Firm Overview

AUM

$15.0B

Regulatory assets under management

Employees

54

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at CERITY PARTNERS OCIO LLC

3 registered advisors

Benjamin Albert Pace

NEW YORK, New York

Janice Sue Peebles

LOUISVILLE, Kentucky

Ronald Dean Butt

LOUISVILLE, Kentucky

05

Office Locations

LOUISVILLE, Kentucky

NEW YORK, New York

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Data sourced from SEC Form ADV filings. CERITY PARTNERS OCIO LLC (CRD# 151916) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.