CERITY PARTNERS OCIO LLC

NEW YORK, New York·4 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

4

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

4 registered advisors

Benjamin Albert Pace

NEW YORK, New York

Christopher George Curtis

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.