PPrivate Fund Data Log in Join · $37/mo

Cerity Partners Retirement Plan Advisors LLC

● SEC registered since 2012CRD 164198SEC# 801-76705New York, NY
Export (members)
Reg. AUM
$18.95B
Employees
87
Accounts
622
Location
New York, NY

Cerity Partners Retirement Plan Advisors LLC assets under management

Cerity Partners Retirement Plan Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $19 billion in regulatory assets under management and employs 87 people.

Cerity Partners Retirement Plan Advisors LLC owners & executives

21 reported
NameTitleOwnershipSince
Arthur Isom Prostick ControlChief Compliance OfficerUnder 5%2024
Cerity Partners Llc ControlManagerOver 75%2012
Kevin David Hilden ControlChief Operating OfficerUnder 5%2018
See all 21 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Cerity Partners Retirement Plan Advisors LLC manage?

Cerity Partners Retirement Plan Advisors LLC reports $19 billion in regulatory assets under management on its Form ADV.

How many employees does Cerity Partners Retirement Plan Advisors LLC have?

Cerity Partners Retirement Plan Advisors LLC reports 87 employees.

Where is Cerity Partners Retirement Plan Advisors LLC located?

Cerity Partners Retirement Plan Advisors LLC is based in New York, NY and has been SEC-registered since 2012.

Does Cerity Partners Retirement Plan Advisors LLC disclose fund performance?

Cerity Partners Retirement Plan Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address99 Park Avenue, 16th Floor, New York, NY 10016
Phone212-850-4260
Fax212-937-1942
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.1B
Non-discretionary$14.86B
Total (RAUM)$18.95B