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Cerity Partners LLC Overview
- Type
- Multi Family Office
- Year Founded
General Information
Cerity Partners LLC is a multi-family office headquartered in New York, United States. Founded in 2009 by veteran financial advisors after the spinout of HPM Partners , the firm manages wealth originating from partner capital and serves affluent families, executives, businesses and nonprofits nationwide. Its partner-owned model offers integrated investment, tax, estate and retirement planning solutions—advising clients through a fee-only fiduciary approach.
Contact Information
- Website:
- https://ceritypartners.com/
- Year Founded:
- Open To First Time Funds:
- Institution Type:
- Multi Family Office
- Corporate Office:
- New York, NY, United States
- LinkedIn:
- LinkedIn Profile
Investment Focus & Strategy
Leadership & Principals
Portfolio & Notable Allocations
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