Cerity Partners LLC
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,...
Cerity Partners LLC
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.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
New York
Corporate office
99 Park Avenue 16th Floor
Frequently asked questions
What is Cerity Partners LLC?
Cerity Partners LLC is a multi family office headquartered in New York.
When was Cerity Partners LLC founded?
Cerity Partners LLC was founded in 2009.
Where is Cerity Partners LLC headquartered?
Cerity Partners LLC is headquartered in New York, in the North America region.
What does Altss track for Cerity Partners LLC?
Altss maintains an OSINT-verified profile of Cerity Partners LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Cerity Partners LLC's website?
Cerity Partners LLC's public website is ceritypartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Cerity Partners LLC?
Cerity Partners LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Cerity Partners LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Cerity Partners LLC?
Cerity Partners LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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