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Cerity Partners
Cerity Partners LLC operates a multi-family office in New York. Veteran financial advisors founded the firm in 2009 after the HPM Partners spinout.
Cerity Partners
Cerity Partners LLC operates a multi-family office in New York. Veteran financial advisors founded the firm in 2009 after the HPM Partners spinout. Partners own the firm, manage their capital and serve affluent families, executives, businesses and nonprofits nationwide with integrated investment, tax, estate and retirement planning on a fee-only fiduciary basis.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
99 Park Avenue, New York, NY, United States
Principals
Kurt Miscinski
Co-founder and CEO
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Cerity Partners?
Kurt Miscinski serves as co-founder and CEO. Investment decisions flow through the partner-owned structure with input from the professional team.
How does Cerity Partners source proprietary deal flow?
The firm uses its network of client relationships, Genstar Capital and Lightyear Capital ties, and membership in The UHNW Institute to identify opportunities.
Is Cerity Partners structured as a single family office or does it operate more like a venture firm?
Cerity Partners functions as a multi-family office with RIA characteristics. It combines direct co-investments and fund commitments rather than operating exclusively as a venture firm.
Does Cerity Partners participate in fund commitments or only direct deals?
Cerity uses both fund commitments and direct co-investments or SPVs across private markets.
What investment stages does Cerity Partners typically target?
The firm targets growth capital, buyout, early stage, expansion and late stage opportunities.
Where does the underlying wealth come from?
Wealth originates from partner capital and client relationships with affluent families, executives, businesses and nonprofits.
Does Cerity Partners maintain philanthropic structures, and how are they separated?
Cerity Partners operates the Cerity Partners Foundation as a distinct philanthropic entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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