# Cerity Partners

Cerity Partners is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 99 Park Avenue, New York, NY, United States
- **Founded:** 2009
- **Assets under management:** $166B (as of Dec 31, 2025)
- **Website:** ceritypartners.com
- **LinkedIn:** https://www.linkedin.com/company/cerity-partners

## Regulatory record

- **CRD number:** 151559
- **SEC file number:** 801-70719
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151559

## About

Cerity Partners LLC is an SEC-registered investment adviser headquartered in New York that provides customized, comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals and families, business entities and their employees, charitable institutions, foundations, endowments, and other institutional clients (per Form ADV Part 2A and firm disclosures). Formed as a Delaware limited liability company in August 2009, the firm is owned by Cerity Partners Equity Holding LLC, with employee ownership through Cerity Partners EOE LLC and investment from funds affiliated with Genstar Capital and Lightyear Capital (per Form ADV). Services encompass discretionary and non-discretionary investment management, financial and estate planning, tax planning and preparation, retirement plan consulting, insurance and risk management, family office services, private markets access, and outsourced chief investment officer (OCIO) solutions via an affiliate (per firm website and ADV). As of December 31, 2025, Cerity Partners and its affiliates advise on approximately $166.2 billion in client assets, including $145.7 billion managed on a discretionary basis and $16.0 billion on a non-discretionary basis (per firm brochure/ADV disclosures as of Dec 31, 2025). The firm maintains a national presence with over 60 offices and more than 1,500 colleagues, emphasizing objective, fiduciary advice tailored to client goals. Leadership includes founder and CEO Kurt Miscinski (per official team pages and press releases).

## Sectors

- Private Equity
- Venture Capital
- Real Estate
- Private Credit
- Hedge Funds

## People

- Kurt Miscinski — Partner & Chief Executive Officer (Founder)
- Kevin Hilden — President
- Adam Hills — President, Cerity Partners International
- Suk Shah — Partner & Chief Financial Officer
- Robert Jeffers — Partner & Chief Operating Officer
- Michael Barry — Partner & Chief Growth Officer

## Questions

### What is the most recent disclosed AUM figure for Cerity Partners?

As of December 31, 2025, Cerity Partners and affiliates advise on $166.2 billion in client assets ($145.7 billion discretionary; $16.0 billion non-discretionary), per primary firm brochure and Form ADV-related disclosures.

### When and where was Cerity Partners founded?

Cerity Partners LLC was formed as a Delaware limited liability company in August 2009 and is headquartered at 99 Park Avenue, New York, NY (per Form ADV Part 2A).

### Who leads Cerity Partners?

Kurt Miscinski serves as Partner & Chief Executive Officer and founder; Kevin Hilden is President; Adam Hills is President of Cerity Partners International, with other partners leading key functions (per official firm website team pages and December 2025 press release).

### Does Cerity Partners disclose ownership structure?

Yes; it is owned by Cerity Partners Equity Holding LLC, held by employee-owned Cerity Partners EOE LLC and funds affiliated with Genstar Capital and Lightyear Capital (per Form ADV Part 2A).

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Last updated: 2026-07-17T19:43:17.000Z

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