Cerity Partners OCIO

Cerity Partners is led by Kurt Miscinski, Partner & Chief Executive Officer. The firm operates with a partnership model; the investment committee or a dedicated OCIO team likely oversees portfolio decisions, but named OCIO-specific investment decision-makers are not publicly listed on the firm's website.

The firm states it uses its size, resources, and experience in private markets to source and conduct due diligence on curated private-market opportunities. It does not disclose a proprietary sourcing network or captive deal flow distinct from its general wealth management platform.

Cerity Partners OCIO is a division of a large, multi-practice wealth management firm. It operates as an outsourced chief investment office for institutional clients—foundations, endowments, nonprofits—not as a family office. It is a distinct unit within a broader RIA.

The firm describes a manager-of-managers model focused on sourcing and vetting fund opportunities in private markets. Available information suggests it invests via external fund commitments rather than leading direct deals, though it also offers corporate venture capital advisory services.

The firm's private markets offering covers venture capital and private equity broadly. It does not specify stage preferences (e.g., early-stage vs. growth vs. buyout) in its public materials.

Cerity Partners offers investment advisory services for nonprofit organizations, but does not disclose its own philanthropic structures or foundations separate from client services.

The firm does not publicly disclose a co-investment program for its OCIO division. Its website mentions private markets sourcing and due diligence but does not specify co-investment participation.