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Cerity Partners OCIO
Cerity Partners OCIO is the outsourced chief investment office arm of Cerity Partners, a U.S.-based wealth management firm founded by Kurt Miscinski and...
Cerity Partners OCIO
Cerity Partners OCIO is the outsourced chief investment office arm of Cerity Partners, a U.S.-based wealth management firm founded by Kurt Miscinski and other partners. The firm structure reflects a partnership model; the website lists over 150 partners among more than 1,500 professionals. The wealth origin of the parent firm is not publicly disclosed. The OCIO division designs and implements institutional investment strategies, balancing short-term operating needs with long-term funding goals. Asset-class coverage includes private equity, venture capital, private credit, real assets, and hedge funds. Confirmed geographic focus is entirely U.S.-based. The firm claims its manager-of-managers approach leverages its size to source and conduct due diligence on curated private-market opportunities. Cerity Partners occupies over 60 offices across 20 U.S. states—Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Washington. Team size is more than 1,500 colleagues across all wealth management disciplines. The firm markets related services including family office services, retirement plan consulting, and corporate venture capital. Cerity Partners OCIO operates as a division within a large, multi-practice wealth management firm rather than as a standalone institutional OCIO boutique. That structure means the OCIO unit can draw on in-house tax, estate, and financial planning specialists—an offering less common among pure OCIO providers.
General information
Firm type
Other
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Additional offices
Scottsdale, AZ, United States · El Segundo, CA, United States · Encino, CA, United States
Principals
Kurt Miscinski
Partner & Chief Executive Officer
Frequently asked questions
Who runs investment decisions at 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.
How does Cerity Partners OCIO source proprietary deal flow?
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.
Is Cerity Partners OCIO structured as a single family office or does it operate more like an institutional OCIO?
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.
Does Cerity Partners OCIO participate in fund commitments or only direct deals?
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.
What investment stages does Cerity Partners OCIO typically target?
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.
Does Cerity Partners OCIO maintain philanthropic structures, and how are they separated?
Cerity Partners offers investment advisory services for nonprofit organizations, but does not disclose its own philanthropic structures or foundations separate from client services.
What is Cerity Partners OCIO's known posture on co-investments alongside external GPs?
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.
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