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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Cerity Partners

$145.7B Total AUM · Institutional LP profile covering 28 historical fund disclosure records ($8.17B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
28
5 Open Source Trails Below
Sum of Disclosed Rows
$8.17B
Total AUM: $145.7B
Median Disclosed Amount
$105.8M
Range: $15.0M – $1.13B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/28)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cerity Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 28 total tracked records (+23 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
AEA Investors SBF VIIAdviser 7.B Vehicle Private Equity 2024
$930.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Oaktree Real Estate Opportunities Fund IX, L.P.Adviser 7.B Vehicle Real Estate 2024
$930.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2024
$832.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Blackstone Credit Opportunities Fund VIAdviser 7.B Vehicle Private Credit 2023
$115.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Blackstone Credit Tactical Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2023
$35.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cerity Partners

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cerity Partners (Family Office / MFO, $145.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.7% Actual; $3,351.4M Unallocated Target Bandwidth). SEC Form ADV (801-70719, CRD #151559) verified $145.72B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cerity Partners

689 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cerity Partners (26 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 15 Shared Vehicles

Rwa Wealth Partners

Family Office / MFO Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Capital Partners Asia III (2025 Vintage)
Cerity Partners: $54.8M · SEC Form ADV 7.B
Rwa Wealth Partners: $50.2M · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl First Lien II (2023 Vintage) · Blackstone Credit Opportunities Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Bpifrance Fund of Funds (France)

Fund of Funds / Seeder Maisons-Alfort / Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2024 Vintage)
Cerity Partners: $930.2M · SEC Form ADV 7.B
Bpifrance Fund of Funds (France): $1.13B · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Capital Partners Asia III (2025 Vintage) · Blue Owl Diversified Lending Fund II, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 13 Shared Vehicles

Wcm Investment Management

OCIO / Wealth RIA Laguna Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Credit Opportunities Fund VI (2022 Vintage)
Cerity Partners: $115.0M · SEC Form ADV 7.B
Wcm Investment Management: $43.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Capital Partners Asia III (2025 Vintage) · Blackstone Capital Partners Asia II, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+686 Additional Institutional LPs Report Shared Vehicles with Cerity Partners

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 28 total tracked records for Cerity Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 28 tracked historical disclosure records (+23 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (689 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Cerity Partners

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Direct Lending LPs →

Frequently Asked Questions: Cerity Partners

What type of institutional allocator is Cerity Partners and what is their typical disclosed ticket size?

Cerity Partners is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 28 historical disclosure records tracked on Prilago ($8.17B total parsed USD across disclosed rows), the median disclosed amount is $105.8M (range: $15.0M to $1.13B).

Which private-market strategies appear in Cerity Partners's public disclosures?

Cerity Partners has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Direct Lending. Open preview records include AEA Investors SBF VII (2024 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2024 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2024 Vintage), Blackstone Credit Opportunities Fund VI (2023 Vintage).

How are Cerity Partners's historical records substantiated and separated from active searches on Prilago?

Records for Cerity Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cerity Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cerity-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cerity Partners?

In Prilago's bilateral commitment graph, Cerity Partners shares resolved underlying fund vehicles with 689 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Rwa Wealth Partners (15 shared vehicles, e.g. Blackstone Capital Partners Asia III (2025 Vintage)), Bpifrance Fund of Funds (France) (14 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2024 Vintage)), Wcm Investment Management (13 shared vehicles, e.g. Blackstone Credit Opportunities Fund VI (2022 Vintage)).

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