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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Cerity Partners OCIO

$21.1B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($1.31B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Infrastructure (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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$1.31B
Total AUM: $21.1B
Median Disclosed Amount
$58.0M
Range: $8.0M – $101.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
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 OCIO

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Aisling Capital VIAdviser 7.B Vehicle Venture Capital 2025
$101.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Invesco Strategic Opportunities III, LPAdviser 7.B Vehicle Buyout 2025
$83.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Graycliff Private Equity Partners VAdviser 7.B Vehicle Buyout 2025
$74.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Real Estate Opportunities Fund IX, L.P.Adviser 7.B Vehicle Real Estate 2024
$74.7M
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 Green IIIAdviser 7.B Vehicle Real Estate 2023
$72.5M
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 OCIO

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

Allocation-Policy / Pacing Update

Cerity Partners OCIO (OCIO / Wealth RIA, $21.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 10.2% Actual; $591.7M Unallocated Target Bandwidth). SEC Form ADV (801-70888, CRD #151916) verified $21.13B 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 2025-01-06

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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 OCIO

622 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cerity Partners OCIO (23 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 11 Shared Vehicles

Mdt Advisers, A Division Of Federated Mdta

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green III (2023 Vintage)
Cerity Partners OCIO: $72.5M · SEC Form ADV 7.B
Mdt Advisers, A Division Of Federated Mdta: $43.5M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Green Equity Investors X (2023 Vintage) · Blackstone Green Credit Partners IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Douglas Isle of Man Huntington Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Equity Investors X (2023 Vintage)
Cerity Partners OCIO: $58.0M · SEC Form ADV 7.B
Douglas Isle of Man Huntington Sovereign Strategic Investment Fund: $63.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Green III (2023 Vintage) · Blackstone Green Credit Partners IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Andra AP-fonden (AP2 Sweden)

Public Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Credit Partners IV (2023 Vintage)
Cerity Partners OCIO: $49.2M · SEC Form ADV 7.B
Andra AP-fonden (AP2 Sweden): $133.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Green III (2023 Vintage) · Blackstone Green Equity Investors X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+619 Additional Institutional LPs Report Shared Vehicles with Cerity Partners OCIO

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Cerity Partners OCIO

You are viewing 5 open public preview records (out of 24 total tracked records for Cerity Partners OCIO) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (622 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 OCIO

Buyout LPs →Real Estate LPs →Private Credit LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Cerity Partners OCIO

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

Cerity Partners OCIO is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 24 historical disclosure records tracked on Prilago ($1.31B total parsed USD across disclosed rows), the median disclosed amount is $58.0M (range: $8.0M to $101.1M).

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

Cerity Partners OCIO has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Infrastructure. Open preview records include Aisling Capital VI (2025 Vintage), Invesco Strategic Opportunities III, LP (2025 Vintage), Graycliff Private Equity Partners V (2025 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2024 Vintage).

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

Records for Cerity Partners OCIO 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 OCIO's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cerity-partners-ocio 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 OCIO?

In Prilago's bilateral commitment graph, Cerity Partners OCIO shares resolved underlying fund vehicles with 622 institutional LPs across 23 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 Mdt Advisers, A Division Of Federated Mdta (11 shared vehicles, e.g. Blackstone Green III (2023 Vintage)), Douglas Isle of Man Huntington Sovereign Strategic Investment Fund (11 shared vehicles, e.g. Blackstone Green Equity Investors X (2023 Vintage)), Andra AP-fonden (AP2 Sweden) (11 shared vehicles, e.g. Blackstone Green Credit Partners IV (2023 Vintage)).

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