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

Cerity Partners Retirement Plan Consultants

$17.0B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($1.14B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Venture Capital, Private Equity (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$1.14B
Total AUM: $17.0B
Median Disclosed Amount
$47.8M
Range: $8.0M – $94.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/23)
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 Retirement Plan Consultants

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
Foundry Venture Capital 2010 LPAdviser 7.B Vehicle Venture Capital 2025
$94.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PAI Europe VIII, L.P.Adviser 7.B Vehicle Buyout 2025
$88.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oak Hill Advisors Strategic Credit Fund IV, L.P.Adviser 7.B Vehicle Private Credit 2025
$77.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Hybrid Value Fund IIAdviser 7.B Vehicle Private Credit 2025
$77.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Index Ventures Growth VI, L.P.Adviser 7.B Vehicle Venture Capital 2025
$69.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

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

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

Allocation-Policy / Pacing Update

Cerity Partners Retirement Plan Consultants (OCIO / Wealth RIA, $17.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $306.4M Unallocated Target Bandwidth). SEC Form ADV (801-76705, CRD #164198) verified $17.02B discretionary AUM (Form ADV Discretionary Alternatives Allocation); 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 2025-02-09

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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

687 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cerity Partners Retirement Plan Consultants (22 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

Brandes Investment Partners

OCIO / Wealth RIA La Jolla, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone REP VII (2023 Vintage)
Cerity Partners Retirement Plan Consultants: $78.2M · SEC Form ADV 7.B
Brandes Investment Partners: $65.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Growth Fund IV (2023 Vintage) · Blackstone REP IX (2023 Vintage)

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

Dow Inc. Employees' Retirement Plan Trust

Corporate Pension Plan Midland, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Growth Fund IV (2023 Vintage)
Cerity Partners Retirement Plan Consultants: $43.5M · SEC Form ADV 7.B
Dow Inc. Employees' Retirement Plan Trust: $56.5M · SEC EDGAR Filing

Additional shared vehicles: Blackstone REP VII (2023 Vintage) · Blackstone REP IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Financière Agache (Arnault Family Holding)

Family Office / MFO Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone REP IX (2023 Vintage)
Cerity Partners Retirement Plan Consultants: $26.8M · SEC Form ADV 7.B
Financière Agache (Arnault Family Holding): $55.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone REP VII (2023 Vintage) · Blackstone Growth Fund IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+684 Additional Institutional LPs Report Shared Vehicles with Cerity Partners Retirement Plan Consultants

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cerity Partners Retirement Plan Consultants

You are viewing 5 open public preview records (out of 23 total tracked records for Cerity Partners Retirement Plan Consultants) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (687 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Cerity Partners Retirement Plan Consultants

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

Frequently Asked Questions: Cerity Partners Retirement Plan Consultants

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

Cerity Partners Retirement Plan Consultants is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 23 historical disclosure records tracked on Prilago ($1.14B total parsed USD across disclosed rows), the median disclosed amount is $47.8M (range: $8.0M to $94.0M).

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

Cerity Partners Retirement Plan Consultants has disclosed records across Real Estate, Buyout, Private Credit, Venture Capital, Private Equity. Open preview records include Foundry Venture Capital 2010 LP (2025 Vintage), PAI Europe VIII, L.P. (2025 Vintage), Oak Hill Advisors Strategic Credit Fund IV, L.P. (2025 Vintage), Apollo Hybrid Value Fund II (2025 Vintage).

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

Records for Cerity Partners Retirement Plan Consultants 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 Retirement Plan Consultants's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cerity-partners-retirement-plan-consultants 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 Retirement Plan Consultants?

In Prilago's bilateral commitment graph, Cerity Partners Retirement Plan Consultants shares resolved underlying fund vehicles with 687 institutional LPs across 22 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 Brandes Investment Partners (11 shared vehicles, e.g. Blackstone REP VII (2023 Vintage)), Dow Inc. Employees' Retirement Plan Trust (11 shared vehicles, e.g. Blackstone Growth Fund IV (2023 Vintage)), Financière Agache (Arnault Family Holding) (10 shared vehicles, e.g. Blackstone REP IX (2023 Vintage)).

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