CERTUITY, LLC

other names
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Adviser Profile
As of Date 09/30/2024
Adviser Type - Large advisory firm
Number of Employees 41 28.12%
of those in investment advisory functions 16 45.45%
Registration SEC, Approved, 01/02/2004
AUM* 3,961,766,158 8.79%
of that, discretionary 2,823,654,380 18.11%
Private Fund GAV* 835,070,124 -1.17%
Avg Account Size 1,205,650 24.94%
% High Net Worth 81.69% 2.12%
SMA’s Yes
Private Funds 27 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

3B 3B 2B 2B 1B 898M 449M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$85,384,627
Fund TypePrivate Equity Fund Count25 GAV$749,685,497

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