CERTUITY, LLC

other names
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Adviser Profile
As of Date 08/02/2024
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 6.41%
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

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

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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