CERTUITY, LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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 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)

Recent News

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

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser AXAR CAPITAL MANAGEMENT LP Hedge Fund233.3m Liquidity Fund- Private Equity Fund1.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.5b AUM2.6b #Funds17
Adviser CLEARWATER CAPITAL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund1.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM- #Funds12
Adviser 26NORTH Hedge Fund184.1m Liquidity Fund- Private Equity Fund7.3b Real Estate Fund- Securitized Asset Fund8.1m Venture Capital Fund- Other Fund- Total Private Fund GAV7.5b AUM14.0b #Funds24
Adviser ABRY PARTNERS II, LLC Hedge Fund2.7b Liquidity Fund- Private Equity Fund14.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV17.1b AUM17.1b #Funds34
Adviser RIDGELINE PRODUCTIONS LLC Hedge Fund104.7m Liquidity Fund- Private Equity Fund48.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV153.4m AUM153.9m #Funds4
Adviser D1 CAPITAL PARTNERS L.P. Hedge Fund23.2b Liquidity Fund- Private Equity Fund805.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV24.0b AUM26.1b #Funds17
Adviser MARBLEGATE ASSET MANAGEMENT, LLC Hedge Fund552.2m Liquidity Fund- Private Equity Fund2.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.6b AUM2.6b #Funds12
Adviser BIRCHVIEW CAPITAL, LP Hedge Fund67.7m Liquidity Fund- Private Equity Fund24.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV91.8m AUM188.1m #Funds12
Adviser VITRUVIAN PARTNERS LLP Hedge Fund174.1m Liquidity Fund- Private Equity Fund13.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV13.6b AUM- #Funds23
Adviser RAINE CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund5.2b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.2b AUM3.5b #Funds36