DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Cerity Partners LLC
unclassifiedNY
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- Medamerica Retirement Plan for Cep Physicians Investment adviser (plan)through Dec 31, 2023 Form 5500
- Fenwick & West LLP Partners' Pension Plan II Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Children's Aid Society Retirement Plan | 2025 | 28 99 | NONE | $451,860 |
| The Children's Aid Society Retirement Plan | 2024 | 28 99 | NONE | $513,171 |
| Fenwick & West LLP Partners' Pension Plan II | 2024 | 27 | NONE | $203,166 |
| I.A.T.S.E. Local 3 Pension Plan | 2024 | 28 | NONE | $11,774 |
| Fenwick & West LLP Partners' Pension Plan II | 2023 | 27 | NONE | $163,384 |
| Retirement Plan for Designated Bargaining Employees of Crane Carrier Company | 2023 | 28 | NONE | $9,158 |
| Medamerica Retirement Plan for Cep Physicians | 2023 | 27 | INDEPENDENT | $6,000 |
| Fenwick & West LLP Partners' Pension Plan II | 2022 | 27 | NONE | $130,818 |
| Employees' Pension Trust of the Baby Fold | 2022 | 28 50 | NONE | $15,360 |
What changed
- Cerity Partners appears on I.A.T.S.E. Local 3 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Cerity Partners LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Designated Bargaining Employees of Crane Carrier CompanyCerity Partners no longer appears on Retirement Plan for Designated Bargaining Employees of Crane Carrier Company's Schedule C as investment manager (plan year 2024 vs 2023)with Cerity Partners LLCaskebsa.dol.gov
- Cerity Partners appears on The Children's Aid Society Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Cerity Partners LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedRetirement Plan for Designated Bargaining Employees of Crane Carrier CompanyCerity Partners appears on Retirement Plan for Designated Bargaining Employees of Crane Carrier Company's Schedule C as investment manager (plan year 2023 vs 2022)with Cerity Partners LLCaskebsa.dol.gov