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CRD 151916
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER LEE BITTMAN | n/a | DENVER, CO | NEW YORK, NY | 2 | 34 | 2 | no |
| KENT EDWARD MUCKEL | Chartered Financial Analyst | NEW YORK, NY | DENVER, CO | 2 | 16 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AGILITY COMPREHENSIVE SOLUTIONS FUND LP | Hedge Fund | $4.3B | Jun 28, 2024 | 98 | Mar 31, 2012 | reported | 021-109909 |
| ARGI ALTERNATIVE INVESTMENT FUND, LP | Other Private Fund | $23.4M | Mar 30, 2023 | 4 | Nov 3, 2020 | dropped | 021-389350 |
| AGILITY STRATEGIC VENTURES I L.P. | Other Private Fund | $7.8M | Jun 28, 2024 | 3 | Mar 30, 2016 | reported | n/a |
| APM 2022 RE INCOME FUND, LLC | Real Estate Fund | $1.8M | Mar 30, 2023 | 1 | Aug 3, 2022 | dropped | 021-453589 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CERITY PARTNERS EOE LLC | Member | C | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| CERITY PARTNERS EQUITY HOLDING LLC | Member | E | yes | 09/2018 | Jan 24, 2023 | Jun 28, 2024 |
| CERITY PARTNERS LLC | Member | E | yes | 12/2009 | May 22, 2024 | Jun 28, 2024 |
| CP HOLDINGS I LLC | Member | E | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| CP INTERMEDIATE I LLC | Member | E | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| CP INTERMEDIATE II LLC | Member | E | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| CP MERGER I LLC | Member | E | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| CP MERGER II LLC | Member | E | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| CP-ACP LLC | Member | E | yes | 01/2023 | Jan 24, 2023 | Jun 28, 2024 |
| CP-MCM LLC | Member | E | yes | 01/2023 | Jan 24, 2023 | Jun 28, 2024 |
| CP-RTS LLC | Member | E | yes | 11/2022 | Jan 24, 2023 | Jun 28, 2024 |
| GENSTAR CAPITAL PARTNERS X, LP | Member | C | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| GENSTAR CAPITAL X L.P. | GENERAL PARTNER | F | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| GENSTAR X GP LLC | GENERAL PARTNER | F | yes | 07/2022 | Jan 24, 2023 | Jun 28, 2024 |
| HILDEN, KEVIN, DAVID | CHIEF OPERATING OFFICER | Na | yes | 01/2023 | Jan 24, 2023 | Jun 28, 2024 |
| MISCINSKI, KURT, PATRICK | Manager | F | yes | 11/2017 | Jan 24, 2023 | Jun 28, 2024 |
| PROSTICK, ARTHUR, ISOM | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2024 | Mar 28, 2024 | Jun 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | n/a | Independent wealth | $162B | Y | yes | n/a |
| CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | n/a | Institutional manager | $40B | N | yes | n/a |
| SAGE ADVISORS, LLC | n/a | Asset manager | $366M | N | yes | n/a |
| BAJA WEALTH ADVISORS LLC | n/a | Former SEC adviser | $72.6M | N | yes | n/a |
| ARGI ALTERNATIVE INVESTMENT MANAGEMENT COMPANY, LLC | n/a | n/a | n/a | N | yes | n/a |
| CP RISK MANAGEMENT SERVICES LLC | n/a | n/a | n/a | N | yes | n/a |
| PMOF HOLDINGS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Denver | Co | United States | 14 | no |
| Austin | TX | United States | 5 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $21B | $21B | 61 | 21 | 2 | 1 | n/a |
| 2024 | Mar 31, 2025 | $17B | $17B | 60 | 22 | 2 | 2 | n/a |
| 2023 | Mar 28, 2024 | n/a | n/a | 0 | 0 | 0 | n/a | n/a |
| 2022 | Jan 24, 2023 | $4.6B | $4.6B | 169 | 102 | 8 | 2 | $25.2M |
| 2021 | Feb 9, 2022 | $4.8B | $4.8B | 160 | 93 | 7 | 1 | $12.8M |
| 2020 | Feb 15, 2021 | $3.7B | $3.7B | 141 | 84 | 8 | 1 | $0 |
| 2019 | Mar 3, 2020 | $3.1B | $3.1B | 129 | 74 | 7 | n/a | n/a |
| 2018 | Feb 6, 2019 | $2.2B | $2.2B | 123 | 69 | 7 | n/a | n/a |
| 2017 | Feb 27, 2018 | $1.8B | $1.8B | 116 | 61 | 5 | n/a | n/a |
| 2016 | Mar 8, 2017 | $1.4B | $1.4B | 91 | 59 | n/a | n/a | n/a |
| 2015 | Mar 2, 2016 | $1.1B | $1.1B | 97 | 50 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $1.1B | $1.1B | 78 | 46 | n/a | n/a | n/a |
| 2013 | Mar 14, 2014 | $755M | $755M | 62 | 37 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $481M | $481M | 57 | 31 | n/a | n/a | n/a |
| 2011 | Apr 9, 2012 | $348M | $348M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $21B | $17B | 21.8% | $4.6B | 66.6% | 61 | 60 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | 9 | Apr 21, 2023 | Jan 1, 2025 | NEW YORK, NY | Channel change | Other | 10.3% |
| GLOBAL RETIREMENT PARTNERS LLC | 2 | Jan 3, 2020 | Dec 19, 2019 | BOWLING GREEN, KY | Team lift out | Other | 3.6% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP | 2 | Jul 11, 2024 | Jun 28, 2024 | DENVER, CO | Team lift out | Other | 100.0% |
| ADVICE AND PLANNING SERVICES | 2 | Nov 13, 2020 | Jan 13, 2021 | CINCINNATI, OH | Team lift out | Ibd to RIA | 0.2% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | Oct 6, 2020 | Oct 6, 2020 | CINCINNATI, OH | Team lift out | RIA to RIA | 0.1% |