Investment adviser · CRD 151559

CERITY PARTNERS LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jul 13, 2026

Regulatory AUM: $162B
Client accounts: 26,230
Employees: 1,529
Advisory professionals: 1,102

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	14,561	$107,328,401,784	66.4%
Retirement plans	789	$20,791,290,220	12.9%
Charities	253	$17,534,218,843	10.8%
Individuals	10,384	$6,785,495,633	4.2%
Pooled investment vehicles	13	$6,086,744,894	3.8%
Corporations & businesses	226	$3,112,203,669	1.9%
Government entities	3	$27,412,624	0.0%
Investment companies	1	$9,756,474	0.0%

Filing source

Form ADV 2117945 · Jul 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

11 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES I)Other Private Fund · Last reported Jul 13, 2026$25.6MGross asset value

Fund administrator CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Custodian WINTRUST FINANCIAL CORPORATION ROSEMONT, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WINTRUST FINANCIAL CORPORATION
LEI Q774KI4AW80FHFW33O61

Fund details & source

Fund ID: 805-2011841867
Reported beneficial owners: 82
Minimum commitment: $100K
Form D file number: 021-490991

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES J)Other Private Fund · Last reported Jul 13, 2026$9.83MGross asset value

Fund administrator CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Custodian WINTRUST FINANCIAL CORPORATION ROSEMONT, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WINTRUST FINANCIAL CORPORATION
LEI Q774KI4AW80FHFW33061

Fund details & source

Fund ID: 805-1299704072
Reported beneficial owners: 26
Minimum commitment: $100K
Form D file number: 021-520883

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES C)Other Private Fund · Last reported Jul 13, 2026$6.51MGross asset value

Form D fundraising filings

Private Markets Opportunity Fund LLC

Fund administrator CARTA INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Auditor WEAVER AND TIDWELL LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WEAVER AND TIDWELL LLP
PCAOB 410

JP MORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-1607692895
Reported beneficial owners: 40
Minimum commitment: $100K
Form D file number: 021-456006

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES F)Other Private Fund · Last reported Jul 13, 2026$6.04MGross asset value

Fund administrator CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Custodian WINTRUST FINANCIAL CORPORATION ROSEMONT, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WINTRUST FINANCIAL CORPORATION
LEI Q774KI4AW80FHFW33O61

Fund details & source

Fund ID: 805-3534648134
Reported beneficial owners: 43
Minimum commitment: $100K
Form D file number: 021-477057

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES A)Other Private Fund · Last reported Jul 13, 2026$3.58MGross asset value

Fund administrator CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Auditor WEAVER AND TIDWELL LLP NEW YORK, New York, United States

Custodian WINTRUST FINANCIAL CORPORATION ROSEMONT, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WEAVER AND TIDWELL LLP
PCAOB 410

WINTRUST FINANCIAL CORPORATION
LEI Q774KI4AW80FHFW33O61

Fund details & source

Fund ID: 805-9335987131
Reported beneficial owners: 19
Minimum commitment: $100K
Form D file number: 021-407770

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES E)Other Private Fund · Last reported Jul 13, 2026$3.43MGross asset value

Fund administrator CARTA INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Auditor WEAVER AND TIDWELL LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Custodian WINTRUST FINANCIAL CORPORATION ROSEMONT, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WEAVER AND TIDWELL LLP
PCAOB 410

JP MORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

WINTRUST FINANCIAL CORPORATION
LEI Q774KI4AW80FHFW33O61

Fund details & source

Fund ID: 805-1985239450
Reported beneficial owners: 32
Minimum commitment: $100K
Form D file number: 021-469164

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRIVATE MARKETS OPPORTUNITY FUND (SERIES D)Other Private Fund · Last reported Jul 13, 2026$2.3MGross asset value

Fund administrator CARTA INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FORVIS MAZARS, LLP NEW YORK, New York, United States

Auditor WEAVER AND TIDWELL LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS MAZARS, LLP
PCAOB 686

WEAVER AND TIDWELL LLP
PCAOB 410

JP MORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-5562499044
Reported beneficial owners: 42
Minimum commitment: $100K
Form D file number: 021-461287

Form ADV 2117945 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 13, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

99 PARK AVENUE, 16TH FLOOR
NEW YORK, NY, 10016, United States

CRD 151559

Filing source

Form ADV 2117945 · Jul 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.