Investment adviser · CRD 129505

CERTUITY, LLC

Investment adviser filing (IA)

NORTH PALM BEACH, FL, United States · Form ADV filed Apr 30, 2026

Regulatory AUM
$3.3B
Form ADV · Item 5.F
Client accounts
1,828
Accounts, not individual clients
Employees
35
Reported in this filing
Advisory professionals
15
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals413$2,389,327,64372.4%
Pooled investment vehicles26$780,674,82623.6%
Corporations & businessesFewer than 5$73,803,8692.2%
Individuals51$32,937,0091.0%
Retirement plans30$24,869,9010.8%
Filing source

Form ADV 2101569 · Apr 30, 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

35 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.

ALTS PLUS FUND, LLCPrivate Equity Fund · Last reported Apr 30, 2026$138MGross asset value

Form D fundraising filings

ALTS PLUS FUND, LLC

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-2641704548
Reported beneficial owners
206
Minimum commitment
$50K
Form D file number
021-485556

Form ADV 2101569 · Apr 30, 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.

CAMDEN SPORTS FRANCHISE LEGACY FUND, LLCHedge Fund · Last reported Apr 30, 2026$85.1MGross asset value

Form D fundraising filings

Camden Sports Franchise Legacy Fund, LLC - Series I

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-3108376974
Reported beneficial owners
163
Minimum commitment
$50K
Form D file number
021-505638

Form ADV 2101569 · Apr 30, 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.

CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES IVPrivate Equity Fund · Last reported Apr 30, 2026$64.9MGross asset value

Form D fundraising filings

Camden Real Estate Opportunity Fund, LLC - Series IV

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-6611906301
Reported beneficial owners
90
Minimum commitment
$100K
Form D file number
021-313485

Form ADV 2101569 · Apr 30, 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.

CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES VIIPrivate Equity Fund · Last reported Apr 30, 2026$56.3MGross asset value

Form D fundraising filings

Camden Credit Opportunity Fund, LLC Series VII

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-1774911656
Reported beneficial owners
57
Minimum commitment
$25K
Form D file number
021-505636

Form ADV 2101569 · Apr 30, 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.

CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES VPrivate Equity Fund · Last reported Apr 30, 2026$48.2MGross asset value

Form D fundraising filings

Camden Real Estate Opportunity Fund, LLC - Series V

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-2958256151
Reported beneficial owners
80
Minimum commitment
$50K
Form D file number
021-390504

Form ADV 2101569 · Apr 30, 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.

CAMDEN REAL ESTATE LEGACY FUND, LLC - SERIES IPrivate Equity Fund · Last reported Apr 30, 2026$42.4MGross asset value

Form D fundraising filings

Camden Real Estate Legacy Fund, LLC - Series I

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-4814737387
Reported beneficial owners
69
Minimum commitment
$50K
Form D file number
021-309614

Form ADV 2101569 · Apr 30, 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.

CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES IIIPrivate Equity Fund · Last reported Apr 30, 2026$36.4MGross asset value

Form D fundraising filings

Camden Private Capital Legacy Fund, LLC - Series III

Fund administrator SS&C INC. FUND SERVICES WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. PALO ALTO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

Fund details & source
Fund ID
805-4680888225
Reported beneficial owners
49
Minimum commitment
$100K
Form D file number
021-381829

Form ADV 2101569 · Apr 30, 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: Apr 30, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1295 US HIGHWAY ONE, THIRD FLOOR
NORTH PALM BEACH, FL, 33408, United States

CRD 129505

Filing source

Form ADV 2101569 · Apr 30, 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.