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Certuity, LLC
Rich Bursek · Investment Advisor · Multi-Strategy
Certuity, LLC is a multi-family office and SEC-registered investment adviser providing comprehensive wealth management, legacy planning, and institutional-quality investment solutions. Formerly known as Camden Capital, the firm rebranded to Certuity in 2023 to reflect its mission of providing certainty and ingenuity to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, and business leaders. Certuity is an employee-owned firm that offers a holistic approach to financial planning, incorporating in-house public equity strategies, alternative investment access, and sophisticated tax and estate reviews. With offices across the United States, including New York, Florida, and California, the institution operates as a fiduciary, tailoring portfolios to the unique long-term objectives and multi-generational goals of its clients. Its leadership team comprises seasoned professionals with deep expertise in capital markets and corporate transformation, emphasizing a collaborative culture and a technology-forward client experience.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +55.7% |
| YTD return | +38.2% |
| Sharpe ratio | 2.56 |
| Win rate | 79% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://certuity.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MU | Micron Technology Inc | 26.8% | +134.4% |
| C | Citigroup Inc | 12.0% | +25.4% |
| GE | GE Aerospace | 7.1% | +7.5% |
| AAPL | Apple Inc | 6.7% | +31.5% |
| OMF | OneMain Holdings Inc | 5.6% | +10.1% |
| NVDA | NVIDIA Corporation | 5.5% | +21.5% |
| MS | Morgan Stanley | 4.4% | +20.7% |
| GOOGL | Alphabet Inc Class A | 4.4% | +6.5% |
| INTC | Intel Corporation | 4.0% | +67.1% |
| FLG | Flagstar Financial, Inc. | 3.1% | +0.9% |
| BAC | Bank of America Corp | 3.0% | +14.5% |
| WFC | Wells Fargo & Company | 2.7% | +10.3% |
| PNC | PNC Financial Services Group Inc | 2.6% | +14.0% |
| AMZN | Amazon.com Inc | 2.3% | +7.9% |
| MSFT | Microsoft Corporation | 2.2% | +7.7% |
| F | Ford Motor Company | 1.8% | +3.0% |
| FCX | Freeport-McMoran Copper & Gold Inc | 1.6% | +25.3% |
| XOM | Exxon Mobil Corp | 1.4% | +21.1% |
| VZ | Verizon Communications Inc | 1.4% | -1.0% |
| META | Meta Platforms Inc. | 1.3% | +20.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 6, 2026 | SELL | OMF | 5.3% → 5.6% |
| Jul 6, 2026 | BUY | VZ | 1.6% → 1.4% |
| Jul 6, 2026 | SELL | INTC | 4.0% → 4.0% |
| Jul 6, 2026 | BUY | NVDA | 6.1% → 5.5% |
| Jul 6, 2026 | BUY | XOM | 1.6% → 1.4% |
Investment Style Analysis
Certuity, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 6, Certuity, LLC made a significant move by reducing the position in OMF. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Certuity’s investment philosophy is based on an endowment-style model that prioritizes long-term wealth preservation and risk-adjusted returns over tactical market timing. The firm emphasizes global diversification across traditional asset classes and private markets, including private equity, credit, and real estate, to minimize volatility and maximize compounding. By integrating quantitatively led public equity strategies with sophisticated tax-management overlays, Certuity seeks to deliver consistent portfolio performance that aligns with the complex needs of high-net-worth and multi-generational families. The approach focuses on achieving steady 'singles and doubles' through disciplined asset allocation and a long-term investment horizon.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Certuity, LLC.
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Frequently asked questions
How is the simulated portfolio for Certuity, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Certuity, LLC's largest holding?
As of the latest filing, Certuity, LLC's top position is Micron Technology Inc (MU), representing 26.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Certuity, LLC's historical performance and risk profile?
Our simulation indicates a total return of +55.7% with a win rate of 79%. Notably, the portfolio maintains a Sharpe Ratio of 2.56, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Certuity, LLC primarily invest in?
Certuity, LLC has a strong preference for the Semiconductors sector, which makes up 36.2% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is Certuity, LLC's portfolio concentrated or diversified?
Certuity, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Certuity, LLC performed in 2026?
Our AI-simulated model portfolio for Certuity, LLC tracks a Year-to-Date (YTD) return of +38.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Rich Bursek manage Certuity, LLC directly?
Yes, Rich Bursek serves as the key portfolio manager for Certuity, LLC, overseeing the investment strategy and final capital allocation decisions.