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Cerity Partners LLC
Kurt Miscinski · Investment Advisor · Multi-Strategy
Cerity Partners is a leading national independent wealth management firm that provides comprehensive financial services to high-net-worth individuals, families, businesses, and non-profit organizations. Founded in 2009 as HPM Partners and rebranded in 2019, the firm operates as a Registered Investment Advisor with a fiduciary-first approach. It offers a wide range of integrated services, including investment management, estate and tax planning, retirement plan consulting, and family office solutions. Headquartered in New York, the firm has expanded rapidly through organic growth and strategic mergers, positioning itself as a global professional services firm in the wealth management industry.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.1% |
| YTD return | +14.0% |
| Sharpe ratio | 3.65 |
| Win rate | 71% |
| AUM | $20.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $20.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://ceritypartners.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.0% | +32.2% |
| NVDA | NVIDIA Corporation | 14.6% | +20.2% |
| GOOGL | Alphabet Inc Class A | 11.9% | +42.9% |
| MSFT | Microsoft Corporation | 10.4% | -0.7% |
| AMZN | Amazon.com Inc | 6.6% | +15.3% |
| AVGO | Broadcom Inc | 5.4% | +7.6% |
| PG | Procter & Gamble Company | 4.3% | -3.2% |
| LLY | Eli Lilly and Company | 4.3% | +39.1% |
| JPM | JPMorgan Chase & Co | 3.7% | +14.1% |
| META | Meta Platforms Inc. | 3.5% | +8.9% |
| TSLA | Tesla Inc | 3.1% | +7.6% |
| JNJ | Johnson & Johnson | 2.4% | +42.9% |
| BRK-A | Berkshire Hathaway Inc | 2.4% | +1.0% |
| V | Visa Inc. Class A | 2.2% | +6.6% |
| COST | Costco Wholesale Corp | 2.0% | -2.3% |
| PANW | Palo Alto Networks Inc | 1.8% | +32.3% |
| ABBV | AbbVie Inc | 1.6% | +1.3% |
| AMD | Advanced Micro Devices Inc | 1.6% | +19.8% |
| XOM | Exxon Mobil Corp | 1.6% | +41.3% |
| WMT | Walmart Inc. Common Stock | 1.5% | +5.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | PG | 5.0% → 4.3% |
| Aug 31, 2026 | SELL | LLY | 4.7% → 4.3% |
| Aug 31, 2026 | SELL | MSFT | 8.5% → 10.4% |
| Aug 31, 2026 | SELL | AVGO | 5.8% → 5.4% |
| Aug 31, 2026 | SELL | JNJ | 2.6% → 2.4% |
Investment Style Analysis
Cerity Partners LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $20.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Cerity Partners LLC made a significant move by reducing the position in PG. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Cerity Partners employs a disciplined, evidence-based investment philosophy focused on achieving long-term financial goals through strategic asset allocation and rigorous risk management. The firm utilizes an open-architecture platform, combining low-cost passive vehicles like ETFs with curated active strategies across public and private markets, including private equity and debt. Their approach is holistic, integrating investment decisions with tax optimization and estate planning to maximize after-tax returns. By maintaining independence and avoiding proprietary products, the firm aims to minimize conflicts of interest and provide objective, tailored advice to its diverse client base.
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 Cerity Partners LLC.
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Frequently asked questions
How is the simulated portfolio for Cerity Partners 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 Cerity Partners LLC's largest holding?
As of the latest filing, Cerity Partners LLC's top position is Apple Inc (AAPL), representing 15.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Cerity Partners LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.1% with a win rate of 71%. Notably, the portfolio maintains a Sharpe Ratio of 3.65, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Cerity Partners LLC primarily invest in?
Cerity Partners LLC has a strong preference for the Semiconductors sector, which makes up 21.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Cerity Partners LLC's portfolio concentrated or diversified?
Cerity Partners LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Cerity Partners LLC performed in 2026?
Our AI-simulated model portfolio for Cerity Partners LLC tracks a Year-to-Date (YTD) return of +14.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kurt Miscinski manage Cerity Partners LLC directly?
Yes, Kurt Miscinski serves as the key portfolio manager for Cerity Partners LLC, overseeing the investment strategy and final capital allocation decisions.