Certuity, LLC
Certuity, LLC is an SEC-registered investment adviser and multifamily office headquartered in North Palm Beach, Florida. Founded by entrepreneurs and professional investors, it serves high- and ultra-high-net-worth individuals, family offices, and institutional clients, offering tailored wealth management, planning, investment, and family office solutions. The firm combines institutional access with in-house expertise in legacy planning, alternative investments, and OCIO (Outsourced Chief Investment Officer) services. Certuity employs approximately 30 people and is recognized among the nation’s leading multifamily offices, with a strong emphasis on fiduciary duty, transparency, and personalized client service.
Investment Strategy
Certuity, LLC emphasizes a highly tailored, data-driven approach to wealth management. The firm provides differentiated portfolio strategies, family office services, and strategic investment consulting (OCIO), leveraging in-house expertise and institutional investment platforms. Certuity seeks to empower clients to meet long-term, multi-generational goals by integrating financial planning, alternative investments, legacy planning, and continual evaluation and adjustment of investment roadmaps. As an RIA, Certuity is committed to fiduciary standards, prioritizing clients' best interests and focusing on fee transparency and innovation.
Top Holdings
Equity Positions (421)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C C | CITIGROUP INC | 6.75% | $71.7M | 842,447 | $51.04 | $85.12 | +$11.9M |
O OMF | ONEMAIN HLDGS INC | 4.99% | $53.0M | 930,138 | $49.61 | $57.00 | +$7.6M |
G GE | GE AEROSPACE | 4.48% | $47.6M | 184,851 | $53.07 | $257.39 | +$573.9K |
N NVDA | NVIDIA CORPORATION | 3.76% | $40.0M | 252,508 | $73.88 | $157.99 | +$12.7M |
I IVV | ISHARES TR | 3.69% | $39.3M | 63,328 | $515.27 | $620.90 | -$2.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A ANET | ARISTA NETWORKS INC | — | Call | $30.7K | 3 | $102.31 | $77.48 | 0 | +$7.4K |