Cerity Partners Revenue, Growth & Competitor Profile

DBA CERITY PARTNERS LLC
DBA CERITY PARTNERS MANAGEMENT LLC
DBA HPM PARTNERS MANAGEMENT, LLC

Company Profile & Annual Report for Cerity Partners

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Cerity Partners Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	99 Park Avenue 16th Floor New York, NY 10016

Note: Revenues for privately held companies are statistical evaluations.


Cerity Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cerity Partners's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Cerity Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Cerity Partners Annual Revenue and Growth Rate

Cerity Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cerity Partners's revenues are gauged from an analysis of company filings.

Cerity Partners's Income Statement (based on Industry Averages)

Cerity Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Cerity Partners is developing and marketing. Cerity Partners doesn't have any recent trademark applications, indicating Cerity Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
BLACKSWAN ETF Financial services in the nature of investment of funds for others, namely, providing an exchange-traded fund (ETF) investment offering that utilizes select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events	10/19/2020
BLACKSWAN CORE INDEX Financial services in the nature of investment of funds for others, namely, providing a total return index offering that tracks and measures a basket of investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events	10/19/2020
INTERNATIONAL BLACKSWAN Financial services in the nature of investment of funds for others, namely, providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of international stock options designed to protect against rare and unpredictable negative market events	10/19/2020

See all trademarks and details in the Full Report.

Market Share of Cerity Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cerity Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Cerity Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	100
BLACKROCK	New York, NY	14
MERRILL LYNCH	New York, NY	14
NASDAQ	New York, NY	11
MIZUHO SECURITIES USA	New York, NY	9
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	9

Other Companies at 99 Park Avenue, New York NY

Company	Headquarters	Revenue ($ MM)
METROPOLITAN COMMERCIAL BANK	New York, NY	100
CALYPSO TECHNOLOGY	New York, NY	75
JAPAN PULP & PAPER USA	New York, NY	70
MILBERG FACTORS	New York, NY	53
HEIDELL PITTONI MURPHY & BACH	New York, NY	30

Future Competition: Cerity Partners's Fastest Growing Competitors

These companies are in the same general field as Cerity Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)