Certuity, LLC
certuity.com Direct + LP
Certuity is a multifamily office and RIA that provides wealth management, tax strategies, and alternative investment access to ultra-high-net-worth families. It manages private investments through its ALTS+ platform, offering opportunities in private equity, credit, venture, real estate, and other alternatives.
Certuity, LLC is a family office headquartered in North Palm Beach, United States. It invests both directly in companies and in funds as a limited partner, in private equity, private credit, venture capital and real estate. $4.7Bn under management, as it reports.
“We manage private investments as part of a coordinated strategy, not as isolated deals.”
— Certuity, LLC, own website
- Layer
- Direct + LP
- Type
- Family office
- Stage
- Unknown
- Headquarters
- North Palm Beach, United States
- Sectors
- private equity, private credit, venture capital, real estate, private infrastructure, specialized alternatives
- Assets under management
- $4.7Bn
Team, as Certuity, LLC publishes it
- Mark H. Udis Partner
- Jayson J. Brown, CFP® Partner
- Mariia Eroshin, CFA, CPA, CFP®, MBA, JD Partner
- Constantine S. Hatzivassiliou, CEPA® Partner
- Scott Welch, CIMA®, CEPA® Chief investment officer , Partner
- Carter Mecham, CMA®, IACCP® Chief Operating Officer
- Garrett Alton, ChFC®, CLU®, CEPA® Chief Growth Officer
- Giuliano Celle Managing Director, Head of Institutional Wealth
- Brian O'Neil, CFP®, CEPA® Managing Director
- Logan Lenz Head of Digital Strategy
- Rita F. Soto, CPA Family office managing director
- Amanda Courtney Senior director
Names and roles exactly as listed on certuity.com. Nothing else about these people is recorded.
Co-invests most often with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 3 co-investors found.
- Cerity Partners Ventures 1 shared company: bdreporting.com
- Concorde Investment Management 1 shared company: bdreporting.com
- Seamans Capital Management, LLC 1 shared company: bdreporting.com
Where this comes from
Every fact above was read from a page Certuity, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://certuity.com/name, type, hq_country, hq_city, thesis_quote, thesis_quote_page, description, aum, status
- https://certuity.com/alternative-investments/is_investor, layer, sectors
- https://certuity.com/our-people/people
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Record 4183 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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