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
- Not stated
- 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.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 3 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- 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 2026-10-21 · confidence high
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