AUMdb

Cerity Partners Foundation

EIN 510515757 · 501(c)(3) · Public charity · Novato, CA · recognized 2005

Assets
$33.2M
Revenue
$4.3M
Expenses
$8.6M
Investment income
$1.6M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rhea Suh President & ceo $653,900 $76,880
Sa Hartman Cfo (thru 12/23) $459,414 $97,991
Vikki Garrod Chief of staff/director $319,361 $66,882
Lauren Mcclelland Cfo (start 1/24) $283,096 $66,478
Ashley Smith Secretary $120,545 $53,152
Aaron Waxman Board chair $0 $0
Ted Mitchell Director $0 $0
Thomas Reicher Director $0 $0
Robert Sanderson Director (thru 11/23) $0 $0