Data / Investment advisers / Connecticut / Commonfund Ocio, Inc.
Commonfund Ocio, Inc., Norwalk, CT: $23.9 billion AUM, SEC registered investment adviser
Commonfund Ocio, Inc. is an SEC registered investment adviser with its main office in Norwalk, Connecticut and reports $23.9 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 31 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 110689
- SEC file number
- 801-56548
- SEC status
- Approved, effective June 15, 1999
- Main office
- 601 Merritt 7, Norwalk, CT 06851
- Phone
- (203) 563-5000
- Regulatory AUM
- $23,944,643,093 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $23,083,193,698
- Non discretionary AUM
- $861,449,395
- Accounts
- 156
- Employees
- 47, of which 37 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 31: 19 other private funds, 8 hedge funds, 4 real estate funds
- Gross assets of private funds
- $15,978,022,380
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 30 | $15.32 billion |
| Charitable organizations | 126 | $8.62 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $23.94 billion | September 28, 2026 |
| December 1, 2025 | $22.66 billion | September 28, 2025 |
Other advisers in Norwalk
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ge Investment Management | Norwalk | $24.36 billion | Not listed | adviserinfo.sec.gov |
| CF Private Equity, Inc. | Norwalk | $17.53 billion | 95 | adviserinfo.sec.gov |
| Ardsley Partners | Norwalk | $1.64 billion | 6 | adviserinfo.sec.gov |
| Teewinot Capital Advisers, L.L.C. | Norwalk | $1.61 billion | 2 | adviserinfo.sec.gov |
| Heartwood Partners, LLC | Norwalk | $1.36 billion | 18 | adviserinfo.sec.gov |
| Riskbridge Advisors, LLC | Norwalk | $898.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Norwalk, CT
- Investment advisers in Connecticut
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Commonfund Ocio, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.