William Theodore Curran

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 10/2018
  Hirtle Callaghan & Co.
  West Conshohocken, PA
• 11/2018 → 04/2022
  Permit Capital Advisors, Llc
  West Conshohocken, PA
• 04/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2022-04-13 → 2022-05-11
  Permit Capital Advisors, Llc
  West Conshohocken, PA
• 2006-12-11 → 2018-10-19
  Hirtle & Co., Llc
  West Conshohocken, PA

Other Businesses

1. TRUSTEE FOR CHARITABLE REMAINDER UNIT TRUST - INVESTMENT RELATED, THE PFO, 6 S. BRYN MAWR AVE., BRYN MAWR, PA 19010, STARTED IN 1996, .10/MONTH SPENT DURING NON TRADING HOURS. 2. PROPERTY MANAGEMENT - NOT INVESTMENT RELATED, 232 HILLDALE ROAD, VILLANOVA, PA 19085, STARTED 2004, .10/MONTH SPENT DURING NON TRADING HOURS 3. William Curran is a managing member or authorized principal of unregistered funds managed by Sage Advisors, LLC: One Tower Funds; Liberty Permit Energy Funds; GW Equity Fund, LLC; and Philadelphia Community Impact Fund, LLC. Mr. Curran maintains a profit interest in these funds. Mr. Curran is a managing member or authorized principal of general partners of unregistered funds: Permit Capital Advisors, LLC; Avonwood Capital GP LLC; Fisher Road, LLC; Liberty Permit Energy Infrastructure GP LLC; Liberty Permit Energy Vehicle LLC; and One Tower GP, LLC. Mr. Curran maintains a profit interest in funds managed by these general partners. Mr. Curran is a managing member or authorized principal of Permit QOZ Fund I, LLC. Mr. Curran maintains a profit interest in this fund.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-08

Other Names

• William T Curran