Christopher L. Bittman
Professional summary
Christopher Lee Bittman, CIMA®, who also goes by Christopher Bittman, is a registered financial advisor currently at CERITY PARTNERS OCIO LLC located in Denver, Colorado.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 5 firms and has passed the Series 63, Series 65, Series 2 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lee Bittman's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2024 - Present
CERITY PARTNERS OCIO LLC
Office #1: 6900 E Layton Avenue Suite 1150, Denver, CO 80237March 4, 2021 - July 11, 2024
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
September 22, 2009 - December 31, 2020
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
October 4, 2001 - December 6, 2001
QUASAR DISTRIBUTORS, LLC
February 15, 1995 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
January 6, 1992 - March 3, 1995
SEI INVESTMENTS DISTRIBUTION CO.
Primary Firm SEC Registration
CERITY PARTNERS OCIO LLC
CRD#: 151916 / SEC#: 801-70888
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2024)
Exams
Series 2
Date: 1/14/1994
Non-Member General Securities ExaminationCurrent Firm
CERITY PARTNERS OCIO LLC
CRD#: 151916 / SEC#: 801-70888
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 17,346,720,716 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2025 | ||
| 05/04/2023 | ||
| 01/26/2023 |
Red Flags
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