Commonfund Ocio, Inc.
● SEC registered since 1999CRD 110689SEC# 801-56548Norwalk, CT
Ranks #498 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$23.94B
Fund GAV
$15.98B
Private funds
31
Employees
47
Accounts
156
Location
Norwalk, CT
Commonfund Ocio, Inc. assets under management
Commonfund Ocio, Inc. is an investment advisory firm registered with the SEC based in Norwalk, CT. The firm has been registered since 1999. It reports $23.9 billion in regulatory assets under management and employs 47 people. Commonfund Ocio, Inc. manages 31 private funds with combined gross assets of $16 billion, including Commonfund Ocio Global Equity, LLC. By regulatory assets, it ranks 498 of 5,974 private fund managers.
Commonfund Ocio, Inc. private funds
31 funds · $15.98B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Commonfund Ocio Global Equity, LLC | Hedge | $4.73B | $500K |
| Cf Acp, LLC | Other Private | $2.22B | $1M |
| Commonfund Global Absolute Alpha Company | Hedge | $1.13B | $1M |
| Commonfund Credit Opportunities Company | Other Private | $960.6M | — |
| Commonfund Institutional High Quality Bond Fund, LLC | Other Private | $733.4M | $1M |
| Commonfund Strategic Direct Series LLC - Cf Credit Series | Hedge | $653.2M | $1M |
| Commonfund Institutional Multi-Strategy Equity Fund, LLC | Other Private | $602.7M | $1M |
| Commonfund Select Equity Fund, LLC | Hedge | $571.5M | $500K |
| Commonfund Real Estate and Infrastructure Opportunity Fund III, L.P. | Real Estate | $401.8M | $1M |
| Commonfund Ocio Core Real Estate Fund, LLC | Other Private | $395.1M | $500K |
See all 31 funds — unlock the full record.
Join to unlock · $37/moCommonfund Ocio, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Nichols Blanch Control | Treasurer; Vice President | Under 5% | 2017 |
| Commonfund Holding Company, Inc. Control | Delaware Corporation | Over 75% | 1999 |
| Dana James Moreau Control | Vice President | Under 5% | 2019 |
| Julia Grebelsky Mord | Director; Chief Investment Officer; Vice President; Investment Committee Chair | Under 5% | 2025 |
| Mark Jonathon Anson Control | Chair, Board Of Directors; Investment Committee Member | Under 5% | 2016 |
| Russell Joseph Dobransky Control | Managing Director; Head Of Fund Operations | Under 5% | 2017 |
| Seth William Thomson | Assistant Secretary; Deputy General Counsel | Under 5% | 2015 |
| Sharad Anantha Samy | Secretary; Chief Compliance Officer; General Counsel | Under 5% | 2016 |
| Timothy Titus Yates Control | Director; President And Chief Executive Officer; Investment Committee Member | Under 5% | 2017 |
| The Common Fund for Nonprofit Organizations Control | New York Nonprofit Corporation | Over 75% | 1999 |
Frequently asked questions
How much does Commonfund Ocio, Inc. manage?
Commonfund Ocio, Inc. reports $23.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Commonfund Ocio, Inc. manage?
Commonfund Ocio, Inc. manages 31 private funds with combined gross assets of $16 billion.
How many employees does Commonfund Ocio, Inc. have?
Commonfund Ocio, Inc. reports 47 employees.
Where is Commonfund Ocio, Inc. located?
Commonfund Ocio, Inc. is based in Norwalk, CT and has been SEC-registered since 1999.
Does Commonfund Ocio, Inc. disclose fund performance?
Commonfund Ocio, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Merritt 7, Norwalk, CT 06851-1097 |
| Phone | 203-563-5000 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1965574 |
| Discloses disciplinary history | No |
Regulatory AUM
$23.94B▲ 19%
Apr '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,369 advisers
AUM vs fund managersTop 8%
Larger than 92% of 5,974 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 12%
More than 88% of 16,804 advisers
Assets under management
$23.94Bregulatory AUM
Discretionary $23.08BNon-discretionary $861.4M
Fund type mix
Other Private19
Hedge8
Real Estate4
Service providers
Auditor
Prime broker
Custodian