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Commonfund Ocio, Inc.

● SEC registered since 1999CRD 110689SEC# 801-56548Norwalk, CT
Export (members)
Ranks #515 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$22.66B
Fund GAV
$14.93B
Private funds
32
Employees
42
Accounts
153
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 $22.7 billion in regulatory assets under management and employs 42 people. Commonfund Ocio, Inc. manages 32 private funds with combined gross assets of $14.9 billion, including Commonfund Ocio Global Equity, LLC. By regulatory assets, it ranks 515 of 6,004 private fund managers.

Commonfund Ocio, Inc. private funds

32 funds · $14.93B GAV
FundTypeGross assetsMin.
Commonfund Ocio Global Equity, LLCHedge$4.46B$500K
Cf Acp, LLCOther Private$1.77B$1M
Commonfund Global Absolute Alpha CompanyHedge$1B$1M
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Commonfund Ocio, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Carolyn Nichols Blanch ControlTreasurer; Vice PresidentUnder 5%2017
Commonfund Holding Company, Inc. ControlDelaware CorporationOver 75%1999
Dana James Moreau ControlVice PresidentUnder 5%2019
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Frequently asked questions

How much does Commonfund Ocio, Inc. manage?

Commonfund Ocio, Inc. reports $22.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Commonfund Ocio, Inc. manage?

Commonfund Ocio, Inc. manages 32 private funds with combined gross assets of $14.9 billion.

How many employees does Commonfund Ocio, Inc. have?

Commonfund Ocio, Inc. reports 42 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

Address601 Merritt 7, Norwalk, CT 06851-1097
Phone203-563-5000
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1965574
Discloses disciplinary historyNo

Regulatory AUM

$22.66B▲ 12%
Apr '25 — $20.19BMay '25 — $20.19BJun '25 — $20.19BJul '25 — $20.19BAug '25 — $20.19BSep '25 — $22.66BOct '25 — $22.66BNov '25 — $22.66BDec '25 — $22.66BJan '26 — $22.66BFeb '26 — $22.66BMar '26 — $22.66BApr '26 — $22.66BMay '26 — $22.66BJun '26 — $22.66B
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 9%
Larger than 91% of 6,004 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$22.66Bregulatory AUM
Discretionary $20.44BNon-discretionary $2.22B

Fund type mix

Other Private19
Hedge8
Real Estate3
Private Equity2

Service providers

Auditor
Prime broker
Administrator