SourcingSourcing

COMMONFUND OCIO, INC.

C25
CRD 110689·SEC 801-56548·NORWALK, CT
AUM
$22.66B
$1B+
Est. Revenue
$226.6M
@ 1% on AUM
Est. EBITDA
$68.0M
@ 30% margin
Est. Deal Value
$543.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMMONFUND OCIO, INC.
CRD
110689
SEC file #
801-56548
EIN
000000000
DBA names
—

Economics

AUM
$22.66B
AUM band
$1B+
AUM trajectory
'20'26
$15.62B → $22.66B▲ +45%
Client mix
Charitable Organizations124
Pooled Investment Vehicles29

Operations

Employees (total)
42
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'20'26
26 advisors → 33 advisors▲ +27%
Primary office
NORWALK CT
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
12/22/2025
ADV-W filed at
—
Website
youtube.com/@commonfundgroup

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COMMONFUND HOLDING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
COMMONFUND HOLDING
ANSON, MARK, JONATHON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001556090
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2012-08-15
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
16
Edgar Form D Offerings
2025-12-182025-12-18 · 0000905148-25-004411
2025-11-102025-11-10 · 0000905148-25-003848
Edgar Former Names
Commonfund Strategic Solutions Global Equity, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street110
Morgan Stanley21
E*trade4
Fidelity2
Edgar Addresses
Mailing
601 MERRITT 7NORWALK, CT 06851
Business
601 MERRITT 7NORWALK, CT 06851
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-18 · 0000905148-25-004411
D/A2025-11-10 · 0000905148-25-003848
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
ANSON, MARK, JONATHON
Executive Officer · 2.5%
2502127
BLANCH, CAROLYN, NICHOLS
Executive Officer · 2.5%
5025237
DOBRANSKY, RUSSELL, JOSEPH
Executive Officer · 2.5%
2014103
MOREAU, DANA, JAMES
Executive Officer · 2.5%
5870902
YATES, TIMOTHY, TITUS
Executive Officer · 2.5%
4610556
MORD, JULIA, GREBELSKY
Executive Officer · 2.5%
4328903
SAMY, SHARAD, ANANTHA
Executive Officer · 2.5%
5756640
THOMSON, SETH, WILLIAM
Executive Officer · 2.5%
3042886