Commonfund Ocio, Inc.

Overview

Commonfund Ocio, Inc. is an SEC registered investment adviser based in Norwalk, CT, registered since 1999. It reports $22.7B in assets under management across 153 accounts, with 42 employees.

Reported AUM

$22.7B

Discretionary

90%

Accounts

153

Average account

$148M

Employees

42

Registered since

1999

Jurisdictions

25

As reported in the firm's December 2025 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 8

• Timothy Titus Yates Director, President, Chief Executive Officer CRD 4610556
• Julia Grebelsky Mord Director, Chief Investment Officer, Vice President CRD 4328903
• Mark Jonathon Anson Chair, Board of Directors, Investment Committee Member CRD 2502127

5 more executive officers, with direct contact details

Location

Headquarters

601 Merritt 7
Norwalk, CT 06851

County

Western Ct

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 25 jurisdictions
• Website: podcasts.apple.com/us/podcast/commonfund-point-of-view/id1716984176

Every state, with registration dates

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