# CERTUITY, LLC

CERTUITY, LLC of NORTH PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 129505
- Type: SEC-registered investment adviser
- SEC file number: 801-62580
- Location: 1295 US HIGHWAY ONE, THIRD FLOOR, NORTH PALM BEACH, FL, 33408
- Phone: 561-693-3255
- Latest filing: 2026-04-30
- Regulatory AUM: $3.3B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $1.1B
- Clients: 35
- Accounts: 1,828

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Paul Werner Felsch | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| Richard Paul Bursek | PRESIDENT, PARTNER | — |
| Leonidas Carter Mecham | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | North Palm Beach, FL |
| Mark Howard Udis | PARTNER | — |
| BROWN KEITH ALAN | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD, OWNER; MEMBER (+1 more) | — |
| CAIN ROY MICHAEL | OWNER; OWNER, CCO | — |
| WELCH WILLIAM DAVID | BOARD MEMBER | — |
| KRAMBEER JOHN MICHAEL | BOARD MEMBER, PARTNER; MANAGER; MEMBER (+5 more) | — |
| KLEIN MICHAEL GARY | MEMBER | — |
| NETTLES EVANS CLYDE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| UDIS MARK HOWARD | MEMBER; MEMBER/PARTNER; PARTNER (+4 more) | — |
| ESCHERICH CORTNER DHUVEL | DIRECTOR | — |
| NICKLAUS GARY THOMAS | MANAGER; MEMBER; VICE-CHAIRMAN OF THE BOARD | — |
| BURSEK RICHARD PAUL | BOARD MEMBER, PRESIDENT, PARTNER; MEMBER/PARTNER; MEMBER/PARTNER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER (+3 more) | — |
| KRAMBEER SUSAN R | TRUSTEE; TRUSTEE - KRAMBEER FAMILY TRUST | — |
| MECHAM LEONIDAS CARTER | CHIEF COMPLIANCE OFFICER | — |
| UDIS MEGAN LW | TRUSTEE; TRUSTEE - MARK H. UDIS AND MEGAN L.W. UDIS REVOCABLE 2015 TRUST | — |
| CHEN SEAN XIAO | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PURCELL JOHN | CHAIRMAN OF THE BOARD | — |
| BOCCELLA KARA | MEMBER/PARTNER; PARTNER | — |
| COURTNEY AMANDA KATHLEEN | MEMBER/DIRECTOR | — |
| BOCCELLA KARA SUE | BOARD MEMBER, PARTNER; BOARD MEMBER, PARTNER, OWNER; PARTNER | — |
| PURCELL JOHN ROPER | BOARD MEMBER; BOARD MEMBER, OWNER; CHAIRMAN OF THE BOARD | — |


## Private funds (27)

Mix: Private Equity Fund 25 · Hedge Fund 2

_Showing 15 of 27 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ALTS PLUS FUND, LLC | Private Equity Fund | Delaware | 206 | $138.1M | $50K |
| CAMDEN SPORTS FRANCHISE LEGACY FUND, LLC | Hedge Fund | Delaware | 163 | $85.1M | $50K |
| CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES IV | Private Equity Fund | Delaware | 90 | $64.9M | $100K |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES VII | Private Equity Fund | Delaware | 57 | $56.3M | $25K |
| CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES V | Private Equity Fund | Delaware | 80 | $48.2M | $50K |
| CAMDEN REAL ESTATE LEGACY FUND, LLC - SERIES I | Private Equity Fund | Delaware | 69 | $42.4M | $50K |
| CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES III | Private Equity Fund | Delaware | 49 | $36.4M | $100K |
| CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES II | Private Equity Fund | Delaware | 124 | $35.5M | $25K |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES II | Private Equity Fund | Delaware | 93 | $30.7M | $50K |
| CAMDEN INTERNATIONAL REAL ESTATE FUND, LLC - SERIES I | Private Equity Fund | Delaware | 59 | $29.8M | $100K |
| CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES I | Private Equity Fund | Delaware | 27 | $29.2M | $250K |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES VII | Private Equity Fund | Delaware | 57 | $25.8M | $50K |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES VI | Private Equity Fund | Delaware | 79 | $22.2M | $50K |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES III | Private Equity Fund | Delaware | 78 | $19.1M | $50K |
| CAMDEN SPECIAL OPPORTUNITIES FUND, LLC | Private Equity Fund | Delaware | 100 | $16.6M | $25K |


## Branch offices (11)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MANHATTAN BEACH | CA | 2 | (310) 698-8100 |
| — | — | 1 | (561) 693-3253 |
| — | — | 1 | (240) 401-4007 |
| — | — | 1 | (978) 943-8126 |
| MOUNTAIN VIEW | CA | 1 | (415) 835-4064 |
| NEW YORK | NY | 1 | (917) 451-2010 |
| ATLANTA | GA | 1 | (561) 693-3253 |
| NASHVILLE | TN | 1 | (561) 693-3253 |
| — | — | 1 | (561) 693-3253 |
| — | — | 1 | (561) 693-0173 |
| — | — | 1 | (629) 257-8480 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129505/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129505/similar
- Related entities: https://search.stillhousedata.com/firm/129505/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129505

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.