Ceres Partners provides portfolio management for pooled vehicles. The firm advises 3 private funds.
Ceres Partners reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.96B across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $1.96B | 100.0% | $391M |
| Total | 5 | $1.96B | 100% | $391M |
- Clients
- 5
- Regulatory AUM
- $1.96B
- AUM share
- 100.0%
- Avg. per client
- $391M
Total
- Clients
- 5
- Regulatory AUM
- $1.96B
- AUM share
- 100%
- Avg. per client
- $391M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Ceres Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Wisdomtree Farmland Holdings, LLC owns 75% or more of Ceres Partners and is in turn owned by Wisdomtree, Inc. (75% or more). The leadership team of Ceres Partners includes Chief Investment Officer Brandon Zick, Chief Financial Officer Lawrence Stickley Jr. and Chief Compliance Officer Patrick Vieth. It has 21 employees, 16 of them in advisory roles.
Leadership
- Lawrence Stickley Jr.Chief Financial Officer
- Patrick ViethDirector of Legal Affairs and Chief Compliance Officer
- Perry ViethCEO and Founder
- Brandon ZickChief Investment Officer
Staff
- 21 employees
- 16 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- Owns 75% or more of Ceres Partners, LLC
Wisdomtree Farmland Holdings, LLC
Control person · since October 2025
- Owns 75% or more of Wisdomtree Farmland Holdings, LLC
Wisdomtree, Inc.
Control person · since October 2025
Ceres Partners’ regulatory assets grew 11.3× from $173M (March 2021) to $1.96B (April 2026); clients rose from 3 to 5 and employees were 21 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.96B | 5 | 21 | 2 |
| May 2025 | $1.76B | 5 | 22 | 3 |
| May 2024 | $1.6B | 5 | 21 | 3 |
| July 2023 | $1.55B | 5 | 21 | 2 |
| March 2022 | $250M | 3 | 23 | 2 |
| March 2021 | $173M | 3 | 21 | 2 |
Besides its headquarters, Ceres Partners has 1 office, with 2 listed addresses in Indiana and Massachusetts.
Indiana · 1 listed address
- 806 Howard St, Suite 200, South BendHQ
Massachusetts · 1 listed address
- 18 Shipyard Drive, Hingham
Contact and registration details
- Legal name
- Ceres Partners, LLC
- Headquarters
- 806 Howard St, Suite 200, South Bend, IN 46617
- Website
- cerespartners.com
- Phone
- 855-242-3737
- @ceres-partners
- SEC file
- 801-114192
- Structure
- Indiana LLC
- Fiscal year end
- December
Ceres Partners has custody of $1.96B in client assets for 5 clients.
How many clients does Ceres Partners have?
Ceres Partners has 5 clients and manages $1.96 billion for them, as of April 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Ceres Partners offer?
Ceres Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ceres Partners have?
Ceres Partners has 5 investment adviser representatives registered with state securities authorities, out of 21 employees, and 16 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Ceres Partners?
Ceres Partners is owned through a holding company by Wisdomtree, Inc. Its direct owner is Wisdomtree Farmland Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Ceres Partners get paid?
Ceres Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ceres Partners registered with the SEC?
Yes, Ceres Partners has been registered with the SEC as an investment adviser since 26 October 2018. Its CRD number is 290937 and its SEC file number is 801-114192.
Source: Form ADV Part 1A, Item 1, filed 30 April 2026; IAPD firm record
How do I contact Ceres Partners?
Ceres Partners’ main office is at 806 Howard St, Suite 200, South Bend, IN 46617. Its phone number is 855-242-3737. Its website is cerespartners.com.