{"url":"https://nivawealth.com/firms/ceres-partners-290937","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290937","regulatoryAum":1955021758,"crd":"290937","history":[{"filedOn":"2021-03-29","regulatoryAum":173017000,"clients":3,"employees":21,"offices":2},{"filedOn":"2022-03-22","regulatoryAum":250098000,"clients":3,"employees":23,"offices":2},{"filedOn":"2023-07-31","regulatoryAum":1549184975,"clients":5,"employees":21,"offices":2},{"filedOn":"2024-05-03","regulatoryAum":1601250305,"clients":5,"employees":21,"offices":3},{"filedOn":"2025-05-01","regulatoryAum":1764679001,"clients":5,"employees":22,"offices":3},{"filedOn":"2026-04-30","regulatoryAum":1955021758,"clients":5,"employees":21,"offices":2}],"secFileNumber":"801-114192","legalName":"Ceres Partners, LLC","displayName":"Ceres Partners","slug":"ceres-partners-290937","website":"https://cerespartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/290937/9bd19acff552fa8e-r1.webp","tone":"light","width":338,"height":200,"sourceUrl":"https://www.cerespartners.com/","sourceLabel":"Ceres Partners, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"http://www.linkedin.com/company/ceres-partners/","founded":null,"organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"806 Howard St, Suite 200","city":"South Bend","state":"IN","stateName":"Indiana","country":"United States","postalCode":"46617"},"tradeNames":[],"registration":{"secApproved":"26 October 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":21,"advisory":16,"brokerDealerReps":5,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1955021758,"discretionary":1955021758,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":1955021758}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ceres Partners has custody of $1.96B in client assets for 5 clients.","leadership":[{"name":"Lawrence Stickley Jr.","title":"Chief Financial Officer","crd":"7895810"},{"name":"Patrick Vieth","title":"Director of Legal Affairs and Chief Compliance Officer","crd":"7692096"},{"name":"Perry Vieth","title":"CEO and Founder","crd":"1757071"},{"name":"Brandon Zick","title":"Chief Investment Officer","crd":"4939276"}],"ownership":[{"label":"Wisdomtree Farmland Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since October 2025."},{"label":"Wisdomtree, Inc.","detail":"Indirect owner: a shareholder of Wisdomtree Farmland Holdings, LLC in the 75% or more band and a control person, since October 2025.","parent":"Wisdomtree Farmland Holdings, LLC"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Indiana","offices":1,"addresses":[{"street":"806 Howard St, Suite 200","city":"South Bend","headquarters":true}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"18 Shipyard Drive","city":"Hingham"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"855-242-3737","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290937/PDF/290937.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ceres Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ceres Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ceres Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ceres Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ceres Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ceres Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ceres Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}