AUMdb

Ceres Partners, Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 290937 · SEC file 801-114192 · South Bend, IN · WWW.CERESPARTNERS.COM
☆ Save with Pro ADV data as of Apr 30, 2026
Regulatory AUM
$2.0B
Discretionary
$2.0B
Clients
5
Avg AUM / client
$391M
Accounts
5
Employees
21

AUM over time

$102M $2.0B
Sep 2018 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $2.0B 100.0%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of May 2024 · $377M combined gross assets

FundTypeDomicileGross assetsOwners
Ceres Farmland, Llc master Real Estate Fund Delaware $341M 9
Ceres Sustainable Food & Agriculture Bridge Fund, Lp Private Equity Fund Delaware $25.5M 31
Ceres Food & Agriculture Opportunity Fund, L.P. Private Equity Fund Delaware $10.3M 41

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Local 475 Pension Plan Board Of Trustees Local 475 Pension Plan 2024

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Vieth, Perry, John Senior Managing Member & President Apr 2009 (17y) 50% – 75%
Zick, Brandon Chief Investment Officer Nov 2010 (16y) 5% – 10%
Passios, James Trustee/Property Manager Jan 2012 (15y) 5% – 10%
Goodman, Bennett, Jay Member Oct 2018 (8y) 10% – 25%
Stickley Jr., Lawrence, Anthony Chief Financial Officer Jan 2023 (4y) Less than 5%
Vieth, Patrick, John Director Of Legal Affairs And Chief Compliance Officer Jan 2023 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
James N. Passios Trust Member Jan 2024 A 5% – 10%
Rexhame Beach Llc Member Oct 2018 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $377M gross assets)

FundTypeGross assetsMin. investmentOwners
Ceres Farmland, Llc Real Estate Fund $341M $250K 9
Ceres Sustainable Food & Agriculture Bridge Fund, Lp Private Equity Fund $25.5M $100K 31
Ceres Food & Agriculture Opportunity Fund, L.P. Private Equity Fund $10.3M $100K 41

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Local 475 Pension Plan Board Of Trustees Local 475 Pension Plan 314 $88.2M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/30/2026 1.71 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.

View current Form ADV (SEC/IAPD) ↗