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Director; Chief Investment Officer; Vice President; Investment Committee Chair · Commonfund Ocio, Inc.

Julia G. Mord

CRD 4328903 · Named on Form ADV at one SEC-registered adviser

At a glance

Commonfund Ocio, Inc., an SEC-registered private fund adviser based in Norwalk, CT with $23.9 billion in regulatory assets, lists Julia G. Mord on its Form ADV as Director; Chief Investment Officer; Vice President; Investment Committee Chair.

Firms and roles

  • Commonfund Ocio, Inc.Director; Chief Investment Officer; Vice President; Investment Committee ChairPrivate fund adviser · Norwalk, CT · $24B in regulatory assets

AtlasMembers

Julia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Colleagues named on the same filings (7)

  • Carolyn N. BlanchTreasurer; Vice President, Commonfund Ocio, Inc.
  • Seth W. ThomsonAssistant Secretary; Deputy General Counsel, Commonfund Ocio, Inc.
  • Mark J. AnsonChair, Board of Directors; Investment Committee Member, Commonfund Ocio, Inc.
  • Sharad A. SamySecretary; Chief Compliance Officer; General Counsel, Commonfund Ocio, Inc.
  • Timothy T. YatesDirector; President and Chief Executive Officer; Investment Committee Member, Commonfund Ocio, Inc.

2 more people named with Julia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.