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Building 2KERA CAPITAL PARTNERS

Map pinSAN JOSE, CA
Phone408-668-2201
NotebookSEC #801-120454
Total AUM
$1.4B
Employees
13
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1760 THE ALAMEDA
SAN JOSE
CA 95126
United States
Operating Hours
8:00 AM- 4:00 PM
Monday - Friday
Phone
408-668-2201
Other Offices
4

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,045
Discretionary
$1.3B
Accounts
984
Non-Discretionary
$19.5M
Accounts
61

ContactClients

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Individual Clients
28
AUM
$6.5M
HNW Individual Clients
282
AUM
$1.2B
Pooled Vehicle Clients
6
AUM
$22.7M
Charitable Organization Clients
1
AUM
$78.5K
Corporation or Business Clients
13
AUM
$174.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLANHNJNYORTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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