The KERA CAPITAL PARTNERS is a privately held investment adviser that advises $1.36Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. KERA CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2,325.87% over the last 5-years.
The Group has been registered with the SEC for 5.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1760 THE ALAMEDA, SAN JOSE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 8 investment and 5 non-investment staff. The total number of Employees increased by 160% over the last 5-years.
Their $1.36Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $1.16Bn or 85.04% of Total Assets and Corporations or Other Businesses own $174.75mn or 12.81% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
KERA CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.