The CERTIS CAPITAL MANAGEMENT is a privately held investment adviser that advises $263.82mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CERTIS CAPITAL MANAGEMENT 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 1,080.21% over the last 3-years.
The Group has been registered with the SEC for 0.37 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 801 GARDEN STREET SUITE 300, SANTA BARBARA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $263.82mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $255.93mn or 97.01% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $7.89mn or 2.99% of Total Assets.
The Group's top investment strategies include ESG, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 3 Custodians and 2 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.
CERTIS CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.