ERA Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 168089
- Website
- www.eracapitalmanagement.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals77.78%
- HNWI22.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ERA Capital Management LLC is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly advisory fees, and it reports being primarily focused on individual and family clients rather than institutional mandates. ERA Capital tends to build client portfolios around public mutual funds and similar pooled products while supplementing core allocations with private placement opportunities and real estate exposure. The adviser does not identify as an active ESG investor and does not function as a capital allocator to external managers in a broad institutional sense.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents23%
- Other22%
- Exchange Traded Equities11%
Contacts
1 of 1
Jacob Deschenes
Investment Advisor & Portfolio ManagerCRD 5170039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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