ERA PARTNERS LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$118M
Accounts
14
Employees
15
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
307400
Registered since
November 16, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ERA Partners LLC is a privately held limited liability company that operates as a private equity fund manager and sponsor for pooled investment vehicles. The firm is SEC-registered (since 2020) and serves an institutional client base, acting as general partner and managing member for its funds. Its stated business activities include CPO/CTA functions and portfolio management for pooled vehicles, indicating the firm both sponsors private funds and performs active trading/operational roles where required. Investment activity centers on private equity strategies delivered through pooled vehicles the firm advises or sponsors. ERA Partners uses a fee model that combines a percentage of AUM with performance-based fees and other fee arrangements, aligning upside with investors. The firm identifies as an active ESG investor, integrating environmental, social and governance considerations into its manager selection and monitoring processes. ERA Partners is not positioned as an external capital allocator; rather, it runs and manages private funds directly.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DEAN SHIN

    Chief Financial Officer & Chief Compliance OfficerCRD 2773361

Contacts

3 of 3
  • RYAN BARNES

    PrincipalCRD 2938094

  • EDMOND LEUNG

    Co-Founder & Managing PartnerCRD 4571185

  • MATTHEW CARBONE

    Managing PartnerCRD 1859641

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
650 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth