KERA CAPITAL PARTNERS
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 312875
- Registered since
- March 9, 2021
- Website
- www.keracapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.04%
- Corporations / Businesses12.81%
- Pooled Investment Vehicles1.67%
- Individuals0.48%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Kera Capital Partners is an independent, SEC-registered registered investment adviser formed in 2021 and owned by an individual. The firm serves both high-net-worth individuals and institutional clients and operates as a capital allocator, combining portfolio management with financial planning and selection of outside managers. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Advisory services listed on its ADV cover portfolio management for individuals, pooled investments and institutions, financial planning, and manager selection. The firm is not identified as an active ESG investor.
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
- Exchange Traded Equities35%
- Public Funds/Mutual Funds30%
- US Government Bonds19%
- Cash & Cash Equivalents11%
- Private Funds4%
Contacts
3 of 12MATTHEW KOMER
Investment Advisor RepresentativeCRD 5908213
Brandon Lew
Investment AnalystCRD 8068876
JEFFREY SPAGNOLA
IARCRD 7929112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$436M in ETFs
76%
$332M
22%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $43.6M | 67,041 | 10.00% |
Location
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 1760 The Alameda
- Time zone
- PT (UTC-8)
- Office locations
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