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 registered investment adviser organized as a corporation and first registered with the SEC in 2021. The firm functions as a capital allocator for both individual & family and institutional clients, offering financial planning and portfolio management across individuals, pooled vehicles, businesses and institutions. Services include selection of other advisers and fee arrangements that can be percentage of AUM, hourly, or fixed-fee. 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 12
Matthew 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 77Active vs passive
$485M in ETFs
75%
$362M
23%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $51.8M | 69,318 | 10.68% |
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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