Placera Capital Management LLC

Overview

Placera Capital Management LLC is a small, single-office registered investment adviser that runs discretionary equity-focused portfolios for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates its portfolio construction around exchange-traded equities, using both ETFs and individual stocks as primary building blocks. Placera positions itself as a hands-on equity allocator rather than a multi-asset or ESG-focused manager — it does not identify as an active ESG investor — and it relies on separate managed account structures to implement client strategies. Investment activity centers on liquid public-market exposure, with portfolio construction driven by equity allocations and complemented by mutual funds where active or niche exposures are desired. The adviser operates as an owner-operated limited liability company and manages all client mandates on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices