RIA Intel›Advisers›California›KERA CAPITAL PARTNERS, INC.

KERA CAPITAL PARTNERS, INC.

Advisory

N·SAN JOSE, CA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+59.2%
3-Year CAGR
+90.4%
Employees
8
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.3B
Non-Discretionary AUM$19M
Discretionary %99.6%
Total Clients312
Team
Total Employees8
Investment Advisers13
Employee Growth (1Y)0.0%
Private Funds
Number of Private Funds6
🔒 Fund-level details including strategies, gross assets, and individual fund records
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Filing History
Total Filings on Record27
First FilingFeb 4, 2021
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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