Kera Capital Partners
Assets Under Management
$808.1M
Number of Clients
282
Number of Advisors
11
Average Client AUM
$2.9M
AUM per Advisor
$73.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kera Capital Partners offers investment management on a discretionary or non-discretionary basis, allocating assets among various securities. They also provide consulting services on topics like estate planning and retirement planning. The firm manages a pooled investment vehicle (special purpose vehicle) for qualified investors.
Fee Structure
Kera Capital Partners charges a fee for investment management services, including advisory services, trade entry, and investment supervision. The maximum annual advisory fee is 1.25%, billed monthly in arrears based on the average daily balance. Fees may vary based on account size and complexity. Consulting services are billed hourly (up to $250/hour) or fixed ($2,000-$20,000), as agreed upon. The firm requires a minimum of $300,000 in aggregate investable assets to become a client, but this is negotiable.
Areas of Practice
Location
1760 the Alameda, San Jose, CA, 95126