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CEERA INVESTMENTS, LLC
CRD 135179 · SEC 801-120765
CA, United States
Phone
713-364 6770
Fax
713-355-7523
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.7M
Discretionary AUM
$303.7M
Team
6 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $23.3M |
| High net worth individuals | 100 | $238.9M |
| Pension/profit sharing plans | 16 | $15.2M |
| Charitable organizations | 3 | $10.1M |
| Corporations/business entities | 11 | $16.2M |
States served
CA, NJ, TX
All web addresses on file
Official SEC filing: View on IAPD