KERA CAPITAL PARTNERS

KERA CAPITAL PARTNERS, INC.

CRD 312875 · SEC 801-120454

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1760 THE ALAMEDA, SAN JOSE, CA, 95126, United States

Phone

408-668-2201

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.36B

Discretionary AUM

$1.34B

Team

13 total employees; 8 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	28	$6.5M
High net worth individuals	282	$1.16B
Pooled investment vehicles	6	$22.7M
Corporations/business entities	13	$174.8M

States served

AZ, CA, IL, LA, NJ, NY, OR, UT, VA, WA, TX, NH, FL

All web addresses on file

https://www.linkedin.com/company/keracapital/
https://www.keracapital.com

Official SEC filing: View on IAPD