KERA CAPITAL PARTNERS
KERA CAPITAL PARTNERS, INC. Legal Name
Adviser information for KERA CAPITAL PARTNERS last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 555 | $502.8M |
| Non-Discretionary | 13 | $4.8M |
| Total | 568 | $507.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 23 | $4.8M |
| HNW Individuals | 184 | $284.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $19.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 12 | $198.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120454 |
|---|---|
| SEC ERA File Number | 801-120454 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312875 |
| Legal Entity Identifier | None |
Principal Office
1760 THE ALAMEDASAN JOSE
CA
United States
Monday - Friday, 8:00 AM- 4:00 PM
Tel: 408-668-2201, Fax: None
Chief Compliance Officer
BRYAN BUCHERT
SHAREHOLDER
4101 J STREET
SUITE 230
SACRAMENTO
CA
United States
Tel:
408-668-2201
B****@**********M
(Full email address available in API data)
Regulatory Contact
MICHAEL MCCABE
SHAREHOLDER
4101 J STREET
SUITE 230
SACRAMENTO
CA
United States
Tel:
408-668-2201
M******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| KERA VENTURES I, LLC | SPECIAL PURPOSE VEHICLE | $0.5M | $0.0M | 19 |
| KERA VENTURES II, LLC | SPECIAL PURPOSE VEHICLE | $1.0M | $0.0M | 19 |
| KERA VENTURES III, LLC | SPECIAL PURPOSE VEHICLE | $9.2M | $0.0M | 22 |
| KERA VENTURES IV, LLC | SPECIAL PURPOSE VEHICLE | $0.6M | $0.1M | 15 |
| KERA VENTURES V, LLC | SPECIAL PURPOSE VEHICLE | $0.3M | $0.1M | 31 |
| KERA VENTURES VI LLC | SPECIAL PURPOSE VEHICLE | $1.0M | $0.1M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BUCHERT, BRYAN | Individual | – | SHAREHOLDER / CCO | 02/2021 | 10-25% |
| CHOE, G-WOON | Individual | – | SHAREHOLDER | 02/2021 | 25-50% |
| McCabe, Michael, Patrick | Individual | – | SHAREHOLDER | 02/2021 | 25-50% |