KERA CAPITAL PARTNERS
San Jose, California
KERA CAPITAL PARTNERS, a local investment advisory firm headquartered in San Jose, California, boasts an impressive clientele of over 20 individual clients with a remarkable $166,701,000 in assets under management. With 12 offices strategically located, KERA CAPITAL PARTNERS ensures convenient access for their clients throughout the region.
As a highly reputable firm, KERA CAPITAL PARTNERS focuses on discretionary asset management, handling 97% of the assets under their care. With a specialization in serving high net worth individuals, they possess extensive experience in managing portfolios tailored to meet the unique needs and ...
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Assets Under Mgmt
$166.7M
Investment Professionals
8
Locations
11
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: CONSULTING
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