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KERA CAPITAL PARTNERS
Legal name: KERA CAPITAL PARTNERS, INC.
CRD 312875File 801-120454
APPROVED
Retail clients
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.34B
Non-discretionary $19.5M
Clients
329
1,045 accounts
Employees
13
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 9, 2021
- Principal office
- 1760 THE ALAMEDA, SAN JOSE, CA, 95126
- Phone
- 408-668-2201
- Website
- https://www.keracapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $19.5M
- Discretionary accounts
- 984
- Non-discretionary accounts
- 61
- Total accounts
- 1,045
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $174.8M |
| Charitable organizations | Fewer than 5 | $79K |
| High net worth individuals | 282 | $1.16B |
| Pooled investment vehicles | 6 | $22.7M |
| Individuals (other than high net worth individuals) | 28 | $6.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 306 | 329 | increased by23 |
| Apr 1, 2026 | AUM | $1,069,762,426 | $1,364,403,650 | increased by$294,641,224 |
| Apr 1, 2026 | Accounts | 889 | 1,045 | increased by156 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 282 | 306 | increased by24 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $808,085,722 | $1,069,762,426 | increased by$261,676,704 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 802 | 889 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 12 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 108 | 282 | increased by174 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $118,224,184 | $808,085,722 | increased by$689,861,538 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 187 | 802 | increased by615 |
| Mar 1, 2022 | Clients | 83 | 108 | increased by25 |
| Mar 1, 2022 | AUM | $115,220,767 | $118,224,184 | increased by$3,003,417 |
| Mar 1, 2022 | Accounts | 178 | 187 | increased by9 |
| Dec 1, 2021 | Registration | APPROVED-120 | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KERA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KERA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.