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KERA CAPITAL PARTNERS
Legal name: KERA CAPITAL PARTNERS, INC.
CRD 312875File 801-120454
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.