Data / Investment advisers / California / Kera Capital Partners
Kera Capital Partners, San Jose, CA: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kera Capital Partners is an SEC registered investment adviser with its main office in San Jose, California and reports $1.4 billion in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals, corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 9 private funds.
The request: Watch Kera Capital Partners (CRD number 312875): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 312875
- SEC file number
- 801-120454
- SEC status
- Approved, effective March 9, 2021
- Legal name
- Kera Capital Partners, Inc.
- Main office
- 1760 the Alameda, San Jose, CA 95126
- Phone
- (408) 668-2201
- Regulatory AUM
- $1,364,403,650 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $1,344,921,237
- Non discretionary AUM
- $19,482,413
- Accounts
- 1,045
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 9: 9 other private funds
- Gross assets of private funds
- $27,458,446
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 282 | $1.16 billion |
| Corporations or other businesses | 13 | $174.8 million |
| Pooled investment vehicles | 6 | $22.7 million |
| Individuals (other than high net worth individuals) | 28 | $6.5 million |
| Charitable organizations | Fewer than 5 | $78,541 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.36 billion | March 11, 2026 |
| December 1, 2025 | $1.07 billion | September 8, 2025 |
Other advisers in San Jose
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pegasus Tech Ventures, Inc. | San Jose | $2.58 billion | 43 | adviserinfo.sec.gov |
| Werba Rubin Papier Wealth Management, LLC | San Jose | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Silicon Valley Capital Partners, L.P. | San Jose | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Concentrum Wealth Management | San Jose | $986.8 million | Not listed | adviserinfo.sec.gov |
| Clarity Wealth Advisors | San Jose | $732.9 million | Not listed | adviserinfo.sec.gov |
| Betterwealth LLC | San Jose | $659.9 million | Not listed | adviserinfo.sec.gov |
| TTP Investments, Inc. | San Jose | $570.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Jose, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Kera Capital Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.