Firm profile

AMERRA CAPITAL MANAGEMENT, LLC

ENGLEWOOD, NJCRD 155860Latest ADV March 31, 2026

Amerra Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Englewood, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $610M in regulatory assets under management, 16 employees, and 20 accounts.

Assets Under Management
$610M
Employees
16
Offices
--
Total Clients
20
Primary office
ENGLEWOOD, NJ
61 W PALISADE AVE., SUITE 2B, ENGLEWOOD, NJ, United States
ADV Item 1F location record

Leadership

4 roles identified
CCOSteven F. Gutman
CFOStephen N. Buttons
COOKarl W. Schwarzfeld

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
20

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$610Mas of March 31, 2026
Discretionary94.1%
$574M
94% of total RAUM94.1%
Non-discretionary5.9%
$36M
6% of total RAUM5.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$610M
Total Accounts20
10Y AUM Change$-1.3B (-67.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee1:1
10Y Employee Change-14 (-46.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.