Kera Capital Partners is an SEC registered investment adviser organized as a corporation with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 11, 2026, reports $1.4B in regulatory assets under management, 13 employees, 4 offices, and 1,045 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.7% of total clients.
Top client categories% of clientsClients
1
HNWI
85.7%
282
2
Individuals
8.5%
28
3
Corporations
4.0%
13
4
Pooled Investment Vehicles
1.8%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 11, 2026
Discretionary98.6%
$1.3B
99% of total RAUM98.6%
Non-discretionary1.4%
$19M
1% of total RAUM1.4%
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$1.4B
Total Accounts1,045
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee25:1
10Y Employee Change+8 (+160.0%)
* 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.