KERA CAPITAL PARTNERS, INC.

KERA CAPITAL PARTNERS, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 312875). Regulatory assets under management: $1.4B.

Registration

• CRD: 312875
• SEC file number: 801-120454
• Type: Registered investment adviser
• Location: 1760 THE ALAMEDA, SAN JOSE, CA, 95126
• Phone: 408-668-2201
• Latest filing: 2026-07-13
• Regulatory AUM: $1.4B
• Discretionary AUM: $1.3B
• Non-discretionary AUM: $19.5M
• Clients: 13
• Accounts: 1,045

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search