Kera Capital Partners

Kera Capital Partners (CRD# 312875) is a financial advisory firm headquartered in San Jose, CA. They manage $507,593,066 in 568 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1760 The Alameda, San Jose, CA 95126
https://www.keracapital.com
By the Numbers
  • Total Assets Under Management
    508
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $893,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, LA, NY, OR, TX, UT, VA, WA

Financial Advisors at Kera Capital Partners
Showing 1 - 3 of 3 top financial advisors.
1
Bryan Buchert, financial advisor Sacramento CA
Bryan Buchert
CRD#: 6313198
4101 J Street, Suite E, Sacramento, CA 95819

Bryan Buchert (CRD# 6313198) is an Investment Advisor Representative working at Kera Capital Partners in Sacramento, CA and has over 9 years of experience in the finance industry.

2
G-woon Choe, financial advisor San Jose CA
G-woon Choe
CRD#: 4626417
1760 The Alameda, San Jose, CA 95126

G-woon Choe (CRD# 4626417) is an Investment Advisor Representative working at Kera Capital Partners in San Jose, CA and has over 20 years of experience in the finance industry.

3
Henry Hien Phan, financial advisor San Jose CA
Henry Hien Phan
CRD#: 6906295
1760 The Alameda, San Jose, CA 95126

Henry Hien Phan (CRD# 6906295) is an Investment Advisor Representative working at Kera Capital Partners in San Jose, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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