# Amerra Capital Management, LLC

> Amerra Capital Management, LLC is an SEC-registered investment advisory firm in Englewood, NJ, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 155860
- Filed as: AMERRA CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155860
- AdvisorCensus page: https://advisorcensus.com/firm/amerra-capital-management-llc-englewood-nj-155860

## Quick answers

**How is Amerra Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Amerra Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Amerra Capital Management, LLC located?**
Amerra Capital Management, LLC's principal office is in Englewood, NJ, according to its Form ADV.

**Is Amerra Capital Management, LLC registered with the SEC or a state?**
Amerra Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 155860.

**How much does Amerra Capital Management, LLC manage?**
Amerra Capital Management, LLC reports $610,364,061 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary).

**How have Amerra Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Amerra Capital Management, LLC: Regulatory assets under management: $1,729,420,827 in the October 2021 data and $610,364,061 in the October 2026 data, down 65%. Total employees: 29 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Amerra Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Does Amerra Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155860

**What changed in Amerra Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 12.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $610,364,061
- Discretionary: $574,075,860
- Non-discretionary: $36,288,201

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $610,364,061 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [amerracapital.com](https://amerracapital.com)
- LinkedIn @amerra-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,729,420,827 | 29 | April 16, 2021 |
| October 2022 | $1,420,350,922 | 22 | June 10, 2022 |
| October 2023 | $1,276,434,057 | 16 | March 31, 2023 |
| October 2024 | $897,019,520 | 19 | March 28, 2024 |
| October 2025 | $664,516,181 | 13 | July 1, 2025 |
| October 2026 | $610,364,061 | 16 | March 31, 2026 |

Regulatory assets under management: $1,729,420,827 in the October 2021 data and $610,364,061 in the October 2026 data, down 65%.
Total employees: 29 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 12.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amerra Capital Management, LLC (CRD 155860): Form ADV filing data as of October 2026.