{
  "crd_number": 312875,
  "slug": "kera-capital-partners-san-jose-ca-312875",
  "primary_business_name": "KERA CAPITAL PARTNERS",
  "legal_name": "KERA CAPITAL PARTNERS, INC.",
  "dbas": [
    "KERA CAPITAL PARTNERS"
  ],
  "city": "San Jose",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-09",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 1364403650.0,
  "raum_discretionary": 1344921237.0,
  "raum_non_discretionary": 19482413.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 78541.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 6519665.0,
      "count": 28
    },
    "high_net_worth_individuals": {
      "raum": 1160331592.0,
      "count": 282
    },
    "pooled_investment_vehicles": {
      "raum": 22718960.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 174754892.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "HI",
    "IL",
    "LA",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OR",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://keracapital.com",
    "https://linkedin.com/company/keracapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312875",
  "city_as_filed": "SAN JOSE",
  "url": "https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875",
  "display_name": "Kera Capital Partners",
  "summary": "Kera Capital Partners is an SEC-registered investment advisory firm in San Jose, CA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Kera Capital Partners (CRD 312875): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Kera Capital Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kera Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Kera Capital Partners located?",
      "a": "Kera Capital Partners' principal office is in San Jose, CA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kera Capital Partners registered with the SEC or a state?",
      "a": "Kera Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312875."
    },
    {
      "q": "How much does Kera Capital Partners manage?",
      "a": "Kera Capital Partners reports $1,364,403,650 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have Kera Capital Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kera Capital Partners: Regulatory assets under management: $56,244,005 in the October 2021 data and $1,364,403,650 in the October 2026 data, up 2326%. Total employees: 5 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kera Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (282); individuals (other than high net worth individuals) (28); corporations or other businesses not listed above (13)."
    },
    {
      "q": "Which custodians does Kera Capital Partners use?",
      "a": "Kera Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kera Capital Partners report any disciplinary disclosures?",
      "a": "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/312875"
    },
    {
      "q": "What changed in Kera Capital Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in HI, NV."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 56244005.0,
      "total_employees": 5,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 118224184.0,
      "total_employees": 6,
      "filing_date": "2022-09-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 514374984.0,
      "total_employees": 9,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 507593066.0,
      "total_employees": 11,
      "filing_date": "2024-04-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1069762426.0,
      "total_employees": 12,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1364403650.0,
      "total_employees": 13,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in HI, NV."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,069,762,426 to $1,364,403,650 (+28%).",
        "Changed its office addresses in Sacramento, CA.",
        "Added an office in Park City, UT."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kera-capital-partners-san-jose-ca-312875.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 6519665.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 282,
      "fewer_than_5": false,
      "raum": 1160331592.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 22718960.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 78541.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 174754892.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312875",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}