Advisor at Certis Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Certis Capital Management, Inc.
Location
Santa Barbara, CA 93101
Credentials
Series 63, Series 65
Industry experience
15 years
David Backens is a financial advisor at Certis Capital Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Finalis Securities LLC, Amet Partners GP, LLC, and Merus Advisors, LLC. He serves as President and Portfolio Manager at Amet Partners GP, a hedge fund investing in California Carbon Allowances. Certis Capital Management operates as a multi-family office serving high net-worth individuals and families, generally with relationships of $20 million and above. The firm provides portfolio management, financial planning, and broader family-office services, employing an investment process that emphasizes low-volatility, low-correlation allocations based on macroeconomic analysis and classic portfolio theory.
Based on Certis Capital Management, Inc.
1.00% per year
0.5% commission on sales of investor notes via Finalis Securities LLC
Account minimum: $20,000,000
38 El Paseo Building
Santa Barbara, CA 93101
California
Finalis Securities LLC
2024 - Present (2 years)
Amet Partners GP, LLC
2021 - Present (5 years)
Merus Advisors, LLC
2016 - Present (10 years)
Certis Capital Management, Inc.
2006 - Present (20 years)
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Series 63, Series 65
Santa Barbara, CA
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