Certis Capital Management, Inc.

Certis Capital Management operates as a multi‑family office serving high‑net‑worth individuals and families, typically relationships of $20 million and above, and provides investment advisory and broad family office services such as arranging credit lines, assisting with insurance claims, managing account openings/closings, handling real estate correspondence and coordinating family operating company matters. The firm reports roughly $256 million in assets under management across about 31 clients and three advisors, and it also reviews third‑party investment pitches and third‑party advisors on clients’ behalf.

The firm’s investment process combines macroeconomic analysis with classic portfolio theory, emphasizing low‑volatility, low‑correlation allocations while employing long and short equity positions and derivative instruments as described in the brochure. Certis offers both discretionary and non‑discretionary portfolio management, with most firm assets reported as non‑discretionary (about $231.7 million non‑discretionary versus $24.2 million discretionary as of December 31, 2025), and it performs due diligence on third‑party managers for clients.

Notable distinctions disclosed in the brochure include Certis’s affiliations and role in sponsoring private funds: the firm is under common control with other advisory entities and principals have ownership interests in a general partner that sponsors a pooled private partnership the firm has advised clients to invest in, a relationship the firm discloses and documents to mitigate conflicts. The brochure also notes that certain personnel are registered with a broker‑dealer and sell privately‑offered securities for commissions and use a third‑party platform, and Certis has procedures to document and periodically review such recommendations; the firm focuses exclusively on high‑net‑worth family relationships and does not serve non‑HNW individual retail clients.