Kera Capital Partners

Kera Capital Partners serves individual and high‑net‑worth clients as well as institutional clients such as retirement plans, foundations, corporations and pooled private funds, managing assets across a multi‑advisor platform with over $1.3 billion in AUM. The firm provides discretionary and non‑discretionary portfolio management, targeted consulting on topics like estate and retirement planning, participant account management, and acts as an adviser to special purpose pooled vehicles offered to qualified investors.

Kera combines fundamental and quantitative analysis with third‑party tools and continuous monitoring to build asset‑allocation portfolios primarily using equities, fixed income, ETFs, options and mutual funds, with the ability to include private or alternative investments where appropriate. Portfolios are tailored to client objectives and risk tolerances, with rebalancing and reporting supported by technology platforms such as Orion and Addepar and custody relationships with institutional custodians.

Distinctive features include the firm’s role as adviser to private pooled vehicles and its side‑by‑side management of those vehicles alongside wealth management accounts, a structure the brochure discloses and for which it describes policies to address related conflicts of interest. The firm does not emphasize comprehensive, ongoing financial planning (offering limited‑scope consulting instead), and some advisers are licensed to sell insurance products—both points the firm discloses as areas that may present conflicts and that are managed through its policies.