Investment adviser · CRD 312875
KERA CAPITAL PARTNERS
Investment adviser filing (IA)
KERA CAPITAL PARTNERS, INC.
SAN JOSE, CA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $1.36B Form ADV · Item 5.F
- Client accounts
- 1,045 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 282 | $1,160,331,592 | 85.0% |
| Corporations & businesses | 13 | $174,754,892 | 12.8% |
| Pooled investment vehicles | 6 | $22,718,960 | 1.7% |
| Individuals | 28 | $6,519,665 | 0.5% |
| Charities | Fewer than 5 | $78,541 | 0.0% |
Filing source
Form ADV 2122895 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
KERA VENTURES III, LLCOther Private Fund · Last reported Sep 24, 2026$8.93MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-5610354770
- Reported beneficial owners
- 22
- Minimum commitment
- $25K
- Form D file number
- 021-1878991
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KERA VENTURES IX, LLCOther Private Fund · Last reported Sep 24, 2026$6.21MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-8104610293
- Reported beneficial owners
- 47
- Minimum commitment
- $100K
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KERA VENTURES VII LLCOther Private Fund · Last reported Sep 24, 2026$5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-4496093941
- Reported beneficial owners
- 19
- Minimum commitment
- $100K
- Form D file number
- 021-13838
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KERA VENTURES V, LLCOther Private Fund · Last reported Sep 24, 2026$2.65MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-8216214070
- Reported beneficial owners
- 49
- Minimum commitment
- $100K
- Form D file number
- 021-1878991
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KERA VENTURES IV, LLCOther Private Fund · Last reported Sep 24, 2026$2.08MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-8642151053
- Reported beneficial owners
- 15
- Minimum commitment
- $50K
- Form D file number
- 021-1878991
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KERA VENTURES VIII LLCOther Private Fund · Last reported Sep 24, 2026$1.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-7435519472
- Reported beneficial owners
- 36
- Minimum commitment
- $15K
- Form D file number
- 021-591592
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KERA VENTURES VI LLCOther Private Fund · Last reported Sep 24, 2026$981KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-8032841269
- Reported beneficial owners
- 14
- Minimum commitment
- $50K
- Form D file number
- 021-1878991
Form ADV 2122895 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1760 THE ALAMEDASAN JOSE, CA, 95126, United States
CRD 312875
Filing source
Form ADV 2122895 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.