Certis Capital Management

Also known as Certis, Merus Advisors

Multi Family Office (MFO)Santa Barbara, United StatesFounded 2005
$280M
Assets Under Management
Santa Barbara
Headquarters

About Certis Capital Management

Certis Capital Management is a multi-family office based in Santa Barbara, California. Established in 2005, the firm provides services that include objective investment guidance, oversight of professional services, contingency planning, beneficiary, and generational advocacy, strategic philanthropic advice, transfer of wealth issues, family financial awareness, and education. The firm also provides investment advisory services. Certis Capital Management's investment portfolio is valued at $283.45 million as of October 10, 2023, investing in private equity, real estate, and hedge funds. Investments in private equity include buyout, diversified private equity, private equity growth expansion, and venture capital fund strategies.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsHedge FundsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinancial ServicesFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Certis Capital Management?

Certis Capital Management is a multi family office (mfo) based in Santa Barbara, United States, managing approximately $280M in assets.

Where is Certis Capital Management headquartered?

Certis Capital Management is headquartered in Santa Barbara, United States.

How much does Certis Capital Management manage?

Certis Capital Management manages approximately $280M in assets under management.

When was Certis Capital Management founded?

Certis Capital Management was founded in 2005.

What does Certis Capital Management invest in?

Certis Capital Management focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Certis Capital Management?

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