Also known as Certis, Merus Advisors
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.
Public regulatory records matched to Certis Capital Management from SEC and IRS filings.
Public filings matched to Certis Capital Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Certis Capital Management is a multi family office (mfo) based in Santa Barbara, United States, managing approximately $280M in assets.
Certis Capital Management is headquartered in Santa Barbara, United States.
Certis Capital Management manages approximately $280M in assets under management.
Certis Capital Management was founded in 2005.
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.
Verified contact details, key decision-makers, and investment preferences for Certis Capital Management are available on LPbacked. Create a free account to access them.