Also known as Certis, Merus Advisors
Certis Capital Management is a multi-family office in Santa Barbara, California, established in 2005. Its services include objective investment guidance, oversight of professional services, contingency planning, beneficiary and generational advocacy, strategic philanthropic advice, wealth transfer issues, family financial awareness and education. It also provides investment advisory services. As of October 10, 2023, the investment portfolio is valued at $283.45 million and is invested in private equity, real estate and hedge funds. Private equity strategies include buyout, diversified private equity, private equity growth expansion and venture capital funds.
Public regulatory records matched to Certis Capital Management from SEC and IRS filings.
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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 Venture Capital - Later Stage, Growth/Expansion, Hedge Fund, Buyout, Private Equity, Real Estate - General, Venture Capital, Venture Capital - Early Stage.
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