AMERRA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2011

Total AUM

$610M

Discretionary

$574M

94% of AUM

Avg account

$30.5M

Accounts

20

Employees

16

Advisory reps

6

Firm details

Headquarters: ENGLEWOOD, New Jersey
CRD number: 155860
Registered since: January 13, 2011
Website: www.amerracapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Amerra Capital Management, LLC is organized as an LLC and operates primarily as a private equity manager serving institutional clients. The firm provides portfolio management for pooled vehicles and for businesses or institutions and also functions as sponsor, general partner, and managing member of its pooled investment vehicles. Its compensation combines a percentage-of-assets approach with performance-based fees, and the firm reports being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

CRAIG TASHJIAN
Managing Partner and Chief Investment OfficerCRD 4032419
STEPHEN BUTTONS
Chief Financial OfficerCRD 6046791
STEVEN GUTMAN
General Counsel and Chief Compliance OfficerCRD 5131558

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Contacts

2 of 2

PAT MORABITO
PartnerCRD 2330146
NANCY OBLER KAUFMAN
Co-Founding PartnerCRD 4032484

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

ENGLEWOOD, NJ

BERGEN

Location

ENGLEWOOD, NJ

Headquartered in ENGLEWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: BERGEN
Address: 61 W Palisade Ave
Time zone: ET (UTC-5)
Office locations

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