CERRACAP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COSTA MESA, California
CRD number
317506
Registered since
March 7, 2022

Firm profile

FINTRX

Overview

Cerracap, LLC is a limited liability company that registered with the SEC in 2022. The firm is classified as unclassified in the dataset and is owned by a combination of a domestic entity and an individual. Cerracap does not position itself as a capital allocator or as an active ESG investor, and it is not identified as a multi-state adviser, pension consultant, or related adviser. The firm’s regulatory footprint is compact and focused on managing pooled investment vehicles rather than running a broad advisory platform for retail clients. Cerracap’s activities include acting as sponsor, general partner and managing member of pooled investment vehicles, which signals a hands-on role in structuring and operating private funds rather than providing standalone wealth-management services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Vikas Datt

    PartnerCRD 7243772

  • Saurabh Suri

    Managing PartnerCRD 6733937

  • Yogita Arora

    MemberCRD 7243725

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COSTA MESA, CA

ORANGE

Location

COSTA MESA, CA

Headquartered in COSTA MESA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
650 Town Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth