ERA Capital Management LLC

RIASEC Registered
Total AUM
$34.2M
Discretionary
$34.2M
100% of AUM
Avg account
$269K
Accounts
127
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
168089
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals77.78%
  • HNWI22.22%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ERA Capital Management LLC is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly advisory fees, and it reports being primarily focused on individual and family clients rather than institutional mandates. ERA Capital tends to build client portfolios around public mutual funds and similar pooled products while supplementing core allocations with private placement opportunities and real estate exposure. The adviser does not identify as an active ESG investor and does not function as a capital allocator to external managers in a broad institutional sense.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 23%, Other 22%, Exchange Traded Equities 11%44%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents23%
  • Other22%
  • Exchange Traded Equities11%

Contacts

1 of 1
  • Jacob Deschenes

    Jacob Deschenes

    Investment Advisor & Portfolio ManagerCRD 5170039

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth