STATERA CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
311862
Registered since
December 14, 2020

Firm profile

FINTRX

Overview

Statera Capital, LLC is an SEC‑registered limited liability company (registered in 2020) that operates primarily as a private‑fund adviser rather than a traditional retail wealth manager. The firm reports a concentrated business model centered on managing closed‑end private equity vehicles. It is organized as a domestically owned entity and is not classified as a capital allocator; it does not report multi‑state advisory activity and does not identify as an active ESG investor. Investment activity is fund‑driven: Statera structures and advises private equity funds that pool capital from a large roster of investors. The firm’s public profile and regulatory disclosures emphasize fund management over separately managed accounts or broad advisory relationships with retail clients.

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

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Chad Clamage

    PrincipalCRD 7894507

  • Charles Hodgkins

    Managing Director and Co-founderCRD 7321699

  • Andrew Woltman

    Co-Founder and Managing DirectorCRD 7321634

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
216 N May St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth