# Ceera Investments

Ceera Investments is an Asset Manager based in Houston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** ceera.com
- **LinkedIn:** https://www.linkedin.com/company/ceera-investments-llc

## Regulatory record

- **CRD number:** 135179
- **SEC file number:** 801-120765
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135179

## About

Ceera Investments was established in 2005 as a US-based wealth manager. The firm delivers investment advisory services that encompass financial planning, tax planning, and estate planning. It works with individuals, high-net-worth individuals, and institutions. No specific asset-class allocations or named portfolio holdings appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm operates without publicly disclosed structural features that differentiate it from other wealth managers.

## Questions

### Who runs investment decisions at Ceera Investments?

No named principals or investment committee members are disclosed in public sources.

### What services does Ceera Investments provide?

The firm offers investment advisory services that include financial planning, tax planning, and estate planning.

### Which clients does Ceera Investments serve?

Ceera Investments advises individuals, high-net-worth individuals, and institutions.

## Related profiles

- [CEE Equity Partners](https://altss.com/profile/cee-equity-partners)
- [CEFS](https://altss.com/profile/cefs)

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Last updated: 2026-06-03T20:00:00.000Z

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