Certis Capital Management
Certis Capital Management is a multi-family office headquartered in Santa Barbara, United States.

Certis Capital Management
Certis Capital Management is a multi-family office headquartered in Santa Barbara, United States. Founded in 2005 to steward wealth generated from the sale of a third-generation family business in California’s Central Valley, the firm provides discretionary investment advisory, estate planning, and generational transition services to U.S. families. It integrates public and private market expertise with strategic philanthropy—advises families on comprehensive wealth management and philanthropic strategies.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
—
Location
Region
North America
Country
—
City
Santa Barbara
Corporate office
801 Garden Street Suite 300
Frequently asked questions
What is Certis Capital Management?
Certis Capital Management is a multi family office headquartered in Santa Barbara.
When was Certis Capital Management founded?
Certis Capital Management was founded in 2005.
Where is Certis Capital Management headquartered?
Certis Capital Management is headquartered in Santa Barbara, in the North America region.
What does Altss track for Certis Capital Management?
Altss maintains an OSINT-verified profile of Certis Capital Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Certis Capital Management's website?
Certis Capital Management's public website is www.certiscapital.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Certis Capital Management?
Certis Capital Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Certis Capital Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Certis Capital Management?
Certis Capital Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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