Certis Capital Management

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Certis Capital Management Overview

Type
Multi Family Office
Year Founded

General Information

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.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Santa Barbara, CA, United States

Portfolio & Notable Allocations

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