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Certis Capital Management Overview
Type
Multi Family Office
Year Founded
2005
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
Website:
https://www.certiscapital.com
Year Founded:
2005
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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