Certis Capital Management

Profile Preview — Altss

Certis Capital Management Overview

Type

Family Office - Multi

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:

Website:
https://www.certiscapital.com

Year Founded:
2005

Open To Secondaries:

Open To First Time Funds:

Institution Type:
Family Office - Multi

Primary Contact:

Title:

Email:

Corporate Office:
Santa Barbara, CA, United States

Need institutional-grade insight on family offices?

Altss delivers:

  • • Live OSINT deal alerts
  • • Allocation history by asset class
  • • Principals with verified direct contacts

Prefer a guided tour?

We’ll walk you through:

  • • Interactive funding timelines
  • • Custom mandate & allocation filters