Multi-Family OfficeRIA · CRD 312875SEC-RegisteredPrivate Fund Adviser

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Kera Capital Partners

Kera Capital Partners was established by Michael McCabe, George Choe and Bryan Buchert to provide discretionary wealth management in a fiduciary capacity.

Kera Capital Partners logo

Kera Capital Partners

Kera Capital Partners was established by Michael McCabe, George Choe and Bryan Buchert to provide discretionary wealth management in a fiduciary capacity. The founders left prior advisory firms to create a platform focused on client interests rather than product distribution. The firm serves a community of entrepreneurs, executives and families through integrated tax, estate and investment services. The office allocates across private equity, real estate, private credit, hedge funds and infrastructure. It executes direct co-investments and SPVs alongside buyout and Series B opportunities. Confirmed holdings include Coinbase Global Inc., iShares Bitcoin Trust and iShares Ethereum Trust. A North American data center portfolio and core mixed-use real estate portfolio form part of the real-asset exposure. All activity remains within North America. The firm reports no disclosed headcount or additional offices beyond its San Jose headquarters. It maintains philanthropic structures including donor advised funds, charitable remainder trusts and private foundations. In 2025 the firm received a 5-star ranking in Newsweek’s 2026 list of America’s Top Financial Advisory Firms. The same year it continued to manage segregated assets and consolidated reporting for clients. Kera Capital Partners operates as a multi-family office that supplies single-family-office service levels at traditional-advisor cost. Clients access one point of contact for tax preparation, estate planning, banking, lending, private investment sourcing and insurance. This integrated model replaces fragmented external providers with internal coordination across all mandates.

General information

Firm type

Multi Family Office

Year founded

2021

AUM

1069 (Altss estimate)

Location

Region

North America

Country

United States

City

San Jose

Corporate office

San Jose, United States

Principals

Michael McCabe

Owner and Partner

George Choe

Owner and Partner

Bryan Buchert

Owner and Partner

Cary M. Allison

Investment Advisor

Helena Sandoval

Investment Advisor

Sector focus

FinTechIndustrial TechHealthcare ServicesEnterprise SoftwareBiotech

Frequently asked questions

Who runs investment decisions at Kera Capital Partners?

Michael McCabe, George Choe and Bryan Buchert serve as owners and partners. Cary M. Allison and Helena Sandoval act as investment advisors. The partners retain final authority over discretionary mandates.

Does Kera Capital Partners participate in fund commitments or only direct deals?

The firm uses both structures. It commits to hedge funds and private equity vehicles while also executing direct co-investments and SPVs in buyout and Series B rounds.

What investment stages does Kera Capital Partners typically target?

Confirmed stages include buyout and Series B. The office also holds public positions through vehicles such as iShares Bitcoin Trust and Coinbase Global Inc.

Which sectors does Kera Capital Partners explicitly avoid?

No explicit avoidance list appears in public materials. Current exposures concentrate in FinTech, Industrial Tech, Healthcare Services, Enterprise Software and Biotech.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any single family branch. The client base consists of entrepreneurs, executives and owners of closely held businesses.

Does Kera Capital Partners maintain philanthropic structures, and how are they separated?

The firm offers donor advised funds, charitable remainder trusts and private foundations. These vehicles are managed as segregated mandates within the same fiduciary platform.

What is Kera Capital Partners known posture on co-investments alongside external GPs?

The office executes direct co-investments and SPVs. It also participates in club-style opportunities through its network of institutional investors and family offices.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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