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| Ceera Investments LLC
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|---|---|
| CRD # | 135179 |
| SEC # | 801-120765 |
| CIK # | 0001860698 |
| AUM | 303.7 M (2026-03-28) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-364-6770 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001860698 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 10.0 | ||
| Facebook Inc | 8.6 | ||
| Apple Inc | 6.5 | ||
| American Express Co | 6.4 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| FleetCor Technologies Inc | 4.6 | ||
| Intuit Inc | 4.5 | ||
| UnitedHealth Group Inc | 4.4 | ||
| Workday Inc | 4.4 | ||
| Tradeweb Markets Inc | 4.0 | ||
| Yelp Inc | 4.0 | ||
| Salesforce Com Inc | 4.0 | ||
| Global Payments Inc | 3.9 | ||
| Veeva Systems Inc | 3.7 | ||
| Paypal Holdings Inc | 3.3 | ||
| Adobe Systems Inc | 3.3 | ||
| Mastercard Inc | 3.3 | ||
| Paychex Inc | 3.0 | ||
| Freshworks Inc | 2.9 | ||
| Coupang Inc | 2.7 | ||
| Kenvue Inc | 2.7 | ||
| Docusign Inc | 2.7 | ||
| Fair Isaac Corp | 2.6 | ||
| Gitlab Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 23.3 |
| (b) Individuals (high net worth individuals) | 100 | 238.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 15.2 |
| (h) Charitable organizations | 3 | 10.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 16.2 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 303.7 |
| By Discretionary | ||
| Discretionary | 458 | 303.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 303.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.7 | |
| United States Persons | 289.1 | |
| Total | 458 | 303.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001860698] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nautilus Advisors LLC
✚
|
CA | 304.3 M |
|
Vestment Financial LLC
✚
|
MN | 304.3 M |
|
Oakwood Capital Inc
✚
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MN | 304.2 M |
|
Wise Wealth LLC
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MO | 304.2 M |
|
Thryve Wealth Management LLC
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CA | 304.0 M |
|
Signature Resources Capital Management LLC
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CA | 303.9 M |
|
GBC Investment Group LLC
✚
|
303.9 M | |
|
Guilbault Capital LLC
✚
|
LA | 303.8 M |
|
Integrated Financial Solutions Inc
✚
|
VA | 303.3 M |
|
Beckerman Institutional LLC
✚
|
NJ | 303.3 M |