Mandate & appetite
- Preferred strategies
- Fixed Income, Hedge Funds, Infrastructure, Private Credit, Private Equity, Reinsurance & Insurance-LinkedOpportunistic, Value Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Certis Capital Management, founded in 2005 and based in California's Central Valley, operates as an independent family office providing tailored investment advisory services. They focus on wealth management for high net-worth families across equity, fixed income, private equity, venture capital, and real estate, emphasizing personalized strategies and generational wealth transfer.
Unlock mandates & allocation signals
See Certis Capital Management, Inc's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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