ERA Capital Management LLC logo

ERA Capital Management LLC

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Client AUM

$34,200,000

Clients

127

Advisors

1

of 1 employees

About

Era Capital Management LLC provides discretionary investment management and related consulting to individuals (including high-net-worth clients), trusts, estates, charitable organizations, foundations, corporations and other entities. The firm offers portfolio construction, securities selection and periodic advisory projects on an hourly or fixed‑fee basis and does not impose a minimum account size.

The firm’s investment approach is model-driven and tailored to client objectives, relying primarily on proprietary technical, mathematical and statistical analysis to identify entry and exit points. Its suite of seven core models spans an individual-stock Strategic Growth Opportunities strategy (targeting fundamentally sound companies with market capitalizations above $2 billion), actively managed ETF and mutual fund equity and fixed‑income strategies, a high‑yield core fixed‑income option, and lower‑turnover “Prudent” portfolios.

Noteworthy features include acting as a subadviser to other advisors and operational use of Goldman Sachs Custody Solutions’ twice‑daily window trading with dollar‑based and fractional‑share execution, which affects trade timing and execution mechanics. The firm states it does not enter into soft‑dollar arrangements and is unaffiliated with broker‑dealers, and it routinely offers fixed or hourly consulting assignments in addition to discretionary management.

Client services

Portfolio management

Expertise

Active portfolio management Passive / index investing Concentrated stock management

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Fee options

Fixed

Customized fixed fees based on scope of project, negotiated in advance

Percentage

$0 - $250,000: 1.50% annually $250,000 - $750,000: 1.25% annually $750,000+: 1.00% annually

Project-based

$100 to $200 per hour

Main office

Kennewick WA

Advisors at this office

1

Most active in

Texas · Washington

Also doing business as

Deschenes, Jacob · Era Capital Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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