Placera Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Placera Capital Management LLC provides discretionary portfolio management services primarily to individual and high‑net‑worth clients, delivering customized investment policy statements and ongoing monitoring. The firm charges asset‑based fees for portfolio management and does not participate in wrap fee programs or accept performance‑based compensation.
Its investment approach combines fundamental and quantitative analysis with a long‑term trading strategy and a primary emphasis on equities, alongside mutual funds, fixed income, and ETFs where appropriate. Placera documents client risk tolerance and time horizon in written Investment Policy Statements and generally operates with discretionary trading authority to implement those plans.
The firm reports $35 million in discretionary assets under management across a limited number of client relationships and requires use of Schwab Institutional custody, a setup that can support larger or pooled account structures. While the brochure lists individuals and HNW clients, this combination of concentrated AUM, mandatory institutional custody, and the firm’s trading and allocation policies aligns with arrangements sometimes used to serve investment‑company or pooled vehicles—a client type that is uncommon among independent firms.
Client services
Expertise
Fee options
1.00% annually
Main office
Santa Barbara CA
Advisors at this office
1
Most active in
California · Massachusetts
Disclosures
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Business activities & affiliations
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Lawyer
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Other specialized services
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