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CEERA Investments, LLC

EST. AUM
$303,748,023

CONTACTS

CLIENT ACCOUNTS
458

Firm Details

Metro area Houston
CRD Number 135179
Website ceera.com
Client types

Overview

CEERA Investments, LLC is an SEC-registered investment adviser founded in 2005 and headquartered in Bellaire, Texas. The firm provides fee-only discretionary investment management through separately managed accounts for individuals and families. Its investment philosophy is influenced by value investing principles associated with Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, and Charlie Munger, emphasizing capital preservation and attractive long-term returns.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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