Certuity

EST. AUM
$3,301,613,248

CONTACTS
12

CLIENT ACCOUNTS
1,828

Firm Details

Metro area Los Angeles
CRD Number 129505
Website certuity.com
Client types

Overview

Certuity is a $3.6 billion RIA/MFO headquartered in Los Angeles with an additional office in North Palm Beach Florida. John Krambeer founded the firm in 2003 after leaving Merrill Lynch. The firm primarily caters to UHNW individuals generally in the $5M to $150M range. In the past had utilized Fortigent as a resource for investment manager research so would have familiarity with recommended managers there. They allocate across traditional and private asset classes. In public equities they tend to have style pure managers and some fixed income SMA's. The investment directors (PMs) will be involved in the investment/manager research process. Low turnover amongst managers.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Certuity

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