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Family Office - Multi • Santa Barbara, United States

Certis Capital Management

Certis Capital Management is a family office - multi based in Santa Barbara, United States, founded in 2005. Verified contact details, AUM data, and investment preferences on FindLPs.

$280M
Assets Under Mgmt
2005
Year Founded
Family Office - Multi
Investor Type
Santa Barbara, United States
Headquarters
About

Certis Capital Management

Certis Capital Management is a multi-family office based in Santa Barbara, California. Established in 2005, the firm provides services that include objective investment guidance, oversight of professional services, contingency planning, beneficiary, and generational advocacy, strategic philanthropic advice, transfer of wealth issues, family financial awareness, and education. The firm also provides investment advisory services. Certis Capital Management's investment portfolio is valued at $283.45 million as of October 10, 2023, investing in private equity, real estate, and hedge funds. Investments in private equity include buyout, diversified private equity, private equity growth expansion, and venture capital fund strategies.

Investment Focus

What Certis Capital Management Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Debt Management, Equity/Mutual Funds, ETFs, Hedge Funds, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Alternative Investments, Financial Services, Finance, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 801 Garden Street\nSuite 300\nSanta Barbara, CA\n93101\nUnited States

Contact Certis Capital Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.