$303.7M Total AUM
$303.7M Disc. AUM
6.5% 3Y CAGR
6 Employees
187 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Vector alphaInsight eagle
- Established Date
- 07-14-2005
- Office Locations
- 1
Office Locations
5959 West Loop South, STE 300 Bellaire TX
About Ceera Investments, LLC
Ceera Investments, LLC is a Bellaire-based RIA. The firm has been operating for 20 years. Managing $303.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$303.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
20.9 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Accredited Investors
Ember
Asset Classes
Peak north Timber harbor Element unison
Client Personas
Focus ridge
Custodian
Meridian Horizon Quantum foundation Element zenith Radial momentum Timber vector
Fund Managers
Meridian
Investment Themes
Frontier horizon
Investment Vehicles
Ember Atlas
Platform
Bridge matrix
Services
Summit Atlas Bridge insight Eagle atlas Optima eagle Zenith fusion Alpha frontier
Technology
Legacy pioneer Harbor
Owner & Executives
RAJESH CHELAPURATH
Chief Compliance Officer, Managing Member, President
- CRD
- #3114529
- Ownership
- 75% or more
(246) 518-4509
harbor.catalyst@atlascapital.com
in linkedin.com/in/pioneer-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,748,023 | $663,205 |
| Non-Discretionary | $0 | -- |
| Total | $303,748,023 | $663,205 |
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Separately Managed Accounts
Total SMA Asset: $303,748,023
Equity - Exchange:
26.2% Public Funds:
27.5% U.S. Government/Agency:
6.7% Cash:
15.1% Equity - OTC:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,683,431,967 | 26.2% |
| Public Funds | $1,766,961,034 | 27.5% |
| U.S. Government/Agency | $430,495,961 | 6.7% |
| Cash | $970,222,241 | 15.1% |
| Equity - OTC | $1,574,201,649 | 24.5% |
| Total | $6,425,312,852 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PATHWAY | GLACIER INSIGHT | BU5OIDUX7 | NRUD | 7.12% | $58,143,311 |
| PIONEER HORIZON | QUANTUM CATALYST | GW7Y427GK | OGDAK | 7.24% | $50,302,514 |
| BEACON VITAL OAK | HARBOR TIMBER | XXK6JO5RL | SGT | 2.82% | $98,036,581 |
| ZENITH FRONTIER QUANTUM | VERTEX DELTA | B2YLXGA72 | KVFM | 10.35% | $63,786,336 |
| BEACON FUSION | ATLAS CAPITAL | ICGL9IB5R | JKA | 2.12% | $72,641,120 |
| ALPHA CATALYST VERTEX | FUSION HARBOR | 3R3O4SVC3 | XLLSF | 8.52% | $44,750,480 |
| MERIDIAN SIGNAL QUANTUM | VALUE ATLAS | QFJNQV8JE | PSZPQ | 2.13% | $96,006,900 |
| FRONTIER OPTIMA BEACON | PEAK BRIDGE | ADMPPUGTJ | JQPKL | 11.34% | $60,170,975 |