P
CRD: 296936
Placera Capital Management LLC
Santa Barbara, CA
6173083104
$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
-- Santa Barbara CA
About Placera Capital Management LLC
Placera Capital Management LLC is a Santa Barbara-based RIA. The firm has been operating for 7 years. Managing $35.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
69 AVG AGE
$35.0M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Radial bridge Frontier
Investment Themes
Foundation
Investment Vehicles
Horizon
Services
Atlas Meridian value Meridian zenith Wave vertex
Owner & Executives
S
STEVEN LOUIS GOLD
Chief Compliance Officer, Managing Member, Senior Portfolio Manager
- CRD
- #2728989
- Ownership
- 75% or more
(419) 470-8021
fusion.harbor@pathwaycapital.com
in linkedin.com/in/delta-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,000,000
Equity - Exchange:
14.3% Cash:
6.6% Public Funds:
18.5% Corporate - Investment Grade:
7.0% Corporate - Non-Investment Grade:
11.1% Municipal Bonds:
21.6% U.S. Government/Agency:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $970,268,126 | 14.3% |
| Cash | $447,816,058 | 6.6% |
| Public Funds | $1,255,241,981 | 18.5% |
| Corporate - Investment Grade | $474,956,425 | 7.0% |
| Corporate - Non-Investment Grade | $753,145,188 | 11.1% |
| Municipal Bonds | $1,465,579,826 | 21.6% |
| U.S. Government/Agency | $1,418,084,184 | 20.9% |
| Total | $6,785,091,788 | 100.0% |