What departments does Certis Capital Management, Inc. have?

Certis Capital Management, Inc. has employees across 1 departments including Administrative.

What is the largest department at Certis Capital Management, Inc.?

The largest department at Certis Capital Management, Inc. is Administrative with 1 employees.

Where are Certis Capital Management, Inc. employees located globally?

Certis Capital Management, Inc. has employees across 2 continents and 2 countries including Singapore, United States Of America.

How has Certis Capital Management, Inc.'s team size changed over time?

Certis Capital Management, Inc.'s team has grown from approximately 7 to 9 employees based on available data.

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Certis Capital Management, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Certis Capital Management, Inc. is a Santa Barbara, California–based financial services firm that oversees investment and financial activities for a small group of families across the United States. The organization manages a range of portfolios spanning private equity, real estate, and private lending strategies, reflecting a diversified approach to wealth management for its client base. Its core role is to coordinate and administer these investment activities for select families, addressing their needs for multiple asset classes within a single advisory framework. The firm operates with a small team, emphasizing a confidential and focused service model typical of boutique wealth and investment management firms.

Certis Capital Management, Inc. Global Highlights

North America
13

United States Of America
13

Asia
1

Singapore
1

Certis Capital Management, Inc.'s Leadership

J. D.
Director Of Portfolio Management
Mobile Phone
Email
T. A.
Office Manager
Mobile Phone
Email

Certis Capital Management, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Certis Capital Management, Inc.

Name

Title

Contact

Location

Last Update

J. D.
Director Of Portfolio Management
Mobile Phone
Email
Oct 24, 2024
T. A.
Office Manager
Mobile Phone
Email
Jul 03, 2025

Frequently Asked Questions

What is Certis Capital Management, Inc. known for?

Certis Capital Management, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-805-965-****

. Explore Certis Capital Management, Inc.'s company overview page for more information.

What is Certis Capital Management, Inc.'s most common email format?

Certis Capital Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certis Capital Management, Inc. email formats with LeadIQ.

How many employees does Certis Capital Management, Inc. have currently?

Certis Capital Management, Inc. has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Certis Capital Management, Inc.'s key employees and leadership?

As of July 2026, Certis Capital Management, Inc.'s key employees include:

Director Of Portfolio Management: J. D.
Office Manager: T. A.

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Certis Capital Management, Inc. Employee Directory

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