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Michael Patrick McCabe

Kera Capital Partners

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About Michael Patrick McCabe

Michael McCabe is an Investment Advisor Representative with Kera Capital Partners. Michael has been in the industry since 2018 and has a Series 66, Series 7TO, SIE and Series 7 license. Michael has previously worked at Morgan Stanley. The firm has offices in San Jose, CA and Bend, OR and works with high-net-worth individuals, pooled investment vehicles, corporations or other businesses, and individuals other than high-net-worth. Michael's firm provides a wide range of services, including portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles and selection of other advisers.

Firm Information

Michael McCabe is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael McCabe’s Registration & Firm History

CA

08/12/2021 - Present

Kera Capital Partners (SAN JOSE CA)

CA

05/23/2018 - 03/30/2021

MORGAN STANLEY (MENLO PARK CA)

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Licenses & Designations

BOTH

Issued 06/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick McCabe.
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