Ceera Investments, Llc
- Regulatory AUM
- $304M
- Discretionary
- $304M
- Clients
- 187
- Avg AUM / client
- $1.6M
- Accounts
- 458
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 28, 2026
Investments (13F portfolio — 93 positions, $227,984,026)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $38,058,412 | 393,572 | 16.7% | 12.5% |
| 2 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $19,998,643 | 395,152 | 8.77% | 6.58% |
| 3 | Alphabet Inc | CAP STK CL A | $9,975,169 | 34,689 | 4.38% | 3.28% |
| 4 | Meta Platforms Inc | CL A | $8,615,706 | 15,059 | 3.78% | 2.84% |
| 5 | Apple Inc | COM | $6,501,173 | 25,616 | 2.85% | 2.14% |
| 6 | American Express Co | COM | $6,436,169 | 21,278 | 2.82% | 2.12% |
| 7 | Vanguard Index Fds | S&P 500 ETF SHS | $5,700,627 | 9,540 | 2.5% | 1.88% |
| 8 | Wisdomtree Tr | WISDOMTREE US VA | $4,897,352 | 51,698 | 2.15% | 1.61% |
| 9 | Costco Wholesale Corporation | COM | $4,861,582 | 4,879 | 2.13% | 1.6% |
| 10 | Corpay Inc | COM SHS | $4,591,240 | 15,778 | 2.01% | 1.51% |
| 11 | Intuit | COM | $4,544,746 | 10,511 | 1.99% | 1.5% |
| 12 | Spdr Series Trust | STATE STREET SPD | $4,494,149 | 79,430 | 1.97% | 1.48% |
| 13 | Unitedhealth Group Inc | COM | $4,447,417 | 16,436 | 1.95% | 1.46% |
| 14 | Workday Inc | CL A | $4,418,969 | 34,013 | 1.94% | 1.45% |
| 15 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $4,110,543 | 21,418 | 1.8% | 1.35% |
| 16 | Tradeweb Mkts Inc | CL A | $4,045,621 | 34,384 | 1.77% | 1.33% |
| 17 | Yelp Inc | CL A | $4,027,969 | 162,812 | 1.77% | 1.33% |
| 18 | Salesforce Inc | COM | $4,027,032 | 21,573 | 1.77% | 1.33% |
| 19 | Global Pmts Inc | COM | $3,868,404 | 57,480 | 1.7% | 1.27% |
| 20 | Veeva Sys Inc | CL A COM | $3,650,390 | 20,781 | 1.6% | 1.2% |
| 21 | Paypal Hldgs Inc | COM | $3,328,385 | 73,588 | 1.46% | 1.1% |
| 22 | Adobe Inc | COM | $3,275,260 | 13,474 | 1.44% | 1.08% |
| 23 | Mastercard Incorporated | CL A | $3,257,284 | 6,519 | 1.43% | 1.07% |
| 24 | Paychex Inc | COM | $2,979,806 | 32,347 | 1.31% | 0.98% |
| 25 | Freshworks Inc | CLASS A COM | $2,948,600 | 367,198 | 1.29% | 0.97% |
Top 25 of 93 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $23.3M | 7.69% |
| High net worth individuals | 100 | $239M | 78.6% |
| Pension and profit sharing plans | 16 | $15.2M | 5.0% |
| Charitable organizations | 3 | $10.1M | 3.34% |
| Corporations and other businesses | 11 | $16.2M | 5.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Coastal Energy Corporation 401(k) Profit Sharing Plan Coastal Energy Corporation | 2024 | |
| Velocity Clinical Research 401(k) Plan Velocity Clinical Research, Inc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rajesh Chelapurath | Chief Compliance Officer, President And Managing Member | Apr 2005 (21y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Coastal Energy Corporation 401(k) Profit Sharing Plan | Coastal Energy Corporation | 115 | $4.7M | 01/01/2024 |
| Velocity Clinical Research 401(k) Plan | Velocity Clinical Research, Inc | 1,016 | $35.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $298M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗