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Amerra Capital Management, LLC

Amerra Capital Management, LLC is a RIA based in Manhattan, NY with $879M in AUM.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$879.1M
Total Assets
7
Accounts
$125.6M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   M.D. Sass Finstrat Amerra Capital Holdings, LLC (25% to 50%)
  •   Macquarie Americas Corp. (25% to 50%)
  •   Craig Armen Tashjian (10% to 25%)
  •   Nancy Lynn Obler Kaufman (10% to 25%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Hugh Roy Lamle Manager 02/01/2009
Craig Armen Tashjian Managing Director 02/01/2009
Nancy Lynn Obler Kaufman Managing Director 02/01/2009
Bobby Liu General Counsel/Chief Compliance Officer 02/01/2009
Philip Matthew Sivin Manager 02/01/2009

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1185 Avenue of the Americas
New York , NY 10036
Phone Number: 212-710-8033, 212-71

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees