Shareholder · Kera Capital Partners
G-Woon Choe
CRD 4626417 · Named on Form ADV at one SEC-registered adviser
At a glance
Kera Capital Partners, an SEC-registered wealth manager based in SAN Jose, CA with $1.4 billion in regulatory assets, lists G-Woon Choe on its Form ADV as Shareholder, a control person.
Firms and roles
- Kera Capital PartnersShareholderWealth manager · SAN Jose, CA · $1.4B in regulatory assets
AtlasMembers
G-Woon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bryan BuchertShareholder / CCO, Kera Capital Partners
- Michael P. McCabeShareholder, Kera Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For G-Woon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.