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AMERRA CAPITAL MANAGEMENT, LLC

ENGLEWOOD, NJ · CRD 155860 · IAPD ↗ · 212-710-8033, 212-843-8927

$610.4MRegulatory AUM
12Advisory reps
16Employees
0Clients
n/aPlanning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — AMERRA CAPITAL MANAGEMENT, LLC grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
August 2025 — AMERRA CAPITAL MANAGEMENT, LLC moved its main office from NEW YORK, NY to ENGLEWOOD, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
33
April 2025 — AMERRA CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($897.0M -> $664.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — AMERRA CAPITAL MANAGEMENT, LLC shrank from 11 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2024 — AMERRA CAPITAL MANAGEMENT, LLC reported RAUM down 30% ($1.28B -> $897.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
56
April 2024 — AMERRA CAPITAL MANAGEMENT, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.