← Tributary

ERA PARTNERS LLC

SAN FRANCISCO, CA · CRD 307400 · IAPD ↗ · 415-463-3965

$1.65BRegulatory AUM
11Advisory reps
15Employees
0Clients
n/aPlanning clients
13Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — ERA PARTNERS LLC reported RAUM up 64% ($1.01B -> $1.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ERA PARTNERS LLC crossed $1B in regulatory AUM ($881.3M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
43
December 2024 — AIMPERA CAPITAL PARTNERS LLC is now doing business as ERA PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
December 2024 — ERA PARTNERS LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2024 — AIMPERA CAPITAL PARTNERS LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2024 — AIMPERA CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
54
April 2024 — AIMPERA CAPITAL PARTNERS LLC reported RAUM up 58% ($507.3M -> $802.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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