Amerra Capital Management, Llc
- Regulatory AUM
- $610M
- Discretionary
- $574M
- Clients
- 20
- Avg AUM / client
- $30.5M
- Accounts
- 20
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $610M | 100.0% |
Private funds (21)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $897M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Amerra Agri Fund Ii, Lp | Private Equity Fund | Delaware | $188M | 170 |
| Amerra Redwood Agri Fund, Lp | Private Equity Fund | Delaware | $127M | 2 |
| Amerra Agri Fund Iii, L.P. | Private Equity Fund | Delaware | $112M | 82 |
| Amerra Agri Multi Strategy Fund, Lp | Private Equity Fund | Delaware | $83.0M | 8 |
| Amerra Agri Offshore Master Fund Ii, L.P. master | Private Equity Fund | Cayman Islands | $64.0M | 64 |
| Amerra Agri Pe Fund, L.P. | Private Equity Fund | Delaware | $55.7M | 52 |
| Amerra Krs Agri Fund, L.P. | Private Equity Fund | Delaware | $52.7M | 2 |
| Amerra Agri Opportunity Fund, Lp | Private Equity Fund | Delaware | $52.3M | 4 |
| Amerra Agri Advantage Fund, L.P. | Private Equity Fund | Delaware | $44.7M | 1 |
| Amerra Agri Fund Ii Annex, Lp | Private Equity Fund | Delaware | $43.5M | 50 |
| Amerra Agri Offshore Master Fund Iii, L.P. master | Private Equity Fund | Cayman Islands | $33.6M | 19 |
| Amerra Krs Agri Pe Fund, L.P. | Private Equity Fund | Delaware | $8.6M | 2 |
| Amerra Aquaship Co Invest, Lp | Private Equity Fund | Delaware | $6.8M | 3 |
| Amerra Heartland Agri Fund E, L.P. | Private Equity Fund | Delaware | $6.7M | 2 |
| Amerra Heartland Agri Fund B, L.P. | Private Equity Fund | Delaware | $5.2M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nishikawa, Roberto, Massaru | Director | Apr 2022 (4y) | Less than 5% | |
| Friedman, Sam, Harris | Director | Jun 2022 (4y) | Less than 5% | |
| Schwarzfeld, Karl, Whitman | Chief Operating Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M.D. Sass Finstrat Amerra Capital Holdings, Llc | Limited Partner | Jan 2015 | B | 25% – 50% of Amerra Capital Management, L.P. (indirect) |
| Macquarie Americas Corp. | Limited Partner | Jan 2015 | B | 25% – 50% of Amerra Capital Management, L.P. (indirect) |
| Tashjian Capital Llc | Limited Partner | Jan 2015 | B | 25% – 50% of Amerra Capital Management, L.P. (indirect) |
Undisclosed: 85% – 100% 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.
Private funds (21, $897M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Amerra Agri Fund Ii, Lp | Private Equity Fund | $188M | $1.0M | 170 |
| Amerra Redwood Agri Fund, Lp | Private Equity Fund | $127M | $124M | 2 |
| Amerra Agri Fund Iii, L.P. | Private Equity Fund | $112M | $1.0M | 82 |
| Amerra Agri Multi Strategy Fund, Lp | Private Equity Fund | $83.0M | $360M | 8 |
| Amerra Agri Offshore Master Fund Ii, L.P. | Private Equity Fund | $64.0M | $1.0M | 64 |
| Amerra Agri Pe Fund, L.P. | Private Equity Fund | $55.7M | $1.0M | 52 |
| Amerra Krs Agri Fund, L.P. | Private Equity Fund | $52.7M | $70.0M | 2 |
| Amerra Agri Opportunity Fund, Lp | Private Equity Fund | $52.3M | $125M | 4 |
| Amerra Agri Advantage Fund, L.P. | Private Equity Fund | $44.7M | $105M | 1 |
| Amerra Agri Fund Ii Annex, Lp | Private Equity Fund | $43.5M | $1.0M | 50 |
| Amerra Agri Offshore Master Fund Iii, L.P. | Private Equity Fund | $33.6M | $1.0M | 19 |
| Amerra Krs Agri Pe Fund, L.P. | Private Equity Fund | $8.6M | $30.0M | 2 |
| Amerra Aquaship Co Invest, Lp | Private Equity Fund | $6.8M | $250K | 3 |
| Amerra Heartland Agri Fund E, L.P. | Private Equity Fund | $6.7M | $100M | 2 |
| Amerra Heartland Agri Fund B, L.P. | Private Equity Fund | $5.2M | $100M | 2 |
| Amerra Agri Fund Ii Annex 2, Lp | Private Equity Fund | $4.4M | $50.0K | 18 |
| Amerra Agri Offshore Master Fund, L.P. | Private Equity Fund | $4.0M | $1.0M | 23 |
| Amerra Andromeda Co Invest Ii, Lp | Private Equity Fund | $1.7M | $200K | 10 |
| Amerra Agri Fund, Lp | Private Equity Fund | $1.5M | $1.0M | 37 |
| Amerra Andromeda Co Invest, Lp | Private Equity Fund | $924K | $7.0M | 2 |
| Amerra Pipeline Co Invest, Lp | Private Equity Fund | $51 | $200K | 6 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.54 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $1.3M (0% of AUM) Mar 2019
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗