Neva Capital (CleverAff)
- Founded
- 2009-01-01 in San Rafael, California, United States
- Headquarters
- San Rafael, California, United States
Neva Capital Management is a multigenerational family office founded in 2009 and based in San Rafael, California. The firm serves the Kessinger family and their charitable foundation, providing integrated tax and estate planning, asset allocation, and direct investment management. Its principals bring extensive experience in private equity, algorithmic securities trading, and real estate development, and they frequently partner with specialized third-party investment managers to drive value creation. Neva deploys capital directly into real estate development, trust deed mortgages and hard-money lending, public securities trading across equities, options, and futures, and early- and growth-stage private companies. The firm also operates an allocator strategy, partnering with proven fund managers that offer differentiated, low-correlation strategies. The name "Neva" derives from the snow-capped mountains of Nevada and also honors the Kessinger family's first dog. The firm's structure is designed to endure across generations, currently encompassing both the family and its charitable foundation.
Detailed Review
Overview
Neva Capital Management operates as a classic family office, managing the financial and estate-planning needs of a single wealthy family while also pursuing external investment opportunities. The firm was founded in 2009 and its headquarters are in San Rafael, California.
Business Model
Neva's business model revolves around direct investments in multiple asset classes: public securities trading (equities, options, futures), real estate development (high-end residential spec homes and multifamily construction), trust deed mortgages and hard-money lending, and early- and growth-stage venture capital. Through its allocator strategy, the firm partners with external fund managers who have demonstrated consistent performance across market cycles, with a particular interest in opportunistic dislocation strategies during periods of distress.
Leadership
The firm is led by co-founders Sara Regan and Will Kessinger, along with finance and operations manager Violette Sofaer. Sara Regan serves as CEO, overseeing day-to-day operations including investment management, estate planning, and family office administration. She brings over 15 years of experience in alternative investing. Will Kessinger provides investment philosophy and strategy guidance and also serves as Chief Investment Officer of Parthenon Capital, a $5 billion middle-market private equity firm. Violette Sofaer manages financial and tax reporting and coordination with strategic partners.
No iGaming Involvement
The available information contains no references to iGaming, gambling-related products, or the brand "CleverAff". Neva Capital Management is exclusively a family office focused on traditional and alternative investments.
Key Persons
- Sara Regan
Co-Founder & CEO
- Will Kessinger
Co-Founder and Lead Investor