Adviser Profile
| As of Date | 04/25/2026 |
| Registration status | Registration Changed to SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY |
| ADV Location | ANNAPOLIS, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 114,258,975 63% |
| of that, discretionary | 93,555,934 39% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,077,915 290% |
| % High Net Worth | 37.84% -53% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds