Falists
← Back to search

SERA CAPITAL MANAGEMENT, LLC

SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY

CRD 120896 · SEC 801-135960

Visit website

1910 TOWNE CENTRE BLVD, SUITE 250, ANNAPOLIS, MD, 21401, United States

Phone

301-464-8333

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$114.3M

Discretionary AUM

$93.6M

Team

5 total employees; 5 advisory reps; 105 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-14

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals46$96.4M
High net worth individuals28$17.8M

States served

AZ, MD, TX

All web addresses on file

Official SEC filing: View on IAPD