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SERENDIPEQUITY
SAUSALITO, CA
415-450-0034
SEC #801-107562Total AUM
$110M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
80 LIBERTY SHIP WAY, SUITE 25
SAUSALITO
CA 94965
United States
SAUSALITO
CA 94965
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
415-450-0034
Financials
Total AUM
$110M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$110M
Accounts
1
Clients
None reported
Services
Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.