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Building 2SERA CAPITAL MANAGEMENT, LLC

Map pinANNAPOLIS, MD
Phone301-464-8333
NotebookSEC #801-135960
Total AUM
$114.3M
Employees
5
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1910 TOWNE CENTRE BLVD
SUITE 250
ANNAPOLIS
MD 21401
United States
Operating Hours
9-5
BY APPOINTMENT
Phone
301-464-8333
Other Offices
2

ReceiptFinancials

Total AUM
$114.3M
Accounts
106
Discretionary
$93.6M
Accounts
91
Non-Discretionary
$20.7M
Accounts
15

ContactClients

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Individual Clients
46
AUM
$96.4M
HNW Individual Clients
28
AUM
$17.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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