SERA CAPITAL MANAGEMENT, LLC

Overview

Sera Capital Management, LLC is a privately held investment adviser organized as an LLC that focuses on individual and family clients as well as small businesses and institutional portfolios. The firm charges a mix of fee arrangements — percentage of assets under management alongside hourly and fixed-fee engagements — and provides discretionary and non‑discretionary portfolio management. The firm does not self-identify as an active ESG investor. The snapshot classifies ownership as individual and lists the adviser as unclassified; it does not indicate affiliated or related advisers. Advisory activity centers on direct portfolio management rather than capital allocation or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices