Serene Growth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 269929
- Custodians
- INTERACTIVE BROKERS LLC, E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.21%
- Individuals4.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Serene Growth Partners LLC is a small, privately owned limited liability company that provides discretionary portfolio management primarily for individual and family clients as well as small businesses. The firm charges a combination of a percentage-of-assets fee and performance-based fees, and it reports advisory activity focused on individualized portfolio management rather than institutional consulting or multi-state advisory operations. Serene Growth Partners does not identify as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents95%
- Exchange Traded Equities5%
Contacts
1 of 1Siva Kumar
Managing PartnerCRD 6519838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Key Financial Concepts, Inc.
RIAVernon, CT
Wilco Financial, LLC
RIAPopa Financial Services, Inc.
RIABethel Park, PA
Doncaster Wealth LLC
RIASail Loft Capital Management LLC
RIAJurkiewicz, Christopher
RIANew York, NY