SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC

Overview

Serenity Alternative Investment Management, LLC operates as a small hedge-fund style advisory firm focused on discretionary portfolio management for high-net-worth individuals, families and pooled investment vehicles. The firm combines a boutique investment manager role with sponsor/GP responsibilities for at least one pooled vehicle, indicating it not only advises client portfolios but also runs a private fund product. Its advisory mandate centers on equity-focused portfolios supplemented by alternative real estate exposures. Fee arrangements include a mix of percentage-of-AUM charges, fixed fees and performance-based fees, consistent with a manager that runs both separately managed accounts and an internal hedge fund. Serenity is not positioned as an ESG-driven manager and is not registered as a multi-state adviser. Its client base is concentrated—small number of relationships with substantial average sizes—so the firm delivers customized portfolio management rather than mass-market advisory services.

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