Serone Capital Management LLC

Overview

Serone Capital Management LLC is an SEC-registered institutional RIA that provides portfolio management for pooled investment vehicles. The firm reports an institutional client base and operates under a fixed-fee arrangement rather than asset-based or performance fees. Ownership is reported as a combination of a foreign entity and an individual, and the adviser is listed as having roles beyond pure advisory work — including acting as a sponsor/GP and as a CPO/CTA or managing member for pooled vehicles. Serone does not identify as an active ESG investor and is not characterized as a capital allocator. Serone registered with the SEC in 2026 and positions itself to manage collective investment structures rather than serving a broad retail population. Its advisory activity is concentrated on managing pooled vehicles, which aligns with the firm’s industry affiliations and its use of third-party alternative managers.

Assets & Accounts

Investments & Alternatives