SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY
SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 120896). Regulatory assets under management: $114.3M.
Registration
- CRD: 120896
- SEC file number: 801-135960
- Type: Registered investment adviser
- Location: 1910 TOWNE CENTRE BLVD, SUITE 250, ANNAPOLIS, MD, 21401
- Phone: 301-464-8333
- Latest filing: 2026-06-24
- Regulatory AUM: $114.3M
- Discretionary AUM: $93.6M
- Non-discretionary AUM: $20.7M
- Clients: 5
- Accounts: 106
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Carl Edward Sera | MANAGING PRINCIPAL, PORTFOLIO MANAGER, & CCO | — |
| Carlos Manuel Sera | MANAGING PRINCIPAL | — |
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